ATTENTION: MORtgage brokers & property SPECIALISTS
Where is your next
lead coming from?
Where is your next lead coming from?
We can help you to find opportunities within your database for new deals, 100% organically.
We can help you to find opportunities within your database for new deals, 100% organic.
No Marketing Agencies
No Marketing Spend
No Cold Calls
CLICK BELOW TO WATCH FIRST!
Read our reviews
So why should you recommend self-managed super fund (SMSF) strategies to your clients?
Attracts higher value customers.
Gives clients another way to purchase property (compared to standard deposit).
Positions you as a trusted broker in your area.
Gives you a point of different over other brokers.
Allows you to write more loans/sales.
Allows you to provide exceptional value to customers that other brokers can't.
Encourages repeat business for you.
Great way to secure customer referrals.
Why Wealth Broker?
1.
Qualified & Licensed
We are qualified financial advisors and hold all the financial licenses required in Australia.
2.
Radically Ethical
We only believe in ethical business practices and would never push a client into a decision.
3.
Local Team
Our team is based on the beautiful Sunshine Coast, QLD, with another office in Sydney, NSW.
4.
Deep Expertise
With over 24 years of experience in the financial advisory space, we are prepared to assist you and your clients.
5.
No Cost Service
Our program is offered at no cost to you. We make our money by providing advice to your client, should they wish to proceed (no hard sale).
6.
Education
We provide you with regular training and education around SMSF property investment, to enable constructive conversations with your clients.
Frequently Asked Questions
Here's a list of answers to some common questions. Have more questions? Get in touch.
Question 1: Is this really a no-cost service?
Great question! Our service is completely free to you (the broker or property specialist). If you client decides to go ahead with the SMSF property investment strategy, we will provide them with advice and help them to setup the SMSF. We charge a fee to the client (your client) for our advice and SMSF setup service.
Question 2: How do you actually find these SMSF opportunities?
We work closely with you to search your database for clients that match the SMSF criteria and are eligible to invest in property through a SMSF. We then assist you to contact them and propose the SMSF option for their next property purchase.
Question 3: How do I know you are legit?
You can search for our business on the ASIC website (https://asic.gov.au/for-finance-professionals/afs-licensees/). Australian Financial Services License No 523831.
Question 4: How long does this process take to find an ideal client for SMSF?
We've helped brokers/property professionals find new opportunities in as little as 7 days! We'll discuss expected timelines more in our initial meeting.
How To Get Started
If you’re interested in finding out more about how this works, just complete the form below,
or call now, and we’ll be in touch to figure out if we’re right for each other.
If you’re interested in finding out more about how this works, just complete the form below, or call now, and we’ll be in touch to figure out if we’re right for each other.
🔒 YOUR INFORMATION IS 100% SECURE & CONFIDENTIAL
Wealth Broker is a brand name of Planning for success who are licensed by Templestone. This information was prepared by Templestone Financial Services Pty Ltd (Templestone) ABN 99 641 075 952, Australian Financial Services License No 523831. It provides general information only and does not take into account your individual objectives, financial situation or needs. Before you make any financial decision regarding the product, you should seek professional advice from a suitably qualified adviser. Information, which is taken from sources other than Templestone, is believed to be accurate. You should refer to the Product Disclosure Statement (PDS) and Target Market Determination (TMD) of the product before making any investment decisions.