The Adviser Podcast Network

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, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

This week, they discuss:

• The best interests duty audit from ASIC.
• Changes to how HELP debt is applied.
• Problems with the Consumer Data Right.

And much more!

An avid interest in property and wealth creation spurred Peter Savage to try his luck as a mortgage broker and, in no time at all, he turned his passion into a thriving business.

In this episode of New Broker, host Annie Kane catches up with the founder of Savage Money – who is on track to settle $145 million this financial year – to unpack his approach to broking and learn how he's been able to achieve such a significant volume so quickly.

Tune in to find out:

• Why he opened his own brokerage rather than operating as a franchise.
• Where he found his first clients and how he brings leads through the door.
• What's next for his business and how he plans to grow in the next 12 months.

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, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

This week, they discuss:

• The closure of the Advantedge business.
• Third-Party Lending Report: what brokers think of the lenders.
• New leaders at the aggregation groups.

And much more!

The asset finance space has been on a roller-coaster ride, but what does the future trajectory look like?

In this episode of In Focus, we sit down with Andrew Wagg, head of broker sales at Shift, and Mark Rayson, head of COG Aggregation, to unpack the recent trends that have characterised Australia's asset finance sector and examine best practice tips for writing these loans.

Tune in to find out:

• The headwinds challenging the asset finance space.
• What brokers need to know in the run into EOFY, including the instant asset write-off.
• How to build enduring relationships with asset finance clients and the benefits of a long-term versus short-term approach.

And much more!

What would elite brokers do differently if they had their time again? To find out, we asked some of our Elite Broker guests their top advice for new brokers.

In this episode of Elite Broker, we've compiled some of the top tips for success from recent guests on The Adviser's Elite Broker podcast.

Tune in to find out:

• What they think is the key to their success.
• What they wish they knew when they first started.
• How new brokers can hit the ground running.

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, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

This week, they discuss:

• The details of systemic misconduct in mortgage lending at RAMS.
• How far will broker market share go?
• NextGen's new report on how brokers approach loan processing.

And much more!

ApplyOnline is the cornerstone lending platform for the Australian mortgage and finance industry, used by thousands of brokers daily. But what do brokers really think of it?

In this episode of In Focus, host Annie Kane sits down with Renee Blethyn, head of broker partnerships at NextGen, to unpack the findings of the 700 broker respondents to the inaugural Industry Insights Report.

Tune in to find out:

• What brokers think of ApplyOnline.
• How NextGen is updating the system to reflect broker feedback.
• How open banking tools are accelerating the lodgement process.

And much more!

In this episode of New Broker, host Annie Kane catches up with Maulik Chaudhary from Brokio and Matt Turner from GSC Finance Solutions to discover how they work together as mentor/mentee.

Tune in to find out:

• Their top tips for choosing the right mentor.
• The problems with differentiating mentoring and business coaching.
• Why they think industry needs to do more on mentoring standards.

And much more!

Momentum Media was thrilled to host the Women in Finance Network Lunch in Sydney on 2 May, run with the support of principal partner ANZ. In this episode of the Women in Finance Podcast series, host Annie Kane is joined by Natalie Smith, general manager for retail broker, at ANZ to discuss Natalie's path to senior leadership, as well as how the bank is advocating for greater gender balance and fostering leadership pathways for women. Tune in to find out:

• The importance of being challenged in your thinking.
• How the industry can better support female talent.
• Why ANZ started its Doyenne program to support women in broking.

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, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

This week, they discuss:

• Details of the Commonwealth Bank of Australia's broker strategy.
• The new finance ministers in the shadow cabinet.
• What's driving optimism in the SME space.

And much more!