Testimonial from Dale Barratt – Tasmanian Perpetual Trustees

Hi Andrew,I just wanted to send you a quick note regarding the November edition of the FPA Financial Planning Magazine, which I have just read.  It was refreshing to read your comments regarding “Is yield the new asset bubble?”, on pages 26-32.Your comments – on what is essentially an immediate/short-term financial markets’ matter – were, as always, refreshing; rational, balanced; and with a deliberate focus on professional planning philosophy (i.e. SAA vs TAA, risk profiling and the actual role of the planner in the process etc.). You should still be on the FPA Board!Your clients are very fortunate and are in good hands.

In the meantime, best wishes Andrew for the festive season.

Kindest regards,

Dale Barratt

Portfolio Manager at Tasmanian Perpetual Trustees

CLICK HERE FOR A FULL COPY OF THE ARTICLE

About Wealth Partners