Welcome to another edition of Client For Life.
What a month! The property market has set a record with over 1,200 properties on auction at the end of March, and now the Government is making changes to superannuation.
After careful review of the superannuation, Nick Stratus, our in house financial advisor, has written a summary article on the potential changes.
I received a visit from a client who has just settled on her first investment property through Solid. She purchased an apartment at Halo in Fitzroy Street, St. Kilda. It was so nice of her to take time off work and visit us to say how delighted she is with her investment, and the overall decision to work with Solid.
Testimonials are great and they help to grow and strengthen a business. Our referral business is growing each day, so thank you to all our clients, and please keep them coming
We have completed the set up and establishment of a new Client Relationship Management Program. This Program will ensure all of our clients benefit from more advanced technology, with far more features for us to track your goals and dreams.
I would like to thank Nick, our financial adviser, for setting a new record within Solid for new clients, as well the establishment of our Commsec wholesale account. Nick is available to meet with you should you require assistance with starting, building or managing your share portfolio.