2020 Wrap-Up

2020 Wrap-Up

2020 certainly wasn’t what we expected – it has been a strange and challenging one for many Kiwis. Who could ever have anticipated the arrival of COVID-19 and the subsequent shutdown of global travel, businesses, and life as we know it? Lockdown in March was a surreal experience that had the country waiting with bated breath for a return to daily life. 

As we eagerly emerged into our “new normal” post-lockdown, it became apparent that many of us were desperate to socialise, spend, and make the most of our freedom. Despite worries about the economy as a whole, the housing market has gone crazy this year, and it seems people have been spending their travel savings on renovations and new property.

At Finsol, we’ve had a whirlwind of a year. 

We watched as the business world became digitally-led.

It didn’t take long for everyone to adapt to Zoom meetings and video calling to keep things rolling. We refined our digital advice process long before COVID-19 hit, and we were thankful to be able to continue working as normal through the lockdown. We’ve noticed that our new clients are more receptive to doing things online.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We had a record year for enquiries, home loans, and claims.

We’ve had hundreds of life, health, and income protection insurance claims approved – and paid quickly, as they should be.

To everyone’s surprise, the property market boomed. The demand for property increased significantly, and our home loan team have been overwhelmed with applications. Read Paul’s property market update  here  for more information.

We welcomed two new advisers – and have more incoming.

Reuben and Andy joined us this year, and they’ve fit right in. They’re great lads who are blazing trails through insurance (Andy) and home loans (Reuben). 

We’re thrilled to have three new female team members starting in January.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We fundraised for The Mental Health Foundation of New Zealand.

It’s been a tough year for mental health. We gave back with a 5000 rep challenge at our local gym, raising $1,390 for Mental Health Awareness Week. We’re currently dreaming up some more charity fundraisers for 2021.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We nailed down our values.

After an interactive session with our business coach Mark at Bizdom, we collectively came up with our company values. If you run a business, we cannot recommend this process enough.

We’re preparing for an even bigger, brighter 2021.

We’ll be returning after the summer break ready to hit the ground running. In January we’re officially launching Finsol Wealth – our investment advice offering – and, we’ll have our three new team members on board. 

Who knows what the year will bring, but we’ll continue to push the envelope and provide our clients with the best possible insurance and home loan advice.

Have a safe, happy festive season. We’re finishing up on Tuesday 22nd December and will be back on Tuesday 5th January. If you need to make a claim or have an urgent enquiry through the break, send an email to finsol@finsol.co.nz, or phone on 0800 346 765.