As the 2024 year drew to a close, we celebrated another successful year for the team at Boutique Advisers Private Wealth. As is customary, we gathered for our annual Secret Santa (white elephant style!) which saw some spirited “gift stealing” amongst the team. Again, it appeared that the 3-pack of themed socks was a sought-after gift for the gents and no love was lost with the ladies as the martini glasses changed hands multiple times!
An important part of our celebration is the reflection on the year and the presentation of our 2024 staff awards. Our winners were again well and truly deserved of the accolades.
Our “Keen As Mustard” was awarded to Shannon Metzger who joined Boutique in 2021 in the role of corporate receptionist. Since that time, she progressed to a review client manager role and in November 2024, she was promoted to client manager. Shannon approaches her work with great pride & efficiency and takes on any new challenge with a keen approach so is a very worthy winner of this award!
The very hotly contested “Spirit Award” for 2024 went to Kim Lockett. Kim has led the charge with our Boutique social club, and she is constantly researching ideas of ways to bring the team together either outside of work hours with family or a quick 30 minutes during the day to raise the spirits of the team. Without a doubt the national paper aeroplane day last year was the highlight for the team & it has already been added to the calendar of events for 2025. Our first event this year is at Flight Club, which I think will be successful with some of our more competitive team members 😉
Our “Five Pillars Champion” Karen Haarhoff took out this title for 2024. As one of our Private Wealth Advisers, Karen prides herself on the client relationships she builds and ensuring her clients are fully versed with our advice process and client journey. Karen has mastered the presentation of the Five Pillars in her meetings and hers is by far the “neatest” out of all the adviser team, and as a result Karen’s clients walk away with the clarity needed to be able to make confident life decisions.
One of the fundamentals of our business is based around providing the absolute best “Client Experience”. Our client manager team is the engine room of our business, and we could not operate without them. This year’s recipient is one of our senior client managers, Monica Matteucci. Monica has worked alongside Gary Hasler for over 20 years now and in that time her commitment to the business and more importantly our clients has never wavered. Monica is often working back late, answering queries on weekends, going above & beyond for our clients to ensure they are receiving the best client experience they can. We really should have named this award after Monica!
And our final recognition is the Boutique “Blue Circle” award which goes to our general manager, Belinda Good. After joining the firm in 2015, Belinda has grown and has become an integral part of our business fabric and has been a key driver in the Boutique team’s success over this time. Belinda lives and breathes the Boutique values, and this award recognises the “extra mile” that she consistently delivers for the team and a reflection of her selfless nature to help the business to be the best it can be. We congratulate Belinda as a thoroughly deserved winner for 2024.