Welcome to the final edition of ‘Wealth & Health’ for 2018
It certainly has been a big year for WealthPartners and for the entire financial services industry. Whilst the findings of the Royal Commission are not yet complete, we look forward to the positive changes that reform will bring to the industry as a whole.
In our last edition, we introduced the first in a series of articles regarding private education. We continue this theme, with the next article which examines why parents may choose private education.
We have also included an article which features our own John Grenshaw, discussing his philanthropic work, how and why he got involved and some tips for anyone considering getting started.
We recently invited a number of clients to an investor evening hosted by Magellan, inside we have included key information and highlights from this event.
Finally, we have introduced an online appointment booking system for meetings with your adviser. This enables you to select a convenient time to meet your adviser for your review meetings without having to call our office. If you are unable to attend the office in person, there is also an alternative option to arrange a telephone meeting. Please look out for links to this booking system when we send your invitation for a review meeting.
We would like to take this opportunity to wish you and your families a very Merry Christmas and safe holiday season.
We thank you for your ongoing loyalty and look forward to working with you again next year.
The WealthPartners Team