THE KEY BENEFITS OF WORKING WITH US
WE HAVE A BACKGROUND IN FINANCIAL PLANNING
- This means we understand how financial services businesses work, your clients’ service expectations and the importance of delivering credit and finance solutions aligned with your client’s overall financial strategy and future goals and objectives.
WE UNDERSTAND THAT INDIVIDUAL LOAN PORTFOLIOS FORM A CRITICAL PART OF A FINANCIAL PLAN
- We have the knowledge and experience to provide solutions tailored to your client’s specific needs and aligned with your advice.
GIVES YOU THE ABILITY TO BRING LENDING INTO YOUR ADVICE BUSINESS
- This means all the elements of your client’s financial life can be serviced and managed through your practice and the relationships you have with other professionals.
WE ARE A MORTGAGE AND FINANCE BUSINESS NOT AN ADVICE OR ACCOUNTING PRACTICE
- As such we understand that we are working with your clients.
WE UNDERSTAND THAT DELIVERING FINANCIAL SERVICES IS ABOUT RELATIONSHIPS NOT TRANSACTIONS
WE ARE ALIGNED WITH A PANEL OF LENDERS WHO DELIVER A QUALITY, RELIABLE SERVICE
YOU RUN YOUR PRACTICE AND WE RUN OURS
- Partnering with us saves you from having to obtain the expertise, capital or credit licence to offer mortgage broking or start an additional business unit with all the compliance, financial and operational challenges this presents.
- You can focus on your area of expertise knowing your clients are being properly treated and serviced the way you would expect them to be.
- Depending on how the relationship is structured and the service offering engaged an additional revenue stream can be added to your business.
SECOND OPINION SERVICE
- We can provide your clients with a second opinion on existing structures and facilities to ensure it is still the most appropriate solution for them.