We are delighted to welcome Shane Barclay & Associates clients, Shane Barclay, Emily Barclay, Melissa Wright and Rebecca Carmody to join the Insight Wealth Planning Team.
In February 2016, Shane and the team joined our business at Kotara officially, which involved the relocation of the office from Charlestown to Kotara.
Shane has invited, to introduce clients to both Simon Tworek and Tabitha Tworek, and has found a home here at Insight.
Shane says ‘So far we have welcomed approximately one third of my clients to meet with Simon and Tabitha at Insight and I have been extremely happy with how seamlessly the transition has been. It’s also been a relief how welcome my old staff, Bec, Em and Mel have been made to feel as well.’
As we continue to catch up with you as a client over the coming months, we look forward to getting to you know as individuals and families.
If you need to speak with us for an earlier conversation, feel free to contact at the office on 0249411888.