A Message from Dave Schultz


With Christmas upon us and 2016 coming to a close, it is a great time to reflect back on the year that was.

It has been a year full of big events such as the UK exiting the European Union and Donald Trump successfully campaigning in an upset election in the United States. Along with that, the local share market has somewhat rebounded from previous lows and ended in more positive territory. Please click on the link below for a wrap up of the year from Dr Shane Oliver, that gives a good summary of the year gone –  olivers-insights-outlook-2017

From a business perspective, we have had another good year and continue to rank as a highly respected practice within AMP nationally. Our relationship with AMP remains strong with excellent connections with senior management through my role on the AMP Financial Planners Association Board.

Our staff remain dedicated to providing excellent service. There have been changes with our staff with Vikki being on maternity leave until later in 2017 and my wife, Tegan, also be on maternity leave as of the 23rd December – we are expecting our 3rd child in early January.

I hope our newsletters have been a useful source of information in 2016.  We look forward to continuing to provide you with this resource and our ongoing advice so you can continue achieving your goals in 2017 and beyond.

If you have any questions, please feel free to contact us at any time. We want to ensure every client we have contact with has the opportunity to understand and plan for their future with confidence, knowing they are on track to a financially secure future.

Finally, I wish you and your family a wonderful Christmas and New Year holiday season.

Kind regards


Dave Schultz


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