The Adviser Podcast Network

WA-broker Sarah Wells describes herself as a solutionist – finding solutions to her clients' money goals as a broker, finance coach and all-around support network for her clients. Her eponymous finance company, Sarah Wells, offers traditional finance services as well as tailored fee-for-service solutions for clients looking for that extra support with their wealth needs. In this episode of Elite Broker, we chat to Sarah about how she has built her business, why she's choosing longevity over growth, and her top tips for brokers looking to enter in this industry for the first time.

Tune in to find out:

- How she moved her whole business from Sydney to Perth - Why she undertook a financial planning qualification - What she's learnt over her 15-year broking career

Mortgage and Finance Leader gives you a unique insight into the mindset of the most influential figures in Australia's $2 trillion mortgage industry.

Join host Alex Whitlock as he invites his guests to open up on the biggest issues and opportunities facing the mortgage and finance industry. In this episode Mario Rehayem reveals his take on Responsible Lending and what lies ahead, why Australia has coped better than most with COVID-19, the rising demand for brokers and what's driving the next the housing market cycle.

What's Making Headlines is your source for all the very latest in Australian real estate news.

Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia.

In this episode, Phil and Tom discuss the stamp duty reforms announced in the state budget, query how South Australia's increase in COVID cases will impact the property market, and shed light on the importance of the upcoming Women in Real Estate Awards.

Accession Finance's Evelyn Clark was named Mortgage and Finance Broker of the Year at this year's Women in Finance Awards, being recognised for her work in providing exceptional customer service and financial literacy education.

Despite having only joined the broking industry four years ago, Evelyn has been busy making a name for herself down in Victoria and further afield – as she builds her online presence and provides financial literacy videos to Australian borrowers. In this week's episode of Elite Broker, we find out how she has ascended from new broker to award-winning broker in such a short period of time.

Tune in to find out:

- Why she became a broker - How she chose her aggregator and association - Why she charges a fee for some of her services

Podcast of interest:

• In Focus: Celebrating women in finance

What's Making Headlines is your source for all the very latest in Australian real estate news.

Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia.

In this episode, Phil and Tom flag the breaking news of NAB's decision to divest from its broker aggregation businesses and sell off to Loan Market Group, consider the impact of the US election on Australian consumer confidence, discuss what the US-Australian relationship could look like under President-elect Biden, and look to some of the positive signs popping up in the Australian property market.

In this episode of In Focus, partnered by Mortgage Choice, we catch up with CEO Susan Mitchell to discuss why Mortgage Choice is taking action to bring more women into this industry, and her own experience of being a leading woman in finance. According to MFAA stats, the number of female brokers has fallen every year for the past three years – with the proportion of female to male brokers also having shrunk on an annual basis since 2016. As such, the industry has been busy working on programs to help promote, inspire and support women in joining this industry and – crucially – remain in it, too. Last month, aggregator and major brokerage brand Mortgage Choice held three digital masterclasses as part of its female talent nurturing program Aspire, and earlier this year partnered with the fourth annual Women in Finance Awards, and announced a new partnership with female financial literacy platform Tilly Money.

Tune in to find out:

• Why Mortgage Choice wants to encourage more women into broking
• Susan's own experience as a leading woman in finance
• Why the brand is working to improve female financial literacy

And plenty more!

What's Making Headlines is your source for all the very latest in Australian real estate news.

Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia.

In this episode, Phil and Tom discuss the possible ramifications of the US election on Australian politics, query whether there will be a reverse trend of regional migration in years to come, look at why so many people want to "park" their money in Australian property, and reflect on some of the ways agents and brokers can harness current affairs to their advantage.

As a qualified accountant, financial planner and mortgage broker, Sova Financial broker Natasha Janssens holds the triad of tools needed to run her award-winning financial literacy program, Women with Cents. We catch up with Natasha to find out how she runs her two successful businesses.

After having fled the Yugoslav Wars in the 1990s, Canberra-based broker Natasha Janssens chose to become a qualified accountant to help her migrate to Australia. It was here that she discovered her passion for providing financial literacy education – and made the move to become a mortgage broker and financial planner, setting up her brokerage Sova Financial. When she was expecting her first child, Natasha joined local mothers' groups and started speaking about finances and mortgages after finding there was strong curiosity and interest from the groups. The interest led her to start Women with Cents, a financial literacy program for women, which has won the Women's Community Program of the Year at the Women in Finance Awards for the fourth year in a row this year. In this episode of Elite Broker, host Annie Kane sits down with Natasha to find out more about the Women with Cents program, the types of loans she's writing at Sova Financial, and how she manages two businesses as a single operator.

Tune in to find out:

- How she's reaching thousands of people through Women with Cents - How she chose her aggregator and mentor - Why she's expanding her financial literacy program to include men

And much more!

What's Making Headlines is your source for all the very latest in Australian real estate news.

Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia.

In this episode, Phil and Tom discuss the emerging use of QR codes to capture data as a result of the COVID-19 pandemic with AgentBox's David Bliss, consider the US election and how it could play out, take a look at the ways in which sentiment and attitudes shape consumer behaviour, and reflect on the current drivers of Australia's property market.

In September, Momentum Media held its annual Women in Finance Awards, which champion the women leading the way in the financial services industry.

The Women in Finance Awards, partnered by AMP Bank, was held as a virtual awards ceremony in September of this year – with more than 1,100 people registering to watch the live stream and support the women making waves in finance.

In this episode of In Focus, partnered by AMP Bank, host Annie Kane and AMP Bank's director of distribution, Adrienne Smith, catch up with one of the winners on the night – the newly crowned Mortgage and Finance Broker of the Year, Evelyn Clark of Accession Finance.

Tune in to find out:

- How Evelyn is going above and beyond for Australian borrowers - The challenges and opportunities in the mortgage space - What can be done to encourage more women into the finance industry