Introduction

Christmas Message 2023By Anthony Warr

As we look forward to the Christmas and New Year break, I write with a feeling that the world is moving at a faster pace than ever before and facing the greatest uncertainty we have seen for many years.

Christmas Message 2023 By Anthony Warr

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FAAA_Conf23_Award_Winners (125)

As we look forward to the Christmas and New Year break, I write with a feeling that the world is moving at a faster pace than ever before and facing the greatest uncertainty we have seen for many years.

With a further interest rate rises, conflict in Eastern Europe and the Middle East, the resignation of 3 state premiers and cost of living pressures, it is difficult not to be distracted and risk making emotional decisions about our finances.  However, it is in these times we believe we do our best work for you, and no matter what it thrown at us in 2024, we will be focused just as we have been in the past.

Reflecting on 2023

Over the year our firm has continued our support of KOTO and WIRE through financial contributions. In late 2023, our team decided to focus our support on Pancare with a range of fund raising initiatives – in 2024 we will have more to share on this.

Despite the challenges of 2023, this year has been one of highlights and milestones.

New Team Members

This year we welcomed 4 new team members; Lauren Smith, Oliver Cahill, Emerson Wise and Mattew Howley.  Each of these talented individuals have had a great start and positive impact on the firm.

Zoe Vincent welcomed Macey into the world

Zoe is currently enjoying time with her partner and their little girl, Macey.  This is Zoe’s eighth year with our the firm and we look forward to welcoming her back in 2024!

2023 Finanical Advice Association of Australia Awards

I am proud to share with you that WARR HUNT was one of three finalists in the FAAA Professional Practice of The Year award, and Bianca Musico one of three finalists in the Certified Financial Planner of The Year award.

The FAAA Awards recognise individuals and firms that consistently uphold the highest standards of professionalism and provide trusted financial advice, as well as those who go above and beyond to support their local communities. The selection process was rigorous and each award had a separate judging panel, so to be named as finalists in two awards was a fantastic achievement.

The winners were annouced in November, and while the firm and Bianca didn’t walk award with the win, I am so proud of the contribution of our team and particularly Bianca’s dedication to her professional growth whilst raising a young family - a wonderful individual acheivement.

We are not done and will use this recognition to focus on continual improvement and the pursuit of helping our clients, our community, and our team improve their financial well-being – watch this space in 2024!

Milestones for the Firm and Our Clients

For the firm, 2023 saw two significant milestones:

  • 10 year anniversary of WARR HUNT – the formal coming together of Sam and Anthony.
  • 20 year anniversary of the new direction of the firm – some of you will remember this!

Following the FAAA Awards in Adelaide, we all got together as a team in the McLaren Vale to celebrate the award recognition and these milestones.

During the year, we had many stories of client successes – including business sales, the purchase of holiday homes, childrens’ weddings, the arrival of grandchildren, and some reaching financial independence.  It is a privilege to be able to have helped you in reaching these milestones and sharing the moments with you.

Christmas – New Year Closure

Our office will be closed from 5pm Thursday 22 December 2023 and reopen at 830am on Monday 8 January 2024.  Our phone and email will be checked throughout this period and if any urgent matter arises, you can be assured the appropriate team members will be there to help.

For most of us, this time of year is when we are afforded the opportunity to stop, reflect and recharge for a new year.  I hope for all of you this brief period presents an opportunity to spend some time on yourself and to act on something important, whether it be personal, financial or both.

On behalf of the WARR HUNT Team, we wish you and your families a very Merry Christmas and/or a joyous break.  We look forward to sharing a properous 2024 with you.

Anthony Warr | Managing Director

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Anthony Warr - "“It’s an absolute privilege to guide our clients in their financial and wealth management, and knowing that we play a part in them living a happy and fulfilling life”