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My Introduction

Discussion in 'Introductions' started by Andrew Newman, 11th Dec, 2008.

  1. Andrew Newman

    Andrew Newman Well-Known Member

    Joined:
    5th Nov, 2008
    Posts:
    175
    Location:
    Melbourne
    Hi InvestEd forum members!

    My name is Andrew Newman and I thought I would introduce myself.

    I operate my own financial planning business in Moonee Ponds which is 5km north of the Melbourne CBD. I have 5 years experience in the industry.

    I have a passion for financial planning and I would like to share my knowledge and experience with the forum members.

    May we all attain the wealth we desire!
     
  2. Jacque

    Jacque Team InvestEd

    Joined:
    16th Jun, 2005
    Posts:
    1,885
    Location:
    Sydney
    Hi Andrew and welcome to the forum

    You've certainly in changing times in the FP field- how's business going?
     
  3. Andrew Newman

    Andrew Newman Well-Known Member

    Joined:
    5th Nov, 2008
    Posts:
    175
    Location:
    Melbourne
    Hi Jacque

    Thank you for your welcome.

    Most financial planners I know are going gangbusters and are struggling to keep up with the work demand. This relates to the lack of financial planners in Australia to serve the growing demand.

    Financial planners who charge on a % of FUM are finding their revenues have been hit badly and are looking at their business models and also new sources of revenue.

    Personally, I am looking for new clients as I only started my business about 1 year ago and I have scope to grow my client base.

    With regard to the financial markets, I think we can all say that 2008 has been a challenging year and that we are looking forward to a better 2009.