Interesting Stories, Interesting Places Event

Interesting Stories, Interesting Places Event

Last week we hosted some of our gorgeous clients in the relaunch of our office through our bi-annual “Interesting Stories, Interesting Places” Client Event. It was a night of networking and celebration as we shared in the success of our clients through the launch of our “On Track For Life Wall” as featured below.

This wall was designed to share in the successes of our clients which motivates us as a team daily to do what we do. From comfortable retirement, overseas holidays, new houses, new cars, well-educated children, successful business restructures, business awards, the list goes on! So, will you be next? Afterall, a goal without a plan is just a wish…

Further, we saw many long-standing clients mingle with each other and share in their successes finding a surprising lot in common as they venture down similar travel paths post retirement. PrimeWealth Practice Manager Marie Mauger commented, “My favourite part of the event was seeing some of my favourite clients finally meet and thoroughly enjoying each other’s company as they discovered all they had in common, not just their Financial Advisor!”

Client feedback included “Great night – I do like your renovation and thanks again for your generous hospitality.” So if you haven’t come to visit us for a while, come check it out and book in a time to meet with your Advisor or Accountant and get your finances sorted while you’re at it!

We hope to see you at our next Bi-Annual Event in March 2020 and please contact us if you would like support in achieving your personal or business goals to keep you on track, for life…


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