There’s a thing called personal responsibility…I’m not sure everyone who should have met this concept has.
The end of the financial year is fast approaching.
Our clients had a time sensitive need that needed to be completed before the end of the financial year. And yet, despite repeated requests, we finally received a vital piece of information on Thursday; three weeks after we started asking for it!
Friday we stressed how important it would be for them to act on the advice they’d receive by no later than Tuesday. Not because of us, but because of their super fund’s timelines.
The vital email, complete with an advice document, was sent around 7.30 pm on Friday and followed up by text the next morning.
And today…I’ve been blind sided!
The clients emailed advising they probably won’t meet the tight time line because of an unplanned event. The thing is, we all have unplanned events that get in the way of our best planned actions. But how about finding twenty minutes somewhere in three whole days so you can save tens of thousands in tax? I know what I’d be doing.
The disappointing thing is…it seems they’re not going to be responsible enough to complete two time sensitive, yet vital, parts of the strategy in the time required!
Which brings me to the concept of personal responsibility…
