As we bid farewell to 2024, it’s time to reflect on a year filled with significant personal milestones and achievements for the business. This year has been a testament to our dedication, growth, and commitment to serving our clients.
January marked a personal milestone as my son, Ruben, started school. We also kicked off the year with a regional trip to Coffs Harbour, setting the tone for a year of expansion and outreach.
In February, we established a satellite office in Ringwood, enhancing our ability to serve clients in the eastern suburbs. This strategic move has allowed us to be more accessible and responsive to our clients’ needs.
June saw the commencement of our client appreciation nights at the RACV Club in Melbourne CBD. These events have been instrumental in strengthening our relationships with clients and expressing our gratitude for their continued trust and support.
Our focus on business development continued through July and August, with visits to regional Victoria and another trip to Coffs Harbour. Additionally, our director secured a spot in the Mentorship Program at the RACV Club, fostering growth and further personal development.
In September, we successfully acquired Aurora Finance clients, expanding our client base and service offerings. This acquisition has been a significant step in our growth strategy, allowing us to provide even more comprehensive financial solutions.
October brought a moment of pride as we were honored with the Australian Finance Group Victorian Community Broker of the Year award. This recognition is a testament to our commitment to community engagement and desire to be the number broker in our local community.
In November, we attended the AFG National Broker Conference in Gold Coast, gaining valuable insights and networking opportunities that will drive our future success.
As the year drew to a close in December, we took time off to rest with family and plan for the year ahead, and did an IT process update by the way of introduction to our Client DocBox system, ensuring we are refreshed and ready to tackle new challenges and keep improving in our client data security and experience.
Throughout 2024, we achieved 45 lodgments and 41 settlements, conducted 250+ client loan reviews, and worked with a total of 27 financial institutions. Our top five banks/lenders for the year were Macquarie Bank, Bank Australia, Commonwealth Bank, NAB, and Bank of Melbourne.
As we look forward to 2025, we remain committed to our mission of providing exceptional financial services and building lasting relationships with our clients. Thank you for being a part of our journey.
