You have to be in it to win it – and so earlier this year TV Financial Services submitted entries into two prestigious mortgage and financial awards. These were the Mortgage and Finance Association of Australia (MFAA) State Excellence Awards well as The Adviser Better Business Awards for WA.
We’ve just learned that we‘ve been named finalists in both – in the categories Regional Finance Broker / Young Professional Award for the MFAA State Excellence Awards and Regional Finance Broker/ Rising Star in the Adviser Better Business Awards. A double whammy!
We’re so pleased to learn this news and particularly proud of this achievement because last year was extremely challenging due to coronavirus and lockdown.
Both are leading awards within the mortgage and finance sector and are judged by an independent panel of industry specialists, business professionals, and experts.
Achieving goals in a challenging year
We are a company that prides itself on community and close customer relationships, so how do you maintain and nurture those close relationships when everyone is forced to stay at home?
Fortunately, we had already started using new technology to keep all our clients better informed. Being a remote brokerage we had established an online portal to exchange and store documents.
“Back and forth email communication is so time-consuming and archaic. This real-time online portal has been such a success. Clients can upload documents themselves and we can message them instantly,’’ explains TV Financial Services Owner, Mortgage Broker and Financial Planner Tamara Virgo.
“Especially during COVID-19, it gave reassurance that they could still secure a mortgage or a loan.’’
Client-centred approach
Close, trusted relationships are something that both Tamara Virgo and Mortgage Broker James Durrant strive to achieve.
“In this industry, each broker receives a net promoter score. This is an index figure from 0 to 100 which measures how clients recommend a company’s service. It’s an indicator of satisfaction. Mine is 91% and I think judges were impressed with this percentage. It demonstrates that clients are at the core of everything we do,’’ explains James Durrant.
“Throughout the past year, we’ve grown the business despite great change and uncertainty. We’ve now been rewarded for demonstrating professionalism, integrity, ethical conduct and innovation,” he adds.
Both award submissions outlined strategies and events that had been successful during 2020.
“These included taking financial education to the local public high school. Topics taught to students included subjects such as how credit operates, the reasons behind having insurance, and the information contained on a payslip,’’ adds Tamara Virgo.
Other initiatives that impressed the two award panels were our online Knowledge Bank, and ‘Wealth and Wellness Days’ that aimed to encourage people to adopt a healthier lifestyle as well as a better approach to their finances.
We hope to find out soon whether we’re state winners for both. If so, it’s then onto the national titles later this year.
Don’t forget - for any lending, investments, superannuation or financial planning advice come and talk to us at TV Financial Services.
