We are delighted to share some exciting news with you as we embark on a new chapter for the PMD business.
As part of our long-term strategy to grow and expand at a slow and sustainable rate, we have acquired Next Step Financial Strategies, a long-established, Melbourne-based financial planning practice. Importantly, the business culture of Next Step aligns with our own and we share many of their values - critical factors in our decision to acquire the Next Step team.
What does this mean for you? On a day-to-day basis, there will be no change for our clients.
The value of our business and its goodwill has been created through the good relationships and the ongoing support of our existing clients so you will continue to work directly with Tim, James and Roxy and the PMD team.
Next Step Financial Strategies is also part of the Consultum Financial Advisers licensee and network of practices. For the time being, the new business will be known as Next Step PMD Financial Advisers but our parent business will remain PMD Financial Advisers. All of the Next Step team will be relocating to the PMD offices in Exhibition Street and we look forward to introducing you to the team at your next visit.
The PMD team is growing, and we look forward to continuing to work with you to ensure the continuity of our services.