Merry Christmas from Professional Planner – we will return in early 2015

Professional Planner is taking a break over the Christmas and New Year period.

Our offices will be closed from COB on Friday, January 19, and will reopen on Monday January 5, 2015.

We wish all of our readers a very Merry Christmas, and a safe, happy and prosperous New Year.

Best wishes,

Simon Hoyle
Glenn Freeman

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Peak Wealth Management’s Andrew Debono reveals expansion plans

Peak Wealth Management’s Andrew Debono reveals expansion plans

The two-adviser firm with 200 clients is looking to expand and make its first acquisition. Peak Wealth Management founder Andrew Debono tells Professional Planner about the firm’s plans for expansion, how he became an adviser and the benefits and hurdles of running a self-licensed small firm.

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