Observations from the Shelf

Date: December 7, 2023

Author: Preston, the Office Elf

G’day mates! I’m Preston, the Elf on the Shelf, and I’ve been perched up here in the office of BW Private Wealth. You might think my job is to keep an eye out for who’s naughty or nice, but I’ve also been observing the fascinating world of finance. Let me tell you, it’s a ripper!

9:00 AM – The Day Begins

The day starts with a coffee and a quick review of their investments. Crikey, those numbers jump around! My planner is a real ace, analysing trends and jotting down notes faster than you can say “jingle bells.”

10:30 AM – Client Meetings

Next up, face-to-face meetings. I’m tucked away on the shelf, but I’ve got a beautiful view of the office. The clients come in, some a bit stressed, but they always leave with a smile. That’s because our planners are wizards at explaining complex stuff like superannuation and investment strategies in plain English.

12:30 PM – Lunch Break

Time for a feed! Well, not for me, I’m stuck here on the shelf, but the planners grabs a bite. Even during lunch, there’s always a bit of reading. Today, it’s a financial magazine. Keeping up with the latest news is crucial in this industry.

2:00 PM – Research and Analysis

The afternoon is all about research. Charts, graphs, reports – the lot. It’s like a puzzle, and our planners are fitting all the pieces together to give clients the best advice. It’s impressive how much detail goes into this.

4:00 PM – Prepping for Tomorrow

The day’s winding down, but there’s still work to be done. Prepping for tomorrow’s meetings, checking emails, and a quick call to a client who had a question about their portfolio. No worries, it’s all sorted now.

5:00 PM – Office Closes

And that’s a wrap! The lights go off, and it’s just me here, thinking about the day? I’ve learned heaps about financial planning – it’s not just about numbers, but helping people achieve their dreams. And that, my friends, is a bit of Christmas magic in its own right.

So, from this little elf’s perspective, being a financial planner is not just a job, it’s a mission. Helping folks with their cash, planning for the future, and making complex things simple – that’s what it’s all about.

Until next time, keep your tinsel untangled and your investments smart!


Preston, the Office Elf

Free Wealth Report

Complete your profile to receive an obligation-free Wealth Report.

This report will include things like estimated Super projections, estimates of your home value,  suburb performance and how you compare with other people your age, and many more reports.

Recent Posts