The Adviser Podcast Network

Having made the leap from aggregation to broking, Colin Mason and Jessie Spencer at Mason Finance Group have been leading one of Australia's Top 25 Brokerages through a season of massive transformation.

In this episode of Elite Broker, host Annie Kane sits down with the leaders of Mason Finance Group – which recently merged with Invest Blue (part of Ironbark Group Australia) – to discuss how they've grown the Queensland-based brokerage from a small business to one of the nation's top broking businesses.

Tune in to find out:

• How they quickly built a high-performing team writing over $130 million a month.
• How "front office ninjas" help improve efficiencies.
• Why they've merged with Invest Blue and what a major merger entails.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week.

This week, they discuss:

• Why the RBA decided to lift rates this week.
• Why ASIC levies are coming in higher than expected.
• What the broking industry wants to see in the federal budget.

And much more!

With a finance career spanning 40 years, from the policy halls of the Reserve Bank of Australia to corporate lending, Matt 'The Cashman' Erwin is now helping SMEs access finance to better manage their cash flow and turn around their businesses.

In this episode of Elite Broker, Annie Kane sits down with the Cashman Consulting director to unpack how he helps business owners rescue their reputations and operations when facing the threat of insolvency and how he uses his "The Cashman" persona to differentiate his brand.

Tune in to find out:

• How he transitioned from the RBA to building a specialised cash flow brokerage.
• What his "money tool" philosophy is and how it helps SMEs better manage cash flow.
• How he manages his pipeline of working capital and asset finance solutions.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights

Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week.

This week, they discuss:

• Two big mutual merger announcements.
• Concerns about how brokers market and advertise on social media.
• Why the market thinks the RBA will hike on Tuesday.

And much more!

As more brokers plan retirement and more firms grow via acquisition, knowing your trail book value (and how to fund growth) matters more than ever. Annie Kane speaks with Jeff Zulman, managing director of TrailBlazer Finance, on practical steps brokers can take now.

Tune in to learn:

• How to assess your trail book value (beyond the multiple).
• The key risks buyers miss - and how to protect yourself.
• Funding strategies to support growth without strangling cash flow.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week.

This week, they discuss:

• The first new resi aggregator for 15 years.
• New appointments, including a new bank CEO.
• What the new unemployment figures mean for the cash rate.

And much more!

Nicole Taylor has spent over two decades in asset and medico finance before making the leap into broking, and in just two years she's carved out a niche in asset and medical finance across two separate businesses.

In this episode of New Broker, host Annie Kane catches up with the Queensland-based broker Taylor, the founder of Medifund and one of the co-franchisees of Loan Market's first dedicated asset finance brokerage, about why she left a long career in banking for broking, how she built a business from scratch, and what it takes to specialise in asset finance.

Tune in to discover:

• How she combined her experience in car dealerships and medical finance to create unique brokerage offerings.
• The strategies she uses to grow her pipeline
• Her tips for brokers on leveraging niche expertise

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane and commercial content writer Ben Squires, as they review the news of the week.

This week, they discuss:

• A stream of brokerage acquisitions.
• How lenders are supporting flood and bushfire victims.
• The first non-bank to tighten up trust lending policies.

And much more!

As the new calendar year begins, many SMEs are shifting focus from getting by to actively planning for growth, taking stock of their funding needs and looking for smarter ways to scale.

In this episode of In Focus, sponsored by Bizcap, we speak with Isaac Garson, senior business development manager at the non-bank lender, to unpack the key trends shaping SME lending in 2026 and what they mean for the brokers who service this segment.

Tune in to learn:

• Why SMEs are prioritising speed, flexibility, and cash flow-aligned funding.
• How brokers can leverage non-banks to deliver faster, more adaptive solutions.
• Why a human-centred approach still matters.

And much more!

The year 2026 will not be a normal year for the broking industry. The gap between brokers who adapt quickly and those who don't is widening fast – driven by AI, changing borrower behaviour, rising competition, and new expectations around speed and visibility.

In this episode of Elite Broker, Annie Kane unpacks how and why the 13th annual Better Business Summit 2026, run with the support of principal partner NAB, is helping top brokerages across the country pull away from the pack in 2026.

Tune in to find out:

• How the Better Business Summit agenda will deliver tactical and practical business advice.
• The new normal in lead generation, visibility, and broker operations in 2026.
• How brokers can help come up with a solution to the awards conundrum.

And much more!