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Welcome to 2019

It seems that 2019 has started in a purposeful way for many people. Often in January it is hard to find anyone back at work before the Australia Day weekend – but this year we have started back with a bang.

We’re all looking forward to a year of personal and professional growth, and one where we help our clients solve problems and achieve goals.  Last year was an amazing year for positive client stories as individuals and families achieved what they were hoping for, businesses were sold, and retirement adventures began.

Almost daily we are reminded through client stories and outcomes, that money is just an enabler.  It helps people feel secure and certain, it funds lifestyles and pays for great experiences. Sharing in these client journeys is such an honour for us, and we hope that your 2019 is a positive, healthy and fulfilling year.  We are inspired by your stories; your travels and adventures, so please keep sharing them with us.

The last quarter of last year reminded us of how quickly market volatility can begin to erode our feeling of wellbeing.  Market falls quickly translate into our investment valuations and it doesn’t take long for us to begin second-guessing our investment decisions.

But if we ever needed a reminder of how quickly markets work, the bounce-back in January is a timely one.  As Warren Buffet said, “the stock market is a device for transferring wealth from the impatient to the patient.”  In this most recent round of market volatility well done on remaining patient – your portfolio will thank you for it!

We expect 2019 to be one of mixed messages and mixed fortunes.  The news on three fronts will continue to challenge consumer and investor confidence.  The US-China trade war, the BREXIT debacle, and the parlous state of Australian politics will all weigh on our concerns.

Through this uncertainty you can be confident that your financial plan has been constructed to withstand these events, as has your investment portfolio.

In February the Hayne Royal Commission will hand down its final report.  Already the ramifications are rippling through the financial planning and investment industry as it is estimated that up to 50% of current financial advisers will leave the industry.  This is not such a bad thing given the evidence of wrongdoing.

It would be naïve to think that the royal commission findings won’t impact us at all, however we are very confident that we are exceptionally well positioned for the future.

We are responding by recruiting the best possible people to serve you into the future.  As the year ticked over our team hit 30 for the first time, and I am genuinely excited by the talent we have at Capital Partners.

As we enter our 20th Anniversary year we thank you for your continued confidence in us – we are here to serve you, and we are only a phone call away.

Best wishes for a happy, healthy 2019!

David Andrew, Founder and CEO

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