This time 12 months ago, I had just finished up with my previous employer and was on holiday with my family in preparation to take a leap of faith of sorts.
My first day with BW Private Wealth was still a couple of weeks away and I was quite nervous about what was to come.
I am happy to say, as I look back on the last 12 months, everything has worked out better than expected.
Existing clients have welcomed me as their new adviser with open arms. This is a testament to the company and the trust they have that Tony and the team here have always had their best interests at heart.
We are a small family-owned and operated business and I have loved the atmosphere that has allowed me to go above and beyond for my clients.
Change can indeed be incredibly scary, but I want to take this chance to thank everyone here and all of my clients, new and old, that I have the pleasure of working with. I look forward to being here for a long time and working with you all for many years to come.
Thank you!
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