January might have seemed like a long month for many, but we have all been busy in the Aqua office, holding meetings, attending seminars, and planning for the year ahead. We have some exciting ideas, so stay tuned throughout the year to hear more.

We have written about our biz4Biz nomination in the last few blog posts, and as the voting is still open for another two weeks, we would really appreciate your support. We are one of the nominees in the best Legal & Financial Services provider category, and details of how to vote can be found below.

 

Winter Newsletters

Our winter newsletters have been sent out to our Aqua clients, and also are available to view on the Newsletters tab on the Aqua website. If you only have a few minutes, we would particularly recommend our Winter Simply Money Newsletter, it explains why the new year is a perfect opportunity for a financial overhaul, how to make your pension work for you, the importance of the right protection plan, a guide to helping out with university costs, and much more. Read it here 

 

Exam Success

We are very pleased to announce that Cam, one of the Aqua team, passed his R05 exam earlier this month. This was something that he worked extremely hard preparing for, and we are all so happy that all the studying paid off!

 

Seminars

With the new decade well underway, there have been lots of seminar visits this month. Some highlights include learning more about how environmental, social and corporate governance investing is evolving, at the PFS conference, and finding out how the Chinese Belt & Road Initiative, Japanification and the US election candidates are affecting global markets, at the Invesco intelligence seminar.

 

biz4Biz Awards 2020

Last year, Aqua Wealth Management were finalists in the Best Legal & Financial Services Provider category at the biz4Biz awards. We are excited to announce that we are nominated again for this year, and we would really appreciate your vote to get through to the judging round, where we can share with the panel much more about what we do, and our initiatives to help the local community, To vote, please follow the link here, and register to vote.

 

Thank you for reading, and wishing you a wonderful February,

 

Your Aqua Wealth Management Team