Wow! What a hugely busy year 2014 is turning out to be !
The team at Wealth Planning Partners have completed their change to the new dealer group, now partnering with Financial Services Partners as our new Licensee. With ANZ as the ultimate parent company, we’re looking to be able to tap into some great resources to bring our clients some much better advantages.
We’ve had two new advisers signed on as part of the team and completed our new look branding exercise. The launch event for the new brand is still to be planned however. Maybe a job for the French Intern we’ve taken on for three months.
There’s still lots of domestic work travels happening for me but the tip trip to South Africa is now less than two weeks away! Can’t wait for a spot of R&R!
Soooo looking forward to my stay in Camps Bay, Cape Town; a trip up to Table Mountain, a visit to Robben Island and hopefully a wine or two on the V&A Waterfront and in Stellenbosch. Followed by a few days with friends in Durban. Lovely!
Having said that, the trip is revolving around a friend of mine seeking fertility treatment and the hope is that three of us will be returning from South Africa instead of the two that arrived. A very exciting adventure to be sharing in!
Until then, there’s more clients to assist, Self Managed Superannuation Funds to arrange, investments to be placed and insurance to be sorted. I look forward to filling you in on the success of our journey on my return!
No rest for the wicked!