Welcome to the latest edition of our client newsletter and our first for 2017.
As usual 2016 passed us by quicker than ever and we look forward to the challenges and opportunities that 2017 will bring.
We are delighted to announce the launch of our new client portal – Acuity Access. This will provide you with your own secure log in to our systems, you can see a holistic snapshot of your overall financial position – your current balances, investments, insurances & financial model. Your Acuity Adviser will walk you through this functionality.
We would also like to introduce our latest staff member in Trudy Martin, who has already started with us and will be working on the delivery of Access, as well as helping to manage the implementation of your strategies. Trudy has several years’ experience in financial services and I am sure you will have contact with her over time. She brings our total staff complement to six. On a lighter note we were happy to see Ilana return form her trip back home to South Africa. She has many stories to relay, including her infamous Ostrich ride, which we are sure she would be delighted to share with you.
This editions articles cover a range of topics which we hope you will find interesting. We discuss the changes to superannuation which will come into play from 1st July 2017. We also provide you with “5 tips for healthy ageing” and an interesting article examining our excessive usage of, and obsession with, digital devices. The new Superannuation legislation creates some planning opportunities so we are busy working through our client lists, to make sure we are in touch with those affected well before 30 June.
Please follow the following link to access the newsletter:
If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.
Good luck for the year,