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Christmas wishes and support next year

Christmas wishes and support next year

As we move into the festive season, I would like to wish you all a very Merry Xmas and prosperous New Year. I would also encourage you to reflect on the year that has just passed and take time to wind down and spend time with loved ones.

I am looking forward to catching up with you all again next year with Tony and the team. I will still be providing client support and Tony’s team will be exploring new opportunities to further enhance the service provision.

It has been an absolute pleasure working with you over so many years and I will treasure the life experiences we have shared – the laughter, tears and everything in between. I have been incredibly privileged to have enjoyed such a trusted place in your lives. As we transition, I am also comforted by the fact that Tony and his team will continue the high level of service and holistic approach to your financial and life wellbeing.

Be safe and I look forward to hearing of your festive season activities in the New Year.

Best regards, 



Note that our new contact number is 1300 769 304 or direct line (03) 8393 6573 and email addresses and and