Christmas holiday

December 21st 2017 | Categories: Financial Planning |

4 more sleeps before the big man in red visits once again!

Can you believe it? We can’t!

2017 has been another great year. Despite the worry, the year has been pretty good for investors as global growth and profits accelerated, and central banks stayed benign as inflation stayed low. Read more about the review of 2017 and the outlook for 2018 here.

As a business, 2017 has been a big year for us as well. We are still working from 13 locations, but have welcomed 6 incredible people to our team this year, with another 11 to join the team in January. We are proud to have had 13 of our Advisers reach the Most Trusted Adviser qualification as it reflects the strong relationships between them and their clients. Most importantly, we have celebrated significant milestones with our clients and have seen more than 2,900 clients work towards their valued goals. We are very passionate about helping people realise their goals and dreams so it has been a rewarding year.

We look forward to working with you in 2018 and can’t wait to help you work towards and celebrate the achievement of your dreams!

During the holiday period, we will be closing our business while our dedicated team take some time off to spend with their friends and family. We will be closed on Friday the 22nd of December at lunchtime, reopening on Monday the 8^th of January.

Our office voice mail will have information for emergency contacts or you can find information below that might be of use if you require information during this time.

AMP Customer Service – 13 12 67
AMP Banking – 13 30 30
AMP Personalised Portfolio – 1300 423 079
North Super/Pension/Investment – 1800 667 841
Asteron – 1800 221 727
One Path Insurance – 13 36 67
MLC Insurance – 13 26 52
BT Margin Lending – 1800 671 409
CommSec Margin Lending – 13 17 09
Leveraged Equities – 1300 307 807

From all of us at Invest Blue, we wish you a safe and festive holiday period. We hope the New Year brings fresh energy and optimism and we look forward to working on your goals with you.

What you need to know

This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.