It has been a hectic start to the year at Marsh Financial Advice!
Thanks to all of you for your wonderful referrals of your family and friends, which have resulted in many fabulous new clients joining the Marsh Financial Advice family! As a result I am excited to announce that I am expanding the Marsh Financial Advice team and would like to welcome Jen McDowell on board!
Jen is a super-experienced financial advice business practice manager, having worked for financial advice businesses for the last 20 years. Given her depth of experience, she really understands how to look after clients and support my business. Jen will be working remotely for me out of her home town of Dubbo. For the moment Jen will be mainly working behind the scenes, however you may get the occasional email or phone call from her. Please all join me in welcoming Jen to the team!
Apart from that it is full steam ahead. We have the May budget coming up, plus an election to get through, both of which may impact you and your financial plans. I will keep you well informed of any likely changes and how these might impact your personal advice goals.
Many of you are coming up for your first year reviews over the next few months, so I look forward to catching up with you then. However, in the meantime if you have any questions please contact me here.
This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. It does not represent and is not intended to be personal advice. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs. We strongly suggest that you seek professional financial advice before acting.