Although it is a busy time of year it is important to pause and take some time together to reflect on where we have been and where we are going. That is why we sat down with our Hamilton, Christchurch, and Invercargill groups on 10th December 2020 for a Business Development Day – we are excited to release some of the fruits of that day in the coming months.
Naturally, December brings merriment in many forms. We celebrated a year of many changes by breaking bread with our staff. It meant that our Cantabrian’s and Hamiltonian’s got an abrupt introduction to our decidedly un-summery weather at the end of last week! They took it well and we absolutely loved the chance to get to know our adviser’s better halves.
In continuing the theme of giving, we teamed up with New River Primary in Invercargill for their fun day held on Monday 14th December 2020. Safe to say it has been a bit of year, and we feel that bringing a bit of joy and sweetening the deal for those kids who participated was a great idea! The Kids TRYathlon is an important piece of what we do for our local community and we wanted to make sure that none of the gift packs or medals went to waste. The Southland Tri Club shared some pictures of the kids who got involved on the day.
Change has been the main constant in 2020. Our long-term Investment and KiwiSaver Adviser Jason Shields has decided to leave us for a new adventure. I am sure that all our clients who have working with Jason will join us in wishing him the best for the future!
If you are looking to update your Investments or undertake a review of your KiwiSaver, do not worry we have you covered. Kerry Kirk has been working closely with Jason and is here to attend to all your needs.
We know that things pop up all the time, so if there is anything you require immediate assistance with please contact your insurance provider directly or send your adviser an email. Please be aware that our phones will be un-staffed from 24th December 2020 to 5th January 2021.
As it is the season to be merry and we wish you all the best for the summer ahead. We look forward to catching up with you in the new year.
