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,
Charmaine
Note that our new contact number is 1300 769 304 or direct line (03) 8393 6573 and email addresses tony.vikram@affinityprivate.com.au and jon.henderson@affinityprivate.com.au and charmaine.curtain@gpfc.com.au
It’s a common misconception that superannuation automatically transfers to the super fund owner's estate upon their death. In this article we explain the importance of a binding nomination.
GLOBAL WEALTH PARTNERS PTY LTD ABN 75 136 786 055 T/A GLOBAL PARTNERSHIPS FINANCIAL CONSULTING AUTHORISED REPRESENTATIVE OF GODFREY PEMBROKE LIMITED ABN 23 002 336 254
AUSTRALIAN FINANCIAL SERVICES LICENSEE AND INSURANCE BROKER
A member of the National Group of Companies REGISTERED OFFICE 105-153 Miller Street, North Sydney NSW 2060
This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.