Minerds Bell August News

Client Bulletin

from Andrew Harris principal of Minerds Bell Consultancy Group

Hi, welcome to our August update.

I hope this bulletin finds you well. The year is flying by quickly, the next thing we know Christmas will be here!

This month I have some team news to share as well as a few articles I hope you’ll find of interest.

Firstly, in July, we had two new team members join us. Joanne (Jo) Roberts and Jim Herman. Jo has joined the team as an Adviser Assistant to support Daran Thompson. She has a wealth of experience in the financial planning profession including as an adviser and practice manager. Outside work, Jo can be seen on the sidelines supporting her daughter’s netball team, walking Anstey Hill for fitness with her Great Dane called Gracie. We are thrilled to have her with us. Our second new team member is Jim Herman. Jim is a high quality, experienced financial planner who has joined us as part of his succession planning. I’ll introduce Jim more thoroughly in a future newsletter very soon.

Other news from behind the scenes is that over the last 2 weeks, Natalie, Daran, William, and myself have been studying hard doing one of the new mandatory Uni subjects required by the new Government educational standards. While this is time-consuming for us, it’s important for you that we remain at the top of our game in our advice.

Finally, a few articles I’d like to share. These are around: –  The importance of being financially fit. It takes this worry off the table; What COVID-19 has done to inflation for the first time in quite a while; and lastly, How keeping focus on your longer-term goals can help your perspective when things seem volatile.

Take care. That’s all for now,

Andrew Harris

Principal – Minerds Bell Consultancy Group


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