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Welcome to 2018!

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

Kind regards,

The Gillespie Group Team

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