Entertaining Clients

The Third Wise Monkey • May 1, 2013

We, Rosalie, Jacqueline and Kathleen AKA 'The Three Wise Monkeys' were given a task to organise the SMSF seminar which was held at the Swan Hill Club on the 22nd of last month. The three of us really got our teeth into it as we wanted to make this an enjoyable evening for our Clients, rather than something boring put on by Accountants.

During the preparation our competitive sides really kicked in. It became a competition of who could get the most acceptances on their list with the winner not having to clean up at the end of the night. Now without saying who, one of us took the initiative of asking all staff members if they were attending the seminar which made them the overall winner with a total of 44 attendees.

On the night we decided to have dinner before the seminar. As it turned out a number of Clients had the same idea. Some tried investing their money in those noisy flashing machines, but with not much luck. Good thing Hamish shared his wisdom and had some alternatives for us all.

Following the seminar, most stayed on to enjoy a cuppa, a bite to eat and a good catch up. We really enjoyed putting names to faces and can't wait for the next seminar. We think the only thing that could have made it more enjoyable for us is if we won Tatts Lotto and had money to invest!

The Admin Team: (The Three Wise Monkeys)

Kathleen, Jacqueline and Rosalie

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By Daniel Mangiameli • March 24, 2020

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By Daniel Mangiameli • March 24, 2020

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By Daniel Mangiameli • March 23, 2020

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