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Sydney Financial Planning firm now offering meetings via Skype
Sydney financial planners at Financial Spectrum have taken a step towards reducing environmental impact by offering financial planning meetings via Skype instead of in their offices in Sydney.
Financial planner James Brescia believes that this new style of financial planning will assist the average time poor Australian to get professional financial planning advice.
"Many people tell us that seeing a financial planner is on their 'to do list' but that they don't seem to find the time to be able to commit to travelling in to an office for meetings. We believe that by offering this new service that people will enjoy the added convenience of being able to speak to a financial planner without having to leave their home or workplace".
Since the launch of video conferencing two weeks ago, Mr Brescia has been surprised by the popularity of the service. "We knew that the service would be popular but the amount of interest we have received has certainly been higher than we anticipated. In particular we have been surprised by the response from Australians currently working overseas".
In addition to the time saving benefits for clients, Mr Brescia also believes that the new Skype meetings will contribute positively to reducing the company's carbon footprint. "Prior to this service, almost all our clients were having to travel in to our offices in the Sydney CBD or our financial planners were travelling long distances such as interstate to conduct meetings. By having this ability to conduct meetings without our financial advisers or clients having to travel, this is one way that our business can make a difference to our environment"
For more information about Financial Spectrum's new Skype and video conferencing financial planning meetings visit http://www.financialspectrum.com.au/
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Independently owned fee based financial planning business based in Sydney, Australia.
Financial planning, estate planning, funds management, life insurance, structured investments, taxation planning, property investment, business succession, crisis planning, superannuation