Latest News from Newealth

Announcement: ‘AAAA’ Client Status

• Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner

Done.

It took 3 decades but today, Wednesday 13th November 2024 it is with both great pride and pleasure that we announce that the first of our clients has achieved ‘AAAA‘ Client Status.

At Newealth a client is moved to ‘AAAA‘ Client Status once their portfolio achieves a minimum of AUD$10,000,000 in Net Profit after fees and before tax.

We congratulate our client and thank them deeply for allowing us to help them become the first ever Newealth client to achieve in excess of AUD$10,000,000 in Net Profit after fees and before tax.

This is not the end of the journey, today we only finished a part of this epic adventure which is to help our clients accelerate their wealth.

At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.