We will be implementing a fairly significant upgrade to our administration system in the middle of November.

At this stage, we do not anticipate any disruptions to our ongoing advice services. We will be completing comprehensive testing on the conversion up until the end of November.

For those clients using our secure client portal, we will be issuing new login details after we complete the testing phase.

Please contact us if you need any assistance during this period.

Best regards

Paul Brown & Kylie Waugh