Equilibria Finance integrates lending solutions into advice practices

Sydney financial services professional Anthony Landahl has established Equilibria Finance, offering advisors a unique way to add value through aligning mortgage and lending solutions with their clients’ financial portfolios.

“As well as going direct to market, Equilibria Finance specialises in delivering residential and commercial mortgage and business finance solutions to the clients of our partner practices – namely financial advice and accounting practices,” said Anthony, who is the company’s Managing Director.

With his background in both business management and running financial advisory practices, Anthony has seen firsthand the gap in how some mortgage brokers have partnered with and handled referrals from advisory practices in the past.

Anthony explained that: “Mortgage broking is predominately about completing a transaction and therefore has a shorter time horizon in terms of the client relationship than a full advice, whole of life more strategic approach. We’ve established a model designed to bring a more consistent view around the timeframe, the value of the client and the relationship. The outcome is to provide our partner practices’ clients with tailored mortgage and finance solutions that are aligned with the financial strategy that has been built for their client, and that is in keeping with the client’s values, aspirations, goals, objectives, financial profiles and plans.”

Equilibria Finance has a three-tiered partner practice service model that integrates its offering into the advisory practice’s existing client engagement and review processes.

“People’s credit and financing needs are growing, and the appropriate structuring of credit is now a central component of most financial plans. Our model gives advisors the ability to bring their clients’ residential and commercial credit needs into their advice offering, in a way that is structured and aligned to their client’s service expectations and financial strategies. The partnership can also add a new revenue stream to an advisor’s practice – without the need to invest in all the staffing, compliance, financial and operational costs,” Anthony said.

6^th February 2017

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