As 2023 draws to a close, we want to take a moment to express our deepest gratitude for the privilege of serving you at EK Financial Group. It has been an incredible year filled with growth, achievements, and shared successes, and we are truly grateful for your continued trust and partnership.
Office Closure Information: Our office will be closed from 3 pm on Friday, 22nd December 2023, and will reopen on Tuesday, 9th January 2024. During this period, our team will be taking a well-deserved break to recharge for the upcoming year.
Reflecting on 2023: This year has been particularly special for us, witnessing your journeys as you’ve grown and achieved your financial goals. Your success is a testament to your dedication and the collaborative effort between us at EK Financial Group and you, our valued clients.
Team Updates and Milestones: We are delighted to share some exciting milestones from our journey in 2023:
- Welcome Bas (Bassel)! This year, we welcomed a new Associate to our team, Bassel, who goes by the name Bas. His expertise and commitment have already made a significant impact, enriching the services we provide to you.
- Monash Intern Program: EK Financial Group proudly initiated the Monash Intern program, providing valuable work experience to two talented interns. We believe in nurturing young talent and providing them with opportunities to grow in the financial planning field.
- Astrum Awards Finals: For the second consecutive year, we are thrilled to announce that we have made it to the finals of the Astrum Awards. This recognition reaffirms our commitment to excellence and innovation in the financial planning industry.
- Farewell to Ven: While bidding farewell to Ven after 15 years was bittersweet, we wish her the very best in her new career journey. Ven’s contributions have been invaluable, and she will always be a part of the EK family.
- Zac reaches 5 years as an Adviser: Zac reaches 5 years as a Financial Adviser with EK and is now out seeing his own clients and stepping up and taking point on client review meetings.
- Aaron’s Recognition: I am proud to share that I have been recognized by Financial Standards and named in the FS Power 50 list as one of the 50 most influential advisers in Australia.
Thank You for Being a Part of the EK Family: In closing, we want to express our sincere gratitude for being a part of the EK family. Your trust and collaboration have been the driving force behind our achievements, and we look forward to continuing this journey of success together in the coming year.
Wishing you and your loved ones a joyous holiday season and a prosperous New Year! May it be filled with health, happiness, and continued financial success.
If you need to contact us on the holiday break then please call the office on (03) 9020 1888, we will have a recorded message with key contact details for an emergency, also you can leave a message and we will get back to you when we return.
We would like to wish you a Merry Christmas and a safe and happy holiday!
Aaron Kane and the team at EK Financial Group.
