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.

How time flies – celebrating two years of Bridges Lake Macquarie

When we started this practice, our focus was to build a high-quality business that would help people live a better life by giving them greater confidence to make good financial decisions that would achieve their personal lifestyle goals.

Here we are two years later and we’re celebrating another anniversary amongst many other achievements. It’s a great opportunity to reflect on the last two year – the successes, the achievements and challenges.

I wanted to share a few words on the journey so far and, more importantly, say thank you on behalf of the entire team.

It has been a very busy period of expansion and we have continued to grow our financial advice, support and client service teams. We have been blessed to recruit such fantastic team members along the way to help service and support our truly wonderful clients.

Our continued efforts to raise expectations and follow our client-first approach to advice caught the eye of the judges at the annual Bridges Group awards where our practice was named ‘Branch of the Year’ in early 2018. Craig Orbell was also awarded Young Advisor of the Year. Craig is a very deserving winner and a highly regarded member of the Bridges Lake Macquarie team.

We are very humbled that our practice has grown entirely on referrals over the last two years, credited totally to our satisfied clients that continue to recommend our unique value proposition to others.

These client referrals have extended our footprint throughout the region and we are now servicing clients across Lake Macquarie, Maitland, Newcastle, Port Stephens, Central Coast, Sydney and New England as well as interstate and overseas.

We are all very thankful for your support, as you continue to believe in us, our ability to help you no matter the situation and our expertise on financial, lifestyle and business goals.

I am pleased to say the focus of the practice remains unchanged; it’s still about people and following our values. We continue to enjoy solid relationships with our clients and associates and we still get as excited as they do in reaching their milestones, achieving their goals and setting new ones.

In reviewing 2018, it was certainly a year of ups and downs for many of our clients both personally and financially.

We celebrated with those that reached and settled into a comfortable retirement or achieved a major financial goal like paying off a mortgage, while congratulating those with the courage, drive and enthusiasm for buying or starting a business.

We supported others who said farewell to loved ones this year and provided guidance and assistance with insurance claims for death, disability, loss of income and cancer events to help others get back on the path to a stable life.

Financial markets delivered positive results for investors who swam in between the flags for most of the year, only to cause frustration in the last quarter by the uncertainty of Brexit and a breakdown in global trade negotiations between the United States and China.

Looking towards 2019, we continue to be optimistic about the future. We know that with regular coaching, progress meetings and fine-tuning our client’s financial strategy, it will deliver the best probability of achieving aspirations and reaching target destinations.

We will continue to challenge ourselves to reach bigger, more audacious goals by investing in more personal and professional development so we – as a team – can better support you on your journey and navigate the best path forward.

To help achieve this, we’ll be seeking your feedback early in the new year on our service delivery and the quality of our advice and support, to ensure we continue to meet and exceed your expectations.

You may have already noticed that we have started embracing more technology in the practice over previous months and this will continue to be a focus during 2019. We hope these advancements will make doing business with us even easier and be an efficient use of your precious time in the new year.

Skype & Zoom Meetings will be offered for our clients that are hindered by either distance or time. This will make communicating with us easier and will also offer the option to book your next meeting online if you’re unable to phone the practice during business hours.

Have a wonderful Christmas break with family and friends and we look forward to working with you again in the new year!

Regards

Daniel Irving and the Bridges Lake Macquarie team