Archives for June 2015

With the enthusiasm everyone has for this wager, at times it feels like footy tipping is the name of our game, not financial planning. Mind you, Laura would need to get a damn sight better at it before we change our names to The Rando Tipping Co. Well the last couple of rounds have led to a bit of an upset for our previous front runner, with Steph Jackson getting the boot from the top spot!
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In August 2014 Pat came to our office with her husband, despondent and overwhelmed by the process as she attempted to make a Total Permanent Disability and Income Protection claim. A medical condition had led to Pat no longer being able to work and when she had first approached her industry Superannuation fund, she faced seemingly endless requirements relating to doctors reports and employment information.
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At R&A we are passionately committed to raising funds and awareness in the fight against cancer. And; as a result of last year’s success, R&A has decided to hold another Women’s Health and Wellness Day in 2015. The day will be held at the beautiful Sanctuary Golf Course on Friday the 16th October, this is a wonderful ladies day out, with inspirational speakers, including brave survivors talking about their journey.
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It’s no secret that here at R&A we are well recognised for our commitment to our clients and this industry that we’re so passionate about. We’re constantly challenging ourselves, measuring our performance against others so that we can say with complete confidence: There’s no one better when it comes to securing your financial future.
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The Million Dollar Round Table (MDRT) is a nearly 100-year-old association that assists insurance brokers and financial advisers to establish the most ethical and effective business practices. MDRT holds annual conferences for its members and this year, as part of our commitment to our ongoing professional development, Mark will be in attendance.
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