A DEBT SERVICES MODEL
TO SUIT YOU
Diversify in a way that best suits your needs.
MAKE THE MOST OF THE OPPORTUNITY
We work with established financial planners, accountants and property business owners to find a sustainable and profitable way to add debt services to your business. With our help, you can offer your customers both end-to-end advice and lending services.
Understand the opportunities, and how debt solutions can complement your growth strategy.
Find the right model for your business based on our understanding of your goals and your business.
Find the right people or referral partners to help you build your debt solutions capability.
TWO MODELS TO CHOOSE FROM
1. INTEGRATED MODEL
An in-house solution to build end-to-end debt services in to your business.
Control: you own the customer relationship
Added value through a diversified revenue stream
Recruitment support to find the right broker to join your business
Direct access to a dedicated team
Access to our market-leading broker software, Podium
Professional development through PLAN Australia’s award winning program
Compliance support including a choice of credit licence options, training and resources
2. REFERRAL MODEL
Outsource your debt services to PLAN Financial Partnerships – accredited lending specialists with strong relationships with a wide panel of lenders.
Control: you own the customer relationship
Create a new revenue stream through a consistent and transparent commission arrangement
Support from dedicated resources as and when you need them
Business efficiency: through seamless integration with Salesforce to manage lead generation and business planning.
