Beresfords Financial Planning

18/09/2024

28/02/2018

And just like that, another month has gone by! In February, we celebrated the genuine love and care that we have for our clients and for our people.

For us in Beresfords, positively impacting people’s lives is undoubtedly what motivates us - Trudi, Philip and Jason can attest to that.

We are beyond grateful to have such dedicated people in the team.

25/02/2018

Any New Years Resolutions of a financial nature already off track before then end of February?

Clearly define your financial goals and implement a plan to achieve them...

30/01/2018

January is going by very quickly, just like the way Mark and Kim described their first year working with us.

Investment Management is their craft, with Mark running the business operations and Kim ensuring advice is prepared and implemented at a very high standard.

We are very grateful to have them on our team. Congratulations guys.

19/01/2018

Our new CEO calling the shots at team lunch, over Skype and, we guess, just generally around the company today. Lots of fun. Have a great weekend

11/01/2018

December went by in a flash… Who would believe we are already halfway through January?

Well, December saw the 3rd year anniversary of our Paraplanner Erica, whose mathematical ability tells us she is on the pathway to being an extremely good strategic thinker.
Congratulations Erica, thank you for your valuable contribution to our team.

08/01/2018

Beresfords Annual Staff Goal Setting Day

Always a wonderful way to start the year... A day setting whole of life goals for the upcoming year, but equally if not more important, time spent reflecting on the past 12 months.

Great day and looking forward to a fantastic 2018.

05/01/2018

A little princess helping Lara prepare for the return to work next week. Happy New Year and looking forward to a great 2018... See ya soon!

24/12/2017

“We hope you have an amazing festive period. Take care and see you in 2018!”

Happy holidays from the Beresfords Group

10/11/2017

Beresfords Annual Golf Day went down a storm again today. Great fun, weather and lovely time spent with clients and friends of the club. Great way to start the weekend.

06/11/2017

James, Steve, Scott and the wonderful team in Manila running through in detail the growth plans for he company. New services on their way....Exciting times!

04/11/2017

Belated October anniversary note. Just the one reason to celebrate in October but boy is it a great one. Kate has been the backbone of the finance side for 4 years and we’re all very grateful to have her in our company.