Here's the thing about finance.... it can be really serious, and we know it.
Very often our clients are making really big, perhaps life changing decisions, and are entrusting us with the responsibility of guiding them through what can be an absolute maze of finance solutions, policies, rates, and outcomes, towards the bigger picture, and we never take this lightly. What it does not mean however, is that it can't be fun! As serious as finance is, it is also terribly exciting and such an honour to be entrusted with being a valued and relied upon member of a client's team! And given the journey that we take with our clients, we often get to know then quite well, as they do us, so as to enjoy the ride.... kind like being stuck on the rollercoaster with someone you know nothing about, taking those twists and turns, and ultimately celebrating the success of the ride can be a little awkward, so we do take the time to know who's riding with us! Life is like that sometimes, so let's try to keep it fun shall we?!?
The last couple of weeks have been like that! The run up to Christmas is always like the uphill climb on that rollercoaster, and in a week's time, it will be like the rush down the other side with Christmas being the final destination. Amongst the mix however, and to add to the excitement, the team and I have had a little (LOT) of recognition for all the hard work and investment we make into our client's dreams and goals, which has been in the form of a very special award at our National Conference just a week or so back.
You see, our clients and referral partners know how hard we work, how serious we take our mission, but also how much we love and enjoy our passion, and the last year has seen our growth, commitment and passion recognised at a National Level at the Choice Aggregation 20th Anniversary National Conference on the Gold Coast. So much of our work comes from our existing clients talking about how awesome we are, as well as our referral partners relying on us to hold the hand of their valued clients in supporting their visions.
As always, a girl just couldn't do it without her team... Ally, Kylie, Ave, Julie, Nat, and Phil... not to mention my parents (doesn't matter how old you are, if the sentence starts with your name, you know you are in trouble!), children, friends, clients, business and referral partners and support team in general who support me both professionally and personally (girl, you seriously need to get more sleep!)... 2017 has been a success! Bring on 2018, it's going to be grand!
Rachael Bland – Founder & CEO