Huon Financial Planning is a boutique financial planning firm based in Albury Wodonga, specialising in pre-retirement and retirement planning. Through word-of-mouth referrals and an excellent personal and tailored service, the firm has developed strong client relationships. Today, Huon not only looks after local clients but has clients in a variety of locations including Melbourne, Sydney and Brisbane.
When Huon Financial Planning relocated to their own premise in 2016, it was evident they needed a specialist IT partner to take care of their IT solutions, so they partnered with MicrotechDPS (MDPS).
Since then, MDPS has provided ongoing services for management, maintenance and upkeeping of servers, computers, multifunction printers and network devices.
Early in the onboarding process, MDPS identified the opportunity to optimise the environment through the implementation of windows domains and Office 365. This streamlined the workflow for Huon and facilitated the central management of services and devices.
Huon also benefits from utilising the Ricoh Interactive Whiteboard, recommended by MDPS, which is an effective tool for interactions and collaboration with their clients during face to face and remote meetings. It brings a large improvement to the way Huon presents information and interacts with their clients, keeping them fully engaged.
MDPS has continued to guide and recommend enhanced IT solutions to Huon as their business requirements change and grow. For example, in 2019 the firm implemented a major network upgrade and backup cloud solution which significantly improved business performance, stability and security.
Moving forward, MDPS and Huon plan to upgrade the firm’s cyber security using new technologies involving biometrics and geolocation.
“It’s critical to be agile and to think ahead, especially in the current environment. Thank you to the MicrotechDPS team who have instilled confidence in our IT equipment and systems. Experiencing their diligence and expertise, we know we are in good hands. They are efficient, responsive and highly professional in their approach which can be seen in the quality of their work and interactions within our business,” says Lisa Smith, the Practice Manager.