Bridges Thornton expansion: new team members

We’ve recently expanded our team to include two new members, each of whom come equipped with a passion for the industry and will be heading the team’s newest location. The new appointments, David Williams and Logan Humphries, have hit the ground running at our Thornton office, being onboarded just months before the end of financial year.

Expanding the business in 2020

Our Branch Manager, Daniel Irving, said David and Logan joined the group at just the right time, and their wealth of knowledge will provide substantial benefits to the new team and clients at Thornton.

“We are excited to have the new additions join our team, and they’ve impressed us all with how well they’ve adapted during such a busy period – not to mention the fact that they’ve handled lockdown and remote working all while still finding their footing in the team,” Daniel said.

“It’s been amazing to see how they’ve caught every curveball 2020 has thrown and we look forward to seeing them excel further in our division.”

About David

David, who has filled the role of Team Leader – Paraplanning, has been with the Bridges family for over a decade, but was particularly drawn to the Lake Macquarie team. He was previously a Senior Adviser at the Newcastle branch in Honeysuckle, before then moving on to manage the Upper Hunter office.

Having worked for Bridges for over twenty years, David believes the Lake Macquarie branch stands out in terms of service and client focus. It was this focus on team values, innovative collaboration, technical knowledge, and advice that has propelled David to take up this new role.

“Bridges Lake Macquarie is one of those businesses that fit right in with the friendly spirit of the Hunter – the team is passionate about building lasting connections with their clients, and they use their rapport to continue offering professional, personalised financial advice,” he said.

About Logan

Logan says he too was impressed with the way his new team collaborate and support each other and their clients.

“I think I’d only worked with my new team for a few days before we went into lockdown, but the switch was a breeze thanks to the encouragement I received. Any questions I had, the team were there to help me along,” Logan said.

Logan joined the Bridges family fresh out of high school, ahead of his enrolment at the University of Newcastle. His knack for hard work, leadership, academic success, and respect among peers was what caught Daniel’s eye.

“We were looking for a highly motivated school leaver who had an aptitude for financial services. Logan checked every box, and he even showed an interest in the community through regular public speaking, which is important to our team,” Daniel explained.

David and Logan in Thornton

Both David and Logan are keen to make their mark on the new Thornton office, with collaboration and support at the forefront of their operations. Daniel says the pair were chosen strategically, and that the team needed a mix of experienced seniors and younger innovative individuals to achieve success.

“I know the next few years will involve significant amounts of changes and re-engineering of processes across the practice as we embrace much more technology and automation,” he said

“David has the experience to teach Logan, and Logan’s adaptability will help them moving forward.”

David and Logan will continue to work closely with the Bridges Lake Macquarie team to provide a high level of technical advice and service to the firm’s clients.

Outside of work

But it isn’t all work and no play for the new team members. Both proud to reside with their loved ones in the Hunter, David and Logan say family means a lot to them.

Outside of work, Logan enjoys visiting the beach, listening to music, and hanging out with friends and family. Meanwhile David likes spending time with his daughters, listening to music from the 80’s and has a strong interest for motor cars.

 

David and Logan have already proven themselves to be a great fit for Bridges Lake Macquarie, we’re excited to see where their new positions take them. Click here to book an appointment with our team.

Growth as Bridges celebrates third birthday

Growth as Bridges Lake Macquarie turns three!

Our business is celebrating our third birthday! We put much of our success over the three years down to a relentless passion for delivering tailored, quality financial advice to clients and a commitment to our core values.

We are so proud to have assisted even more individuals and families over the past 12 months, who have now taken positive steps towards improving their financial circumstances. Seeing our clients proactively working to better their lives is at the heart of why we love what we do.

2019 wrapped up

Our team hit some significant milestones this year.  We hope to continue our phenomenal growth as the business enters its fourth year. Here’s just a taste of some of the fantastic things that have happened in 2019:

  • Team education and upskilling.

Our commitment to education, professional development and raising the bar has continued this year. Blair and Craig were amongst the first in Australia to study, sit and pass the FASEA exams. David and I won’t be far behind, with plans to sit the exams in December. All our financial advisers are actively enrolled in further studies, as they continue to grow their education and commitment to the standard of quality we strive to uphold at Bridges Lake Macquarie.

  • Lake Macquarie branch services proves beyond expectations.

One of our financial planners, Craig Orbell, received high praise this year for his excellent service. He was named number three in the Bridges top 10 at the 2019 National Conference. This was a recognition made by peers and continues to be a testament to the calibre of Craig’s knowledge and skill.

  • Community support.

Over the past 12 months we have supported a number of initiatives in the Hunter. Some of these include Carrie’s Place, Thornton Junior Soccer Club, The Smith Family and just recently the Ronald McDonald House #12DaysOfRMHChristmas. We know how important it is to give back, and the Bridges team is passionate about a number of local causes that make a positive impact on our community.

  • Branch audit.

The team recently participated in a number of external audits conducted by PwC (PricewaterhouseCoopers). We’re pleased to share that our practice passed with flying colours! The findings confirmed that all advice we deliver to clients is appropriate, in the client’s best interest, delivered by highly competent advisers, relevant to their goals and, most importantly, improved both their financial and personal circumstances. As PwC said, “while many of the rules of business have changed, the fundamentals haven’t”. Bridges Lake Macquarie has continued to offer solutions motivated by strong moral values.

  • Expanding in Maitland.

We spent a lot of time listening to our clients’ needs this year and, as a result, have expanded our presence in the Maitland region.. We established dedicated meeting rooms in East Maitland to cater to a growing number of clients based in Maitland and the surrounding region. For those living in this area, it means you no longer need to travel to our Boolaroo office for appointments, or to drop off documents and records. This move has been so successful, we’re already planning to triple our capacity to help Maitland locals early in the new year.

  • Financial markets.

2019 proved to be anything but boring, predictable or even sensible when it comes to financial markets. Trade disputes and geopolitical frictions became significant key drivers of the global economy and financial markets. Patient investors watched both the global decline and rapid recovery in risk assets this year, delivering solid returns in equities, infrastructure and listed property assets.

Meanwhile, interest rates continued their long-term decline on the back of the Reserve Bank’s decision to lower the cash rate multiple times throughout the year. This caused both delight for mortgage holders and frustration for many self-funded retirees hoping to earn a positive return on their cash, one that exceeds the rate of inflation. Many macroeconomic themes and geopolitical events that unfolded during the year may well yet continue into 2020.

This should serve as a reminder to maintain a flexible investment strategy and to diversity amongst sectors and asset classes. Engrossed in the financial world, our team was very aware of all the economic trends, and were able to relay this important information to our clients.

 

The secret to success

We have a great team and great clients – that really is the secret to our success and our continued growth! Many thanks to the incredible team at Bridges Lake Macquarie and our amazing clients for their unwavering support as we strive to become Lake Macquarie’s most trusted and respected financial advisers.

Without our fantastic team, the high standard of service we provide just wouldn’t be possible. I thank them for going above and beyond in their work.

In the same regard, our achievements wouldn’t be possible without our wonderful clients. It’s their trust, and their raving reviews, that motivate us to keep doing what we do. It’s thanks to some amazing feedback and recommendations that our client base has continued to grow in 2019.

Talking about us to your friends, sibling, cousins or workmates has made for some excellent referrals and has caused the business to grow significantly.

We look forward to welcoming more appointments to the team in 2020!

We can’t wait to see you in 2020 – have a wonderful break, we’ll be back in early January.

 

 

Regards,

Daniel Irving and the Bridges Lake Macquarie team