Welcome to the latest edition of ‘Wealth & Health’
Firstly, we would like to congratulate Damian Hearn for his recent accreditation as a Self-Managed Super Fund (SMSF) Specialist Adviser by the SMSF Association. This qualification certifies and recognises Damian’s knowledge and expertise in the SMSF sector. We are very pleased to be able to offer you specialist SMSF advice – Well done Damian!
Also included in this section:
Five Easy Steps for Aged Care
As Australia’s population continues to age, access to information and resources regarding Aged Care options has become more important. We also know that many of these decisions are made at a difficult and emotional time and can, therefore, be difficult to navigate. Included in this newsletter is an introduction to the Aged Care Services we provide and how it works…
Behind the Scenes
Also in this edition, we include an article describing the importance of the ongoing relationship that we strive for with all our clients. We know that a great deal of what we do for you is done ‘behind the scenes’ and that many clients are not aware of the entire process to ensure the best possible advice and services…
Meet the Team
We are pleased to introduce you to two new members of our team, Tony Hoang and Natalie Whale. Their previous experience, description of their new roles and other interesting information is included within…
For enquiries and more information on any of the articles featured, please contact the office or your WealthPartners Adviser.