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Canberra

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

Brisbane

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


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BRAVIEN eNEWS - DECEMBER 2015

And so we come to the close of the year... we hope you can relax, share time with family and reflect on all of your achievements!

2015 has been another year full of client stories which we feel privileged to share. There are moments when a long term goal you have planned for has been reached or there's a change in your circumstances, and that sees us working with you to build, remodel and have new conversations. We place great importance on sharing these times with you and being able to assist you with keeping your financial house in order. And when those goals are achieved, we love seeing the photos - of travel, new houses, happy kids, weddings, renovations, experiences - that’s the good stuff and the major joy we get from serving you!

We warmly welcome our new clients and express our deep gratitude to the many clients who continue to introduce their colleagues, friends and family members to Bravien. We really do feel like a big family.

It's been a full throttle year for us too and you can read
about the 2015 Bravien Team highlights below.

From all of us here at Bravien we wish you a fun, safe, loving and very Merry Christmas, followed by a joyous and prosperous 2016.

The Team @ Bravien

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


What is income protection and do I need it?

Have you ever wondered how you and your family would cope if you had an injury or illness and couldn't work for several months... or more? Read more

   

Am I better off renting or buying a home?
One of the biggest questions in property is whether to rent or buy? We revisit this debate to examine whether the property market has changed over the past 12 months and how this might impact you. Read more

   

Will my kids ever leave home?
These days it is not uncommon for kids to still be at home well into their 20s - our 7 tips can help ensure your own goals don't pay the price.
Read more

   

Granny Flat rights... and wrongs

For some families trying to support ageing parents a granny flat can seem like the perfect solution. But what can seem like a simple solution can have significant legal and financial consequences.Read more

   

Fruit Christmas Tree

A fruit Christmas tree makes the perfect table decoration or centrepiece and provides a colourful, fresh and healthy alternative to many other Christmas desserts. Read more

2015 Team Bravien Highlights

The team at Bravien has had much to celebrate this year both professionally and personally.  From award nominations, weddings (yes that’s plural), to completion of exams and qualifications, and welcoming of new staff members.

Shaun Akroyd our Brisbane based Financial Adviser has been shortlisted to the top 3 nationally for New Financial Adviser of the Year. This is a huge achievement for Shaun; it’s an honour in itself to be nominated, let alone make the final 3. The team pulled together to prepare his application and created an entertaining professional video diary as part of his submission. Judging has commenced and we hope to bring you exciting news about this in the new year.  


Shaun also completed his Advanced Diploma of Financial Planning this year (with stellar results) and has been receiving great referrals and building a strong specialisation within the Aged Care area of advice.  You’ll see an article by him below.

As a previous winner of the Certified Financial Planner of the Year, Jeremy was called upon to judge this year's entries for the Certified Financial Planner of the Year awards.  It was an honour to be asked and Jeremy is pleased to report on the very high standard of submissions, which shines a light on the professionalisation of our industry.

We are proud to congratulate Hoa Nguyen, our Advice Co-ordinator, on the completion her Advanced Diploma of Financial Services. We commend Hoa on balancing her studies and work these past two years. The highlight of her studies was estate planning and Hoa looks forward to having her evenings and weekends a little freer!

Norman Tan joined our team in July as an intern. His acumen and work ethic could not be let go so we invited him to join our team permanently and he is now part of the Brisbane office.  Norman is completing his Master of Finance at RMIT in Melbourne and assists you with administration, research and implementation of strategy.

Two of our team members celebrated weddings this year:

  • Shaun married his long-term girlfriend Sonya at Bundaleer Rainforest Gardens and celebrated his honeymoon on the west coast of the United States.
  • Mel (who many of you deal with on a regular basis) married Ferg at a beautiful family garden wedding near Canberra.
  • …and honeymoon season was in the air as we also saw Norman taking off on a delayed honeymoon to Japan with his wife Sarah.
In November we warmly welcomed Kerry Palmer & Alana Bain into our client services and business operations team.

We’re excited about taking such an awesome team into 2016 and we all look forward to working with you to achieve your dreams.


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