Welcome to the latest edition of “Wealth & Health”
For many families, the goal of providing Private School education has been sorely tested by spiralling education costs. In this edition, we look at the importance of planning ahead of these costs.
We are very proud to have been awarded Most Trusted Adviser status following extensive independent survey run by The Beddoes Institute. We have included more details, along with highlights from the survey. Thank you to those clients who participated in the client survey.
There is no better way to evaluate the benefits that we provide our clients than hearing from them directly. In this edition, we include an interview with one of Andrew Livermore’s clients, Ray, who shares his experiences and learnings as a WealthPartners’ client.
Finally, we would like to introduce you to a new member of the WealthPartners team, our Client Services Manager Jayne Clarke.
For more information on any of the articles featured, please contact the office or your WealthPartners Adviser.
The WealthPartners Team