At Lighthouse Financial, we have no boundaries. Sounds dodgy, doesn’t it? It’s not, we promise.
What we mean is that we have no geographical boundaries. Although we are located in Townsville, Queensland, many of our clients are not. Through word-of-mouth and our podcast, our clients are now based all around Australia.
During Covid-19 we had realised that we had created a limitation on ourselves. This being that ‘we are financial advisers located in Townsville.’ In reality, this is a simple fact rather than a limitation, as our geographical location has zero negative impact on what we do as financial planners. A lot of our end-of-financial-year meetings are now done over the phone or via Zoom which some of our clients from the podcast can vouch for (hello Rita and Kim!).
Then there’s Andy and Greta, professional sailors who were busy sailing up the far north coast of Queensland! This didn’t stop us from doing the work we needed to do for them as long-term clients of ours. Even though they were not in Townsville, we were still able to work with them to meet their financial goals.
What we’re saying is that we have the capacity as well as the interest to meet people all over Australia, not just those in our area. 2020 has been a challenging year for many, and we are thankful to have discovered a positive aspect of it.
Of course, there are some challenges that come with the ever-evolving technology of 2020 – for example, a Zoom meeting is only as good as the worst person partaking. But don’t worry – if you think you are Zoom- or technologically-challenged, you can still pick up the phone and call us. Easy.
(Disclaimer: we do have some boundaries... if you live outside of Australia, we unfortunately can’t help you due to the different rules and tax systems - but ‘No Boundaries Except If You Live Overseas For Example In Poland’ just wasn’t as good a title).
Dallas Davison, Michael Hogue and Ali Hogue.