We hope that this year is filled with happiness and success!
We kick off our first newsletter for 2018 with a guide to help you make the most of your financial opportunities this year. And, we provide some simple but handy tips for saving for those dream holidays.
The Gillespie Team grows with the addition of our newest staff member Ray O'Toole to our Wealth Management team. Welcome aboard!
We have included a financial checklist to help you kick-start 2018. Robin Bowerman, from Vanguard, provides an interesting insight into the topic of trust.
Our final article looks at the events that may trigger a need to review your estate plan.
If you have any questions about any articles in this newsletter please contact us on 02 6260 4994 or email admin@gillespiegroup.com.au
You've likely been approached by people who want what you have, but aren’t prepared to pay for it. Say yes and all of a sudden you run the risk of giving away more than you’re selling.
The contents of this Bulletin are general in nature. We therefore accept no responsibility to persons acting on the information herein without first consulting us.
Postal Address
PO Box 244
Woden ACT 2606
Physical Address
Level 2
10 Corinna Street
Phillip ACT 2606
02 6260 4994
