Having launched in 2018, Rowe Partners Financial Planning is delivering an outstanding level of service and expert financial planning advice to Rowe Partners clients. As such, demand continues to increase and a recruitment drive is now underway in readiness for an exciting 2022.
The Partners were 100% committed to delivering a superior standard of financial advice to their clients and in establishing Rowe Partners Financial Planning, they knew they could ensure this. The team has been working hard toward this goal from day one and clients have responded very well to the new service offering. Now is the time to invest in expanding the team and take the financial planning business to the next level in 2022. Rowe Partners Financial Planning expects to recruit a Financial Planner, a Paraplanner, and a Financial Advisor Assistant.
Heading up the team is Senior Financial Planner and Partner Blake Halligan who says that the rapid growth trajectory of the financial planning division is a consequence of meeting a genuine need of long-term, valued Rowe Partners Accounting & Business Advisors clients in regional South Australia and metropolitan Adelaide for a robust, strategic and justifiable approach to achieving their financial goals.
"We're very proud of our achievements to date and the high-performance culture we’ve established in the team but we need to keep our eye on the ball if we're going to reach our own goals and provide the best service possible," said Blake. "So, in recruiting for these three important new roles now, we're taking another significant step in ensuring our clients continue to receive the standard of service and financial advice they are entitled to expect.”
According to Blake, the New Year is often a time when people reassess their life goals and finances. Enquiry is ever increasing and it’s hoped that the new appointments will be made before Christmas “New clients are welcome anytime,” says Blake. “2022 is going to be very busy and ideally, its’ advisable, for the best results, that clients do some pre-planning with their Rowe Partners accountant before we see them. Their accountant has the best understanding of their current financial position and can help them set realistic and achievable goals and objectives. This gives us a better starting point for discussion.”
Blake recommends that interested clients call 1800 04 7693 and book an appointment with their Rowe Partners accountant asap.
Financial planning professionals wishing to join the Rowe Partners Financial Planning team should visit https://www.rowepartnersfinancialplanning.com.au/careers for more information on the roles. Applications for all three positions close on Monday the 6th December 2021.