As 2017 draws to a close, I reflect on a year that has again seen significant change across the Partners Wealth Group business.
I would like to share some of the highlights of the journey of 2017 with you, as well as some of the things that we have been working on throughout the year and I would also like to express how grateful I am for your continued support.
You may recall that earlier this year I joined a team of like-minded financial service firms on a Global Innovation Tour in the US.
Our objective on the tour was to learn how innovation and leadership is influencing global leaders such as NASA, LinkedIn, Apple, GE Capital and IBM Watson (to name a few!) and understand how this translates to the finance industry, and ultimately to you, our clients.
Undisputedly, the clear commonality between these global leaders was an unwavering commitment to provide their clients with a superior experience – that is our ongoing commitment to you.
We are continually working on initiatives to improve our service delivery and this year technology has seen us take great steps forward. We have introduced monthly investment videos where our Chief Investment Officer and industry experts share valuable insights into the market and as we come towards the end of the year it’s fantastic to see all the positive movements in your portfolios.
We always love to hear your feedback and welcome any suggestions for improvement so would love to hear from you about what’s important to you!
Another very important part of our service delivery is our people and we have built an exceptional team of experts in their fields who are all available to assist you with everything from financial advice, to estate planning, to helping you purchase property with all lending and legal services available in-house. Together, our breadth of expertise will enable you to explore and fulfil your goals and needs, both now and in the future.
2018 looks to be another exciting year and I look forward to updating you on a number of initiatives are set to launch in the new year, including our new website.
In closing and on behalf of Partners Wealth Group, we wish you and your loved ones a happy and safe holiday season and thank you for your support. We look forward to our continued partnership in the new year.
Partners Wealth Group