The Adviser Podcast Network

We've had 10 consecutive cash rate rises, with interest rates hiking up sharply and borrowers fearing what will happen as we approach the 'fixed rate cliff'. But what lessons have we learned from previous rate rise cycles, why is this cycle different, and what should brokers be keeping a lookout for in the months ahead? In this episode of In Focus, partnered by Firstmac, we're sitting down with chief financial officer James Austin to find out:

• When the 'fixed rate cliff' is coming and why we should be prepared
• Why it's so hard to forecast what rates will do this year
• Why defaults and hardship levels are still relatively low

And much more!

In this episode of In Focus, Momentum Markets director Phil Tarrant catches up with Yellow Brick Road executive chairman Mark Bouris to discuss the massive impost the payroll tax issue is having on the broking industry and the challenges facing borrowers in rising rate environment. Tune in to find out:

• Why the payroll tax issue could threaten mortgage competition
• His thoughts on where rates are going
• Why he thinks inflation targets need to be rethought

And much more!

Being inclusive and supporting diversity are not only good for business, but good for a happy workplace too, says Kerry Kalendra, founder and director of MTA Mortgage Brokers. In this episode of Elite Broker, host Annie Kane catches up with the Victoria-based broker to find out how he's been providing thought leadership and engaging with the community on diversity and what lessons he's learned from his 20-year career in broking.

Tune in to find out:

• What diversity means to him and his business
• How he chose his aggregator at different stages of his career
• Why and how he's diversifying his business

Former Aussie broker Ross Le Quesne knows a thing or two about running a successful brokerage, having headed up one of Aussie's most prolific franchises and managing a strong team before selling his billion-dollar book and setting up his broker coaching business, Billion Dollar Broker.

In this special episode of our Billion Dollar Broker series, we catch up with Ross Le Quesne to find out:

• His top tips for writing a billion dollars in loans
• Why brokers need to become an expert of their niche
• Why process and succession planning are key

And much more!

Making the switch into broking came at a busy time for Tom Carmody, as he entered the industry from the construction industry — where he was working as an electrician — during the property market boom in 2021. But the new broker has recently seen his name up in lights, being named a finalist for the New Broker of the Year at the Mortgage Business Awards 2023. In this episode of New Broker, host Annie Kane catches up with Tom Carmody at Craft Financial, to find out:

• Why having a strong mentor partner is key
• Why he avoids forecasting where rates will go
• His proudest moment as a broker so far

And much more!

Queensland-based broker Matt Punter, the managing director of TSC Mortgage Brokers, celebrated the billion-dollar milestone after 13 years of broking.

According to the leader of the 16-strong mortgage brokerage, employing like-minded people dedicated to customer service has been one of his success formulas.

In this special episode of our new Billion Dollar Broker series, partnered by Finsure, we catch up with Matt Punter and Finsure chief executive Simon Bednar to find out:

• Why Matt focuses on micro rather than macro targets
• Why he boomeranged back to broking and built his team
• How Finsure is helping high-volume brokers achieve their goals

And much more!

The results are in for the Top 25 Brokerages ranking 2023, in partnership with NAB! The top brokerages in Australia have been smashing records again this year, with more loans and larger volumes of loans being written in the financial year 2022 than ever before. In this episode of In Focus, host Annie Kane, in partnership with Phil Waugh, NAB's executive, broker distribution, unpack the figures behind the top brokerages in Australia and how and why the broker channel continues to be the channel of choice. Tune in to find out:

• Who the leading brokerages in Australia are
• What factors have been driving broker channel growth
• How NAB is supporting brokers

And much more!

Building a brokerage beyond yourself can be a daunting idea. For many, it isn't until breaking point is reached that action is taken to bring in support. For Brenden Lowbridge, principal at Newcastle-based brokerage Money Links, that moment came when he was on safari and nearly missed the elephants because he was on his emails. The frustration of being unable to turn off led him to hire more support and brokers into his brokerage, allowing him to give more time to building the business and mentoring. In this episode, host Annie Kane catches up with NSW's Best Regional Broker 2022 to find out:

• How he has evolved his brokerage and team

• Why he's prioritising mentoring over loan writing this year

• His plans to gain new business in a refinance market

And much more!

Stepping into the industry only seven months ago, Dean Naylor shares why now was the right time for him and how challenges have become opportunities.

In this episode of New Broker, tune in to find out:

• How a close support network is key
• Why now is a good time to be a mortgage broker
• Ways to reset and unwind

NSW-based broker Adam Buckley has spent the past two decades dedicated to mortgages and seen the origination and settlement process from nearly all angles. Having been a loan assessor, a portfolio manager, and a bank branch manager, it wasn't until he became a broker five years ago that he found his true calling.

In this episode, host Annie Kane catches up with the Next Lending Solutions director to find out:

• Why he made the jump into broking
• Why he's divided his new year resolutions into four categories
• What's next for Next Lending Solutions

And much more!