It’s been an interesting and enjoyable year for us at Tudor.

The beginning of 2011 started with stressed clients worried about their investments and losing money on the share market and in their superannuation funds. This sentiment has continued throughout the year and we have worked hard to ensure our clients stayed focused on their personal strategies and avoided panicking.

We’ve run three successful workshops with the dynamic and entertaining Leonard Whittaker from Millennium3 Financial Services delivering his engaging and interactive seminar on Financial Life Planning. We’re excited to be able to work with him and others in 2012 and we’ll be bringing new content into the workshops for those looking for more. We expect our first workshop to be held towards the end of February/beginning of March. You can register your interest here:

We have grieved the loss of some of our clients and while it is always sad to see death and the impact of illness, it is a fact of life. Our role of facilitating the claims process for our clients and their families has ensured that they have received money when they most needed it.
This year, our insurers paid our clients over $1.5 million in life insurance and $320,000 in Income Protection claims.

The highlight for me this year was attending the Risk Store Conference on Hamilton Island in August where I was a co-presenter with Marc Fabris, National Manager, Sales Strategies and Research Life Risk at Zurich. We delivered a presentation on using Social Media in an advice practice. This led to being interviewed in October for an article in Zurich’s online Risk Pulse newsletter that is distributed to their financial adviser network across Australia. You can read it here:

Even though I finished my Master degree in Applied Finance in November 2010, it wasn’t until October this year that I actually graduated. It was an exciting moment for me as it reinforced all the hard work I had undertaken to achieve the accolade. You can see the moment here:

I was also nominated for two awards – the inaugural “Female Excellence in Advice” and “Excellence in Education” – through the Association of Financial Advisers (AFA). It was an honour to be nominated for these awards and a privilege to be in the esteemed company of the other worthy nominees. It’s always nice to know that others appreciate my hard work too!

Our planning for 2012 is underway and we’re excited about the year ahead. We are looking forward to making some changes to our business that will ensure we continue to deliver and improve upon the value you receive from our services. As always, we welcome your feedback. To let us know your thoughts on how we can improve, please send us an email to