We’re thrilled to welcome you to the very first blog! We’re so excited to kick off this new chapter with you! This blog is a space where we’ll share stories, milestones, lessons learned, and a peek behind the curtain of what makes our business—and our lives—so meaningful.
Whether you’ve been with us from the beginning or are just getting to know us, thank you for being here. We’re looking forward to sharing the heart and hustle behind everything we do, and we hope you’ll enjoy being part of this adventure with us. Here’s to new beginnings and everything that lies ahead!
Business Milestone: 6 Years Strong
As we mark the 6-year anniversary of our business, we’re filled with immense gratitude for how far we’ve come—and even more excitement for what lies ahead. What started as a small one-man business with big dreams, we have grown into a thriving business, thanks to the unwavering support of our clients, partners, our staff, and hard work.
Over the past six years, we’ve:
- Expanded our business with clients located in Wollongong, The Shire, Southern Highlands, and Queensland
- Built lasting relationships with incredible clients
- Grown our team to include Wen & Kai, – Client Service Administrators, whose talents and dedication have elevated our business to new heights. To find out more about the beautiful Wen and Kai please see their bios on our new website
- We all survived Covid and the lock downs that changed and challenged all our lives. This milestone is more than just a number—it’s a testament to resilience, teamwork, and the power of passion-driven work.
Family Update: Proud Moments
On the home front, we’ve had some wonderful milestones too:
- I have completed all FASEA education requirements
- I am continuing with my Master of Financial Planning Studies
- We continue to renovate our family home and are making good progress on our dream home.
- Our eldest son has officially completed his university degree, a huge achievement that we’re incredibly proud of!
- Our younger son is in the final stages of his chef apprenticeship, and we can’t wait to see where his culinary journey takes him next.
- We continue our love of travel and new experiences through our adventures overseas.
Watching our children grow and pursue their dreams has been one of the most rewarding parts of our lives. Alongside this, our shared love of travel has brought us countless unforgettable experiences—exploring new cultures, tasting unfamiliar cuisines, and creating cherished memories together as a family. Whether it’s a quiet moment on a beach or an adventure in a bustling city, these journeys have deepened our bond and enriched our lives in ways we never imagined.
Looking Ahead: Our Vision for the Future
As we celebrate this milestone, we’re also setting our sights on the future. Here are a few of our key goals for our next chapter:
- One of our core priorities is to continue nurturing and strengthening the relationships we’ve built with our existing clients. We deeply value the trust and loyalty they’ve shown us over the years, and we’re committed to providing even more personalised, responsive, and impactful service. By staying attuned to your evolving needs, offering proactive support, and consistently delivering high-quality outcomes, we aim to not only meet expectations but exceed them. We foster long-term partnerships built on mutual respect, collaboration, and shared growth. We’re excited to keep building, dreaming, and growing—with you by our side.
- Expand our team further to bring in fresh perspectives and specialised skills
- Continue to grow the business
- Invest in technology and innovation to streamline operations and enhance client experiences
- Foster a culture of learning and growth within our team, encouraging continuous development and creativity
As we celebrate these milestones together and look ahead, we’re filled with excitement for what’s to come. The past six years have been an incredible ride, and we look forward to what is ahead. Whether you’re a client, a friend, a supporter, or someone just discovering us, thank you for being part of our story. We’re so happy to have you with us, and we can’t wait to continue growing, creating, and celebrating together.