Your Broking Business

Expert Advice for the Journey Ahead

Ready to grow, sell or assess next step options? Let us guide you.

There can be many questions to consider along the way, and decisions to be made. Benefit from our specialist know-how for successfully starting, growing or selling your finance broking business.

Growing your Finance Broking Business

Starting Out icon

Starting Out

The single-owner stage of your journey is exciting and rich with potential. Savvy businesses will seek to consider building the systems, marketing skills, and relationships to serve you in the long term. Now is the time to plan for growth beyond survival.


Growth Pains icon

Growth Pains

At some point, you will need to consider if you are self-employed or running a business?

Often, finance brokers become comfortable with self-employment and are hesitant to build a scaleable business. For those who take on the opportunities, there are many challenges to navigate but with potential reward for effort.


Succession Planning icon

Succession Planning

A crucial part of succession planning is the realisation of success. Many finance businesses become complacent when success is reached and settle for relying upon recurring income.

Instead, the best path forward is to either address opportunities for selling your loan book or seek leverage opportunities beyond owner reliance.


The 5 Stages of Business Growth

  • stage-existence
  • stage-survival
  • stage-success
  • stage-takeoff
  • stage-maturity

Source: Neil C. Churchill and Virginia L. Lewis – Harvard Business Review, 1983

We help real businesses and people just like you to succeed in the world of financial broking. Talk to us about your needs.


Contact us for a confidential conversation

Return to top