As we approach the end of 2024, we want to take a moment to thank you for your trust and support throughout the year. It’s been an exciting and rewarding year for all of us at Holzworth Partners, and we’re proud to share some of our highlights with you:
Year in Review
- A Prestigious Recognition: Jane Purnell was honoured as the Queensland Institute of Public Accountants Member of the Year. This achievement reflects our commitment to professional excellence and the dedication of our entire team.
- Holzworth Legal: Our legal division handled 160 conveyancing and estate planning matters this year, ensuring smooth transitions and secure futures for our clients.
- Compass Brokerage: Our lending team grew remarkably, closing 150% more loans than in 2023. From small businesses to SMSF investment properties and first-home buyers, we’re proud to have supported our clients in achieving their financial goals.
- Client Service Excellence: Our client service team answered 1,740 calls, delivering the support and assistance you needed when it mattered most.
- Financial Services Success: Our financial services team provide tailored advice through 96 new personal financial advice documents, guiding you through everything, including Self-Managed Super Funds, retirement planning, and investment strategies.
Holiday Closure Notice
Our office will be closed from Saturday, 21st December, and will reopen on Monday, 6th January 2025. During this time, our team will recharge to come back refreshed and ready to support you in the new year.
Looking Ahead
As we prepare for 2025, we’re excited to continue providing exceptional service and innovative solutions to meet your financial, legal, and lending needs. Your success inspires us daily, and we’re grateful to be part of your journey.
Wishing you and your family a joyous holiday season filled with love, laughter, and relaxation. We look forward to working with you in the year ahead!
Warm regards,
Mark Holzworth and the Holzworth Partners Team
#HolzworthPartners
