CFB had another great year in which numerous milestones were achieved at the individual and organisational levels. During 2014, two members of our staff married their respective lifelong partners, our immediate CFB family grew by two members and we have another member getting married in early 2015. As a business, the highlight of course was the award to CFB as the inaugural Association of Financial Advisers Practice of the Year. This award involved an intensive analysis of business metrics benchmarked against other financial practices from across Australia.
Most importantly, to CFB, it also included a random Client Survey Experience element in which your direct and honest feedback formed a critical component of the judging criteria. As such, this award belongs to the whole CFB family: the directors, the staff and most importantly our clients. As we look forward to reinvesting into our own families over the Christmas period, CFB is looking forward to serving you throughout 2015 and beyond.
We value our relationships and thank you for your ongoing loyalty to CFB. We will shortly have a new website design (same address) for you to enjoy and we will be refreshing our whole social media engagement to keep you informed on topics that you may find interesting so please ‘check us out’ on a regular basis. If however, you have a topic that you want to know more about please let us know and we will address it. Have a wonderful Christmas and New Year’s period. Please stay safe on the roads and have an enjoyable time with those you value the most in your life. Merry Christmas From the CFB leadership team,
Graham, Tapel & Brendan