We're signing off for the year—what are you excited about in 2025?
Hi everyone,
Rainier here.
Wow, what a year! I don't know about you, but I'm excited to be spending the next few days recharging and connecting with family and friends this holiday season.
In saying that, the Advisely team will be signing off for the year and returning Thursday 2nd January, so please bear with us if we don't get to assist you before then. If you have any questions, please drop a reply here or send us an email at support@advisely.com.au and we'll get back to you when we can.
For Xplan support, check out Iress' holiday support hours here.
Let me know in the thread below— (1) what are you up to this holiday season? (2) And what are you most excited about for 2025?
For me, (1) lots of time in the surf & sun and (2) getting to see more of your lovely faces (or profile pictures at least!) here on Advisely next year!
2 Replies
- primrose.foster
Advisely Team
What a year it has been! I am looking forward to relaxing and spending time with family in Lennox Head over the break. And when it comes to 2025 I can't wait to continue to support and learn from our amazing Advisely community, with lots of new and exciting things in the works 👏.
- courtney.youngblutt
Xplan Expert
It is hard to believe it is the end of 2024 already. Lots of good food, fun, friends and family for me over this festive season. Looking forward to long days by the pool with nothing else to do but read a good book.
I'm with you primrose.foster, I can't wait to see the Advisely community grow and see what we can all learn from each other in 2025! ....And I am looking forward to seeing a little AI in Xplan!
I hope everyone enjoys the break. See you all in 2025.📚🏖️😎
Welcome to the Advisely forums!
This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.
Here are some tips when posting in the forums:
- Be respectful and courteous to fellow members
- If a reply helped you, mark it as a solution so other users can find it easily
- Take a moment to read through our Community Guidelines
- For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
- Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
- Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
- Introduce yourself and meet other members here!
We’re glad you’re here – see you around! 😁
Recent Discussions
Adding attachment icon to Client Portal Messages
Hi Team Please can you consider adding an "attachment" icon like a paperclip to file notes sent to clients via the client portal that have an attachment to them? At the moment, and particularly i...sharyn.evans817 hours agoActive Interactor15Views0likes1CommentLifestyle Assets in Client Portal Fact Find
Hi Team, We've just moved from a 3rd party platform that we used for capturing online fact finds, over to the integrated client portal fact find in Xplan. What we're saddened to see is that current...sharyn.evans82 days agoActive Interactor26Views1like3CommentsWhy Financial Advice Accountability Legislation Needs to Change Now
After my article in the IFA on CSLR and the accountability gap we currently see in Australian financial advice, I have had a number of people ask what specific legislation needs to change to tighten ...tonybeaven4 days agoNetwork Navigator9Views0likes0CommentsThings to consider when creating individual vs company Professional Advisers in Xplan
Hi everyone 👋 I’m looking for best practices and things to consider when creating Professional Advisers in Xplan. The purpose is purely to link them to clients as authorised third parties, and to ...michelle.butler.06 days agoActive Interactor37Views2likes5Comments