In this edition of our Newsletter we are very pleased to introduce you to some of the new faces at WealthPartners. James O’Dwyer and Andrew Squires give you an insight into their experience and new role at WealthPartners.
We are currently enjoying historically low interest rates, but can it last forever? Now is the perfect time to review your mortgage and debts and ensure that you have a buffer in place should rates increase or your circumstances change. See our article regarding the importance of home loan buffers for more information.
Also included in this edition is a great story shared by one of James O’Dwyer’s clients, Katherine. Katherine has learnt fist hand how important having the correct insurance can be.
Finally, Andrew Heaven’s daughter Courtney shares her once in a lifetime experience of an immersion program at Yale University.
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