Less than a week to go until Christmas and the last blog post for the year. Seems like the perfect time to review the year that was.

Personally, it was a huge year of changes for me. The biggest and most relevant was my move to BW Private Wealth. In May I made the daunting decision to leave the company I had spent about 6 years with to join Tony and the crew here, anyone who knows me knows that decision didn’t come easy for me. I saw that Tony really loved his clients and would do anything for them, and that attitude was really aligned with my attitude.

It has been a crazy 7 months, but I’m happy to be here and glad I decided to take the leap.

I would like to take this chance to say a big thank you for the welcome I have received here from staff and clients. It’s amazing to see the level of trust clients have in BW Private Wealth and allow me to continue their relationship with the company.

So, thank you to all who have read, and shared, my posts and for the welcome I have received.

We finish up at 4 pm Wednesday, the 21st of December, and return on Monday the 9th of January at 9 am.

I hope everyone has an amazing, and safe, holiday period. See you all for a bigger and better new year!

For any Financial Services assistance, please speak to a Financial Planner now at BW Private Wealth Financial Planning | Ballarat | Ararat | Surrounds

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