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Business growth

PLAN Australia has arrangements with service companies that can provide specialised services to Mortgage Broking clients. This leaves you do what you do best; arrange finance. With PLAN's referral partners you can provide your clients with access to professional advice and also get paid a referral fee.

 

PLAN Australia Financial Services

Plan Financial Services

Our Insurance Advisers work exclusively with PLAN Australia's Mortgage Brokers and their clients who are in the process of obtaining finance to purchase a property, or have recently done so. They are qualified financial planners, authorised by Genesys Wealth Advisers, one of Australia's largest financial planning organisations.

Members of PLAN Australia have the advantage of tapping into PLAN Australia Financial Services, enabling them to better serve clients and earn commission through business referral. Our Specialists are able to advise clients in regards to Term Life Insurance, Total and Permanent Disability Insurance, Trauma Insurance and Temporary Sickness and Accident Cover (Salary Continuance) helping protect clients and build their wealth, whilst assisting Members to grow and diversify their business income.

Visit PLAN Australia Financial Services: http://www.planfinancialservices.com.au/

 

Aviate Property Group

Aviate Group

Aviate Group is one of Australia's leading property research and investment firms, specialising in sourcing high growth and quality 'investment grade' residential property. Aviate Group posses the skills to remove much of the uncertainty in selecting an investment property by conducting extensive due diligence on potential properties. They recommend only those properties that meet Aviate Group's strict 32 point selection criteria (108 point check)

Just as a Mortgage Broker would refer a customer to an accountant or solicitor for professional tax advice, referring a customer to Aviate Group is a referral to a professional for a specialised service.

Aviate Group will remunerate mortgage brokers for referrals that result in the purchase of a property they recommend*. This represents an additional revenue opportunity for Members. In many circumstances this would be in addition to revenue generated in assisting the customer obtain finance to purchase a property.

Visit Aviate: http://www.aviategroup.com.au/

*Laws in NSW, SA, NT and ACT prohibit the sharing of real estate commissions with non-licensed entities.

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