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A year in reflection | 2022

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By Capital Partners Capital Partners News

Many of you may be aware that our Founder, David Andrew has been away for the last ten weeks, enjoying a well-deserved sabbatical for the first time in more than 20 years. While our end-of-year reflection is typically David’s forte, in his absence I have had the pleasure of sharing our end-of-year summary with you.

As I considered our key takeaways, I was struck with the acknowledgement that 2022 marked my tenth year with Capital Partners. During this time, I have witnessed extraordinary growth, met inspirational families, and above all, felt immensely proud of what the team have achieved for our clients and community. We’re committed to doing the right thing and creating more enriching futures, and we’re appreciative of you, our clients, for continuing to walk this path with us.

If 2022 has taught us anything, it is the power of perspective. As we all manage uncertainty, I am continually reminded that it is our mindset, and our perspective that dictate where we go next. The glass-half-full or half-empty analogy is as old as time but continues to ring true. Certainty has been in short supply, markets have been volatile, and the status of the economy continues to dominate headlines. There is a lot out of our control. However, there is also a lot we can control. Perspective helps us come back to what’s important, and in these moments family and friends are like gold dust, they remind us that we are more capable than we think.

In 2023, the Capital Partners team will continue to bring our unique capabilities together. We will continue to focus on the company’s reason for being – to help our clients and our team explore what’s possible and achieve bigger futures. As part of this, I look forward to creating more emphasis on having fun together, innovating our offering, and challenging the status quo. We achieve incredible outcomes when we work together, particularly when we’re having fun doing it. We look forward to you experiencing the outworkings of this as we strive to add more value to your financial lives.

Each year we take time to recognise significant team member milestones. As such, we cheered for Jenni Collins who recently celebrated her twentieth anniversary with Capital Partners. Affectionally referred to as our ‘work mum’, Jenni wore many hats but was officially known as our Accounts Coordinator. After many successful years, we farewelled Jenni who, along with her husband Neil, have entered retirement together. We wish them all the best for their upcoming travels and next chapter.

We also recognise Rachel Goh who celebrates ten successful years, as well as Emma Zwaan and Yasmin Weston who have both achieved five years of service. Our emphasis on development ensures our future success and the continuity of what Capital Partners exists for ‘to help our clients and our team explore what’s possible and achieve bigger futures’.

Additional highlight reel:

  • Several new babies entered the CP family: Callum and Rachel welcomed baby Miles, Milena and James welcomed baby Sophia, Emma and Willem welcomed Noa, and David and Rachel welcomed Samuel.
  • We celebrated the engagements of both Anna Cao and Milena König.
  • Rob McCaw umpired in his first WAFL Grand Final.
  • Nicole Beeching (formerly Chiam) married her partner, Will.
  • Riley Proudfoot finished her university degree.
  • Charmaine was shortlisted for Principal of the Year in the Women in Finance Awards.
  • Callum McPherson, Tyler Ellery and Aden Wilkins became licensed Associate Advisers.
  • We welcomed eight new team members into a variety of roles including Marketing Manager, Client Service Associate, Associate, and Operations Assistant.
  • We expanded our office upstairs with a new training space, kitchen, and collaborative area.

While we are all looking forward to a well-deserved break and time with our loved ones, we are also excited about the opportunities we know 2023 will bring!

From all of us here at Capital Partners, we wish you and your loved ones a safe and happy Christmas.

Charmaine

Chief Operating Officer

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