Dear Emma ,
There isn’t a lot to report from the office this month. We have all been quite busy keeping Rod organised. Monica is back to work after her recent surgery and is now busy reviewing some old policies and super funds.
For those clients with MLC investment accounts, some of the tax statements still have not been released but the estimated completion date is now showing as the 12th October 2018. We have been keeping a close eye on the ones who have requested the statements so will email through as soon as we see them released.
Monica has another seminar coming up on Wednesday 24th October 2018 here in the office. If you or anyone you know would benefit from attending this, please feel free to share the following link and register your attendance:
https://totalwealth.com.au/the-value-of-you
Until next month,
Emma