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It is officially our 25th birthday year! We are very proud to have achieved this quarter of a century milestone in business and one we can’t wait to celebrate with you all.
This year we will be featuring stories sharing the history of Wealth Matters, including finding out from Julian what inspired him to set up the business, Bruce Nash’s key points from 24 years of Financial Planning and why they call their working relationship their ‘work marriage’ (which I am sure a lot of our Director clients can relate to).
We will also be sharing our goals for the future with our development of WRAPS+ and the career progression of our staff. Most importantly, we will be sharing our gratitude to our wonderful clients, of whom some have been with us from the very beginning!
Our 25th birthday articles will start next month, so please keep a look out.
In this Newsletter, we will be sharing some Award Updates for our team, we have an interview with Alison, one of our Client Relationship Managers who will be discussing all things Customer Service and of course it wouldn’t be a Newsletter without an update from our famous Morale Officer Toby!