Friday, July 2, 2010

10 year anniversary

It has been 10 years since Rob and I first took over the firm from Bill Ridge and would like to thank you all for your loyalty during that time. Our goal over that time was to deliver more value to you than what we charge, and i feel we have been able to achieve that. Looking back we have had great pleasure in:

  1. helping you start income streams from your superannuation,
  2. helping you use the tax benefits you are entitled to from superannuation in retirement,
  3. bringing a relationship with one of the best investment and superannuation teams in Australia to our firm. The dramatic changes to the investment world will ensure that this relationship in the next 10 years will add so much value to your wealth. Anyone can make money when times are good, but when times are bad making money and preserving your wealth actually requires a great skill set,
  4. training and developing the next generation of professionals for not only DHM Partners but also for the community. It is hard to train and develop staff and keep them all. To those that have left I hope you are grateful for the training and development you received from us and use it to benefit the community. To those that have stayed I look forward to many more years working with you as your employer and future business partner,
  5. running a series of seminars to help the young entrepreneur who are currently in business or plan on entering business,
  6. helping you survive one of the hardest 10 years the local community has ever had to face, and
  7. helping you convert some of your long term investments into a more liquid form.

There have been many more achievements and there will be many more going forward as Rob, myself and our team remain committed to bringing you the best advice there is.

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