Coming Full Circle

November 17th 2017 | Categories: Financial Planning |

This young family dreamed of the opportunity to raise their children in a regional area, and spend quality time with them, while developing their careers. They are finding they have all that opportunity now in Armidale.

It’s not often that listing your home, moving interstate and welcoming a baby all happen within a few weeks but that was the case for Carl Trevaskis and his family in August last year.

Fortunately, despite the madness, things went to plan; their Brisbane property sold at auction, the relocation to Armidale went smoothly and most excitingly of all, son Sam arrived safe and well the end of August 2016.

For Carl and his wife, Heidi, moving to Armidale meant a return to old stomping ground. The couple first met in 2002 while attending the University of New England. Having also married in Armidale, it was a place that held treasured memories for them.

Both Carl and Heidi grew up in regional areas and after four years in Brisbane, they welcomed the opportunity to provide Sam and big sister, Anna (aged 2) the same kind of upbringing they had known as children.

Now over twelve months on from that crazy period, the Trevaskis four are very much at home in Armidale and Carl is relishing his position as the company’s Financial Controller.

Carl brings to the role well over a decade of experience in business and financial management and despite having worked for some hugely successful companies, he’s never felt more excited about the direction in which he’s headed.

“I’m hoping this is my last job. It’s just fantastic here. I’m open to opportunities within Invest Blue but I’ve felt for a long time now that this is where I want to stay. Invest Blue have instilled a terrific culture and work hard on taking on people who are the right fit. I’ve been so impressed since coming on board 12 months ago.”

“Here, it’s possible to stamp your ground and have an opinion on things as well as being given the freedom to do job your well. Invest Blue is a very transparent company where you are recognized and rewarded for your success. For a relatively small business, I’ve seen wonderful things happen. At Invest Blue, there are clear processes in place and everyone is disciplined, on task and approaches their work with great gusto but there’s motivation and celebration too.”

Another thing Carl admires about the company is the flexibility, particularly when it comes to work / life balance and the importance of family. Carl loves that he can now pop home during his lunch break to see Heidi, Anna and Sam – even if he does have to tiptoe should his visit coincide with the children’s nap time!

With two kids under the age of three, Carl and Heidi certainly have a busy household, but they’re delighted to have made the move and love what Armidale has to offer. Another bonus of returning to the region is that Carl and Heidi can look up fellow UNE grads. In fact, Carl even works with some of them at Invest Blue!

When it comes to plans for the family, Carl would love to emulate his own childhood experiences. As a youngster, he was fortunate to have enjoyed some amazing holidays and loved growing up with incredibly supportive parents. Carl plans on the same hands-on approach as a parent and looks forward to sharing tremendous adventures with Heidi, Anna and Sam. An annual beach holiday tops the list with an overseas trip every once in a while, the icing on the cake. And while Armidale may still feel a bit chilly for Queensland born residents, Anna and Sam, it’s nothing compared to the destination Carl and Heidi most want to share with their little ones; Austria in winter – in all its wondrous white.

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.