2023 – A YEAR IN REVIEW… THREE FROM THREE!

The sky was the limit in 2023 for us at Orange Financial Planning which saw us again rated as one of the top three best financial advisors in Orange for the third year in a row by Three Best Rated.

Just like my favourite team, the mighty Penrith Panthers, we are working hard towards taking out that premiership again in 2024!

You could say we gave it 110 percent last year which saw us double our client base and customer satisfaction rating. We are always focused on quality over quantity here at Orange Financial Planning, but growing our business has been an important goal kicked for us in 2023.

NEW HOME GROUND & STARRING TEAMMATES IN 2023!

Those of you who have visited us recently in Orange will know, we’ve moved offices to our new and improved location at 58 Hill Street. We not only gained extra office space, we also gained two new staff members.

Rose Hodgins joined the Orange Financial Planning team as Client Service Manager. Rose is also working as a junior advisor/wealth advisor. She works closely with our superannuation and insurance companies.

A true local, Rose was born and raised in Orange. She has been in the finance industry for more than seven years and has previous experience in a financial planning firm. Rose was a Home Loan Broker with a major bank prior to joining Orange Financial Planning.

Rose is currently working towards her graduate degree in Financial Planning and has completed her cert 3 in Administration as well as a Diploma and Advance Diploma in Financial Planning.

My lovely wife, Melanie Mitchell, also joined the team in the new office this year as the welcoming front of house face. Melanie is technically not new to the business as she previously worked behind the scenes and was pivotal in helping me establish Orange Financial Planning.   

We added a new office in Bathurst to our line-up this year at 120 Russell Street. This has proven a huge success. Give us a call to make an appointment in Bathurst if this is a more suitable location to access our services.

 

GIVING BACK IN 2023 – MORE THAN $290K RAISED FOR CANCER!

During 2023, we were able to give back and really make a difference to a cause that is close to our hearts. We became a major sponsor for both the Stars Of Orange and Stars Of Bathurst Dance For Cancer events which raised more than $290,000.

Both great events to be involved with, I personally was on the judging panel for Bathurst and was blown away by the talent. It seems we have many hidden gifts in our local community especially in our local businesses.

SUPER-SKILL – THE PODCAST DEBUT!

You all know how much I love to talk… well now I’m putting my super-skill (all puns intended) to work making my debut in podcasting this year. I featured on The Clever Investor Podcast and if you didn’t catch me in action – make sure you check it out in the links below. The podcasts included ‘Unravelling Super: Is it Designed to Baffle?’ and ‘The simple truth about your Superannuation’.

VIDEO KILLED THE RADIO STAR!

Yes, the rumour is true… I also upped my video game in 2023. We created a series of videos for clients on what to expect when working with Orange Financial Planning. Videos ranged from taking that first step into starting the financial planning process and went right through to the review stage. Check out the link below to access the new video gallery on our website.

MAKE 2024 YOUR STARRING YEAR ON THE FIELD!

Thanks to all the terrific clients I have continued to work with and the new clients I have had the pleasure of meeting in 2023. I look forward to helping you be the star of your own finances and shape your future wealth in the coming year ahead!

Merry Christmas and happy New Year!

Tyron Mitchell

Let Orange Financial Planning help make 2024 your starring year! Contact us on (02) 5310 4477 or drop us a line HERE!

 

See here for more information on Orange Financial Planning services…

ORANGE FINANCIAL PLANNING – WHAT WE DO

Check out my podcast debut on The Clever Investor Podcasts below…

UNRAVELLING SUPER: IS IT DESIGNED TO BAFFLE?

THE SIMPLE TRUTH ABOUT YOUR SUPERANNUATION

Also check out our new video gallery here for some great information on our process here at Orange Financial Planning…

 

Mitchell Advice Pty Ltd ABN 44 625 356 872 t/as Orange Financial Planning is a Corporate Authorised Representative of Synchron AFS License No 243313. Unless specifically indicated, the information contained is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek personal advice from a financial adviser.