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Year in review at Invest Blue

December 23, 2020  |  #Celebrate the wins #Community

What a year it has been, whilst 2020 has presented its challenges it has also presented us with a lot of bright spots worth celebrating. 

Looking back to the start of the year, it is hard then to even imagine the worldwide events that would unfold throughout 2020. Whilst we continue to face challenges presented by COVID-19 it has been amazing to see the strength in our communities throughout the period.

We continue to strive towards our goal of helping more families live their best possible life, and even though there have been challenges such as the Royal Commission we have continued to grow.

Growing our business

This year we opened two new offices – our Kempsey location in October and Scone office in December. Both these regional offices will allow us to support more local families to achieve their financial dreams and goals.

Throughout the pandemic, we thankfully were able to keep all our people employed and even grew, welcoming 36 new people to the Invest Blue family.

Our lending business expanded, with six new people joining the team. This will allow us to better support our clients with their financial needs, and help secure the best mortgage solution for them in this unique time of record low-interest rates. In addition, to this, we launched our industry-leading Wealth Management offering. You can read more on that here.

Also, we were honoured to be recognised as a great place to work. This year we took out the ninth spot in the Great Places to Work Australia Awards – a huge testament to our culture, values and the hard work of our People and Culture team.

 

Supporting the community

We are family is one of the core values we live by, to us, this means treating our people and clients like family and always being there to support each other. This flows on to our wider community, which has led us throughout the year to support numerous groups, organisations and charities throughout 2020.

 

Cancer Council

Supporting the Cancer Council is close to our hearts, as many sadly know the impact cancer can have on families. This year we helped raise much-needed funds for the Cancer Council.

We are also proud to say we have financial advisers within the business who volunteer their time assisting the Cancer Council in a unique program that helps provide financial support to cancer patients.

Our advisers provide pro-bono assistance, helping patients navigate their finances, superannuation and insurance. You can read one of our client stories here.

 

Red Cross

Across our locations, we were able to save an equivalent of 177 lives this year as part of our LifeBlood donation drive. Our Coffs Harbour team topped our efforts, saving 48 lives and they were closely followed by our Armidale office with 39 lives.

 

Salvation Army

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For the second year in a row, we supported the Salvation Army Christmas Appeal, collecting food and gift donations at each of our offices. This year donations flooded in as we understood how important this initiative was, especially with the impacts of COVID-19 affecting many in 2020.

We also made a cash donation on behalf of our people and clients.

Rural Aid

Earlier in the year, we donated bales of hay to support local and regional farmers as part Rural Aid’s Buy a Bay fundraiser. We were able to raise over $1,800 worth of hay, which was the equivalent to 18 hay bales.

Armidale Blues

Once again, we were a sponsor for the Armidale Blues rugby team in NSW.

 

This year has brought us so many high and lows, but most importantly we have been continuing to help our clients reach their financial dreams and goals and live their best possible, which is exactly why we do what we do.

We are grateful we’ve been in a position where we’ve been able to support our clients, people and the wider community throughout these challenging times.

 

We wish you all a safe and happy holiday and look forward to continuing to help you on your financial journey.

 

What you need to know

This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.