Strategy Steps acquires Desk Caddie

Financial planning strategy specialist firm Strategy Steps has acquired financial planning resource library Desk Caddie from Deutsche Asset Management with plans to expand and improve the long-established service.

Assyat David, Director of Strategy Steps, said "There will be enhancements to the service with a new technology platform that will be built to deliver improved functionality and search capabilities. We will continue to enhance the content of Desk Caddie to provide a practical and comprehensive resource library".

Strategy Steps specialises in the development of practical financial planning strategies across the full financial planning spectrum and is led by industry expert, Louise Biti.

The integration of Desk Caddie into the Strategy Steps business is expected to be completed by 31 May 2010.

Last updated 15 March 2010

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The information contained in this publication is based on the understanding Strategy Steps Pty Ltd ABN 14130045242 AFSL 333649 has of the relevant Australian legislation as at the date shown in this publication. The information contained in this publication is of a general nature only and is intended for use by financial advisers and other licensed professionals only. It must not be handed to clients for their keeping nor can any copies of sections of this publication be given to clients. Strategy Steps is not a registered tax agent under the Tax Agent Services Act 2009. We recommend that your client be referred to their registered tax agent or legal adviser prior to implementing any recommendations that you may make based on the information contained in this publication.