How Lifespan Mortgage Services turned succession planning into a stronger business
Founded in 1999 and joining AFG from inception, Western Australia–based Lifespan Mortgage Services has grown steadily alongside its aggregator.
How Loan Path Finance fast-tracked its acquisition strategy
Established in 2019 as commercial and residential finance specialists, Loan Path Finance was not previously affiliated with AFG before joining the Broker Investments program.
Empower Wealth positions for acquisition opportunities amid industry consolidation
Headquartered in Victoria, Empower Wealth is a multi-faceted business encompassing mortgage broking, property advisory, financial planning and tax.
Preparing Your Mortgage Brokerage for a Successful Exit
Whether you’re planning to sell, merge or hand over your mortgage brokerage, preparation is key to maximising value and ensuring a smooth transition. Many brokers make the mistake of rushing their exit, but early and thoughtful planning pays off – both financially and emotionally. Common pitfalls to avoid It’s easy to underestimate how much work goes into preparing […]
How AFG’s Broker Investments Program Empowers Australian Broking Businesses
As Australia’s mortgage and finance broking sector continues to mature, business owners are increasingly navigating complex strategic considerations – from succession planning and consolidation to long-term growth and sustainability. Against this backdrop, AFG’s Broker Investments program was launched in November 2024 to support high-performing broker businesses as they plan for what’s next. “The conversation with […]
How to Build Lasting Client Loyalty in Your Mortgage Brokerage
While attracting new clients is essential in today’s competitive mortgage brokerage landscape, nurturing your existing book may deliver the greatest long-term value. Building lasting client loyalty could transform one-off borrowers into lifelong advocates who return time and again and refer friends and family. Here’s why it matters and how you could make it happen. Why client loyalty is a game changer A loyal client base provides […]
Succession Planning for Mortgage Brokers: Why Starting Early Pays Off
Succession planning might feel like a distant priority, but for mortgage brokers looking to safeguard their business and legacy, starting early is crucial. Whether you plan to retire, shift focus or eventually sell your brokerage, a well-thought-out plan protects your clients, income and reputation. What is succession planning? In short, it’s about mapping out how your business will transition […]
Does a franchise model still suit your mortgage broking goals?
Why it might be time to move away from the franchise model and go independent. As a franchise broker with a few years under your belt, you might be asking if the model still works for you. Perhaps you’ve heard the common myths about going independent, like having to ‘do it all alone’ with no […]
Creating a mortgage broker business plan
Articulating what your broker business is aiming to achieve can be challenging until you jot down your ideas in a plan.
The essential data analytics for brokers
Being able to quickly analyse your business data is essential for brokers looking to succeed.