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Canberra

Level 1, 29 Bentham Street
Yarralumla, ACT 2600
Ph: 1300 272 843
Email: info@bravien.com

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Suite 9, 60 Macgregor Terrace
Bardon, QLD 4065
Ph: 1300 272 843
Email: info@bravien.com


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DECEMBER 2014

2014! Where did that go?!

Virtually everyone we have spoken to has said what a fast paced 2014 it was. So many things on the go with work getting busier, and children starting school, to children finishing school and graduating from uni. From travel plans to travel taken and memories locked into the bank forever. From houses sold to new homes bought, not to mention the myriad of renovations - it's all been going on! And on top of that, big changes coming on 1 January 2015 to Centrelink rules and assessment of pensions, which we cover off below.

There were the inevitable hatches, matches and dispatches and our hearts go out to all of you who are spending this holiday season in a new family format. Indeed, it will not be long until two of our very own Bravien family hatch, with both Nick in Canberra & Angus in Brisbane expecting their respective first born early in the new year. We wish both Karla and Carly all the very best for safe and healthy arrivals.

Bravien will be closing for the festive season from 1pm 23rd December 2014 and will be reopening from 9am on 5th January 2015!

2014 Team Bravien Highlights

Thank you for your continued trust in our expertise in guiding you towards achieving your aspirations - we are very proud of what we do here at Team Bravien and we only exist to serve you.

We'd also like to pass on a big "Welcome" to all of our new clients of 2014. It's been a great year for the team and our best ever in terms of total number of clients served and advice delivered. The quality has been top notch with every adviser receiving the highest possible "A" rating compliance score, which gives you peace of mind that we are adhering strictly to our professional code of practice.

Jeremy Gillman-Wells was again named one of the TOP FINANCIAL PLANNERS IN AUSTRALIA and honoured with the ACT Certified Financial Planner of the Year award.

This award is the result of a huge team effort and provides extremely valuable external recognition of the highest standards we set for ourselves in delivering advice to you.

November saw Jeremy & Team Bravien complete the fifth annual Future2 Wheel Classic riding 1,100kms in 7 days from Melbourne to Adelaide, helping disadvantaged young Australians out of poverty through Future2's Make a Difference! grants program. The organisation raised over $240,000 and Team Bravien was awarded with the highest fund raising team. What a great achievement! You can read all about it at Jeremy's blog and see the videos here. Riding with Cadel Evans, Australia's only Tour de France winner, on Day 2 was an absolute privilege for the cyclists.

At the same time, Angus was raising funds for Movember to support awareness for men's health. Both his Mo and fund raising achieved stellar results.

On another note, we will be sad to see Emily leaving but very excited to see her moving into a new career in real estate in the new year. We will have to work hard to replace her bubbly charisma and familiar voice on the phone. Best wishes Em!

The markets were generally kind to us thanks to overseas exposure in the portfolios. The Australian market is pretty flat and is expected to remain so whilst we have slowing commodity prices, reduced growth in China and a parliament that remains divided. Cash rates are staying low so not great news for term deposits but fantastic for those paying off home loans.

Merry Christmas, stay safe and we'll see you all in the new year.

The Team @ Bravien

Advice | Superannuation | Retirement | Aged Care| Investment | Insurance


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MERRY CHRISTMAS!!
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