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Issue 2 – October 2006
Ellerfield News is a monthly newsletter to keep you up-to-date on important issues and initiatives. The newsletter contains interesting information and links back to Ellerfield’s website which is updated regularly.
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Dear Client,
Can you believe it is October already! This year seems to have disappeared and soon we will be thinking about the Christmas festive season and planning our Christmas and holiday activities.
Both the Ellerfield offices have been very busy and this trend will continue up until Christmas through to the New Year.
Ralph and Aaron will be away for a few weeks on a USA Study Tour in October/November. This includes visits to Fund Managers and unique financial planning firms in New York and Boston. The knowledge gathered on this tour will be beneficial in providing you with the latest trends within the financial planning industry.
Ellerfield’s paraplanners, Jeanette Schultz and Jennie Barnes are here to provide you with sound financial advice in Ralph and Aaron’s absence, so any queries can be directed to these very efficient, knowledgeable ladies.
Last month Ellerfield was selected to receive MLC Priority Service for the MasterKey Investment Service. This means we have priority handling for our new business files which in turn means a more efficient, improved service for you!
As you may be aware you can now access eBudget through Ellerfield’s new website. Click here to view the Client Access area.
Current Articles has recently been updated with some interesting information, please click here to view “Financial Management: Charting Your Course” and “ Super Changes Target Workers”.
“Someone's sitting in the shade today because someone planted a tree a long time ago”.
Warren Buffett |
