Minerds Bell News December 2020

 

Client Bulletin

from Andrew Harris principal of Minerds Bell Consultancy Group

Hi, welcome to our final update for 2020.

What a year for everyone!

The easing of COVID restrictions should mean we have a pretty “normal” Christmas after all.

Aside from my kid’s Olivia and Will whose Christmas bikes are sitting off Sydney Harbour on a boat waiting to offload, lets hope for a Christmas miracle that they arrive in time.

It’s funny how grateful we are, to be able to have 50 people at home, and to be able to stand up and drink in a hotel! Just 12 months ago we took these for granted.

 

In our final article of the year we’ve attached a “Review of 2020, outlook for 2021 – from pandemic to recovery” from Shane Oliver, Head of Investment Strategy and Chief Economist.

The article provides a review of 2020 in terms of what it meant for economies and investors and looks at the outlook for 2021. I hope you enjoy it.

 

As the year comes to an end, we do have 2 goodbyes to mention.

The first is Adviser Assistant Tao Finlay

Tao has been supporting Senior Adviser, Adrian Loader for the past 15 months or so, and more recently also William Nicodin and Jim Herman. Tao has decided to move to Queensland to be closer to her family.

We wish Tao good luck and a big thank you for your support and hard work.

 

The second goodbye is to Senior Financial Planner, Adrian Loader

Adrian is retiring at Christmas time after a distinguished 26-year career as an outstanding financial planner. Although I’ve known Adrian for many years, it was only 3 ½ years ago that we had the chance to work closely with him when Adrian merged his business, Silverstream Financial Solutions, into Minerds Bell as part of his planned succession and eventual retirement.

We wish Adrian all the best in the next phase of his life which is likely to involve a lot of fishing. It’s been a pleasure to work with a planner with Adrian’s skill and expertise. We will all miss him.

 

I want to let you know that the team and I will be having a break and the office will be closing on Tuesday 22nd December and reopening on Monday 4th January.

Finally, I want to take this chance to thank you for your support in 2020 and

Wish you and your family a happy and safe Christmas and a wonderful 2021.

I look forward to catching up again in the new year.

That’s all for now.

 

Andrew Harris

Principal – Minerds Bell Consultancy Group

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