As we approach the end of 2024 by Annemarie Nel, our esteemed Retail Wealth Manager at RFS Financial Advisors.

As we approach the end of 2024, it is with immense pride and gratitude that we reflect on what has been an incredible year for our company. This year marked the beginning of our journey to create a financial advisory company that embodies commitment to excellence.

Our mission from the start was to deliver tailored financial solutions that empower our clients and foster long-term partnerships. We are grateful for your support, as a result, we have achieved remarkable milestones in our first year. Our successes include launching our core servicing offerings, establishing robust service, reporting and compliance systems, and establishing meaningful relationships with clients.

Your belief in our talented and passionate team has been the cornerstone of our progress.

As we look ahead to 2025, we remain focused on, innovation, and the continued delivery of value to all our stakeholders. We believe with a solid foundation in place, we are excited about the opportunities that lie ahead and are committed to achieving even greater heights.

May I take the opportunity to thank every client for being part of our journey. I wish you all a joyful holiday season and a prosperous New Year.