21 Dec 2020 – The Year In Review
We cannot recall a year like 2020. Twelve months ago, drought and bushfires dominated the Australian conversation, only to be eclipsed by the global humanitarian and economic disaster that was COVID-19.
In the face of uncertainty, remain focused on long term goals.
- Stay in the discipline of controlled spending
- Maintain regular manageable investment with prudent reviews, and
- Keep cash on the sidelines ready for opportunities that may present.
The Partnership Grows
LACHLAN SUE
It’s with great pride that we share the news of Lachlan Sue’s appointment as partner and stakeholder in our business.
Lachlan has been with our firm for 10 years. Over this period, he has completed business and law degrees and in 2018, was admitted to the Supreme Court of NSW. Lachlan has recently been appointed a Chartered Tax Adviser with the Tax Institute of Australia.
We close 2020 with a combined sense of satisfaction, relief and gratitude.
It’s been an unprecedented challenge for many of our clients and one that has also tested our team.
To all our valued clients, we say thank you for your continued support and giving us the privilege of being your trusted financial partners. Many of you were significantly impacted by COVID-19 and were stretched to keep businesses afloat and retain your employees and customers. The Government stimulus measures provided backup for some and a lifeline for others. In the upcoming final round of JobKeeper, we will be in touch in the New Year to ensure those still eligible to retain the benefits do so.
To our Matrix Norwest team, we say a huge thank you for your dedication and hard work this year. The 2020 challenges required us all to step-up, understand and implement the constantly changing Government stimulus measures, and ensure our clients remained informed and accessed all appropriate support. We are extremely proud of what the team achieved and the manner and spirit in which it was achieved. Despite some long hours and stressful moments, we look back on 2020 with the satisfaction that the team efforts helped so many of our clients in such challenging circumstances.
From the Matrix Norwest Partners, we now look forward to us all spending a little time off with family and friends and to enjoy some rest and relaxation over the Christmas and New Year period. We look forward to continuing to be of service and sharing your journey in 2021. Our priority remains to provide the highest level of integrated holistic advice in the areas of financial planning, taxation and succession planning to meet your personal and business needs.
We wish you all a happy and healthy Christmas!
Rob Pedersen, Matthew Stevenson, Alison Stevenson & Lachlan Sue
