I know self praise is no praise but I had some good news and want to share. Insight Wealth Partners had its first annual audit today. And I quote the auditor “now before I start this file review, I just want to say how impressed I was with the quality of the advice you gave these clients. You can really see that you saw these people as fellow humans and looked for ways to help them, not just trying to sell them something”
Well our corporate motto is “putting you first”. There is a definite spring in my step today as its great that others can see it (auditors not being known for effusive praise!)

By Trevor Thompson. 
CFP DipFP
SENIOR PARTNER