January - March 2024

Work Anniversaries

This quarter we celebrated a few team anniversaries:

Gary – 2 years

Tyler – 6 years

Sarah – 1 years

Fiona E – 15 years

Eva – 12 years

Fiona P – 7 years

FINCONNECT Advisory Group

In February 2024, we complete a rebrand of our Valuation and Succession Planning Business Unit, now “FinConnect Advisory Group”. The new brand allows us to focus our marketing efforts and stand alone for referrals from other accounting firms (whilst being a trading name only). In our first week of the new brand, we headed to a Pathway to Succession Workshop in Brisbane, working with Accountants and Financial Planners to understand the steps you need to take to plan succession of practices. We later attended the Pathway to Equity workshop for those buying into practices. Not only did we attend, but we were also well placed to answer questions in the group on Valuations and how we see transactions occur in the ‘real world’. 

You can check out our new website or Linkedin page to follow along with us. 

Staff Updates

This quarter we farewelled Ash and Hazel, we wisth them both well with their new adventures.

We welcomed to the team Steph, Steph will be an integral part of the administration team.

Gill welcomed a baby boy Giannis Gabryel. 

Culture Conference

 In February, Courtney, Marcus and Sarah attend our first Slipstream coaching session for the year in Melbourne. The topic for this was Culture. This was a very informative session, and helped us with ways to assist with improving our culture.

World’s Greatest Shave

Alec, our Head of Wealth Management shaved his head as part of the World’s Greatest Shave. We had a morning tea to start, then Marcus got out the clippers to give Alec his new haircut!

Team Triathlon

Marucs, Alec and Josh represented Accru Hobart in the Tasman Hobart Corporate Teams Triathlon Challenge on the 24th March. The weather was very ordinary, but the boys did an awesome job, coming in 5th