2020 has been a year to test us all and whilst we have faced what seems like an endless worldwide pandemic, tough lockdowns, economic recessions, bushfires and hailstorms, we have supported each other through all of it.
So, I wanted to personally say thank you to all our clients and the staff at Bravium who have worked harder than ever to keep our clients financial lives on track.
I was also very surprised to find out yesterday that I have been included in the Financial Standards list of the 50 Most Influential Financial Advisers in Australia for 2020, which is due in large part again, to our clients and staff. So again, a huge thankyou to all.
P.S. You will find me on page 18! https://www.financialstandard.com.au/fspower50
Is there an age, wealth status or stage in your life when financial advice begins to be relevant or valuable for someone? Scott Farmer of Bravium unpacks this common question.
Bravium client Aaron Breban talks about why he and his partner decided to seek financial advice in their mid-20s.
Samantha Albiez of Bravium discusses why the separation of advice from the sale of product is a cornerstone of her approach to financal advice.