Welcome to the Winter Edition of Wealth & Health
It is once again time to prepare for end of financial year. With this in mind, we have included some key hints and tips from our team to ensure you are maximising any opportunities that may be available to you, including an article on how you can give to charity whilst enhancing your own financial position. We have also included an interesting article on the importance of making education available to all Australian children. As a board member for the Bush Children’s Education Fund (BCEF), Andrew Heaven gives insights into a charity which he is very passionate about.
We share the views of one of our clients, Roger Sleeman. Roger has shared his reasons for choosing WealthPartners and why he believes his partnership with Andrew Heaven and the WealthPartners team is important to his financial success. Finally, our very own Marg has recently returned from a wonderful trip abroad and has spent some time reflecting on the highlights of her trip, including providing a few tips for anyone planning to travel to Greece or Turkey.
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