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2019: The Year in Review
by Malavika Santhebennur • 13 Dec 2019
It has been another busy and eventful year for brokers, as well as the broader financial services industry, with the... READ MORE

2020 Vision: Predictions for the year ahead
by Malavika Santhebennur • 12 Dec 2019
As the broking industry comes to grips with the year that was 2019, Malavika Santhebennur asks industry heads what they... READ MORE

Demand for festive finance drives opportunities for brokers
by Cameron Poolman • 10 Dec 2019
Brokers can help SME clients navigate the cash flow demands of the holiday season and drive growth in their own... READ MORE
Domenic Cassisi

How this former AFL player started his own brokerage
by Tasha Levy • 3 Dec 2019
Domenic Cassisi set up his brokerage, Funding Options, while he was still captain of the Port Adelaide Football Club,... READ MORE

Life is not a dress rehearsal, what are you waiting for?
by Jason Back • 25 Nov 2019
In the final instalment of his six-part blog series, Jason Back outlines why there is no time to effect change. READ MORE

Not learning from your customers? You’re probably not asking the...
by Sarah Barnett • 11 Nov 2019
Sarah Barnett discusses why we need to think more broadly about consumer reviews, and explains why smart operators will... READ MORE
Is the credit downturn over

Going up: Is the credit downturn over?
by Charbel Kadib • 11 Nov 2019
Green shoots have emerged in the Australian housing market after a prolonged period of subdued activity. Charbel Kadib... READ MORE

How customer obsession will drive the next phase of broking
by Anja Pannek • 28 Oct 2019
PLAN Australia celebrates its 20th anniversary this year partnering the broking industry. As the broking industry... READ MORE

Staff are not just for Christmas…

by Jason Back • 21 Oct 2019
Just like a “puppy is not just for Christmas”, nor is getting new staff for our business a quick fix to our... READ MORE

Mutually Beneficial
by Tas Bindi • 7 Oct 2019
The mutual banking sector has seen strong growth over the last couple of years, with socially conscious customers... READ MORE

Future-proofing your client after a business win
by Linden Toll • 18 Sep 2019
We reveal some top tips on how you can help ensure that your client’s big win is a blessing rather than a curse. READ MORE

Best interests duty could be an opportunity, not a threat
by Scott Aggett • 16 Sep 2019
With significant change on the horizon after the release of the proposed “best interests duty” legislation, many... READ MORE

Why we back brokers and you should too
by Anthony Waldron • 9 Sep 2019
NAB’s executive general manager of broker partnerships and chair of the Combined Industry Forum, Anthony Waldron,... READ MORE

Broker of the future: The case for embracing technology
by Tas Bindi • 6 Sep 2019
Technology is becoming an increasingly important area of investment for brokers as their jobs get more and more... READ MORE

The scourge of late payments
by Greg Charlwood • 26 Aug 2019
Late payment of invoices by big business is a widespread scourge that is holding back the growth and productivity of... READ MORE

Why keep score?
by Jason Back • 19 Aug 2019
Why measuring your effort matters. READ MORE

Closing the trust gap
by Nick Young • 12 Aug 2019
“Trust” is the term du jour because of its increasing prominence and quintessential value, not only in broking, but... READ MORE

Building a healthy business culture
by Tas Bindi • 7 Aug 2019
Striking the right balance between culture, incentives and processes is becoming critical for all financial services... READ MORE

Why the finance industry should embrace flexibility
by Sally Bruce • 1 Aug 2019
When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so... READ MORE

Home loans are boring!
by Jason Back • 22 Jul 2019
And thank god they are, because we’re not in the business of selling loans, says Jason Back. READ MORE

Protecting your brokerage from data thieves
by Tas Bindi • 5 Jul 2019
Lax data security practices can put broking businesses and their customers at risk, with the issue set to become more... READ MORE

Why July is the time for brokers to heed small business needs
by Olly Guilleaume • 1 Jul 2019
With every end of financial year (EOFY) comes advice, advertisements and sales encouraging businesses to make purchases... READ MORE

When the ‘why’ may be not enough
by Jason Back • 10 Jun 2019
So you are clear on your “why” and you have all the inspiration now in the world. And why not? READ MORE

Understanding cash flows
by Annie Kane • 5 Jun 2019
While asset and equipment finance is often the entry point to SME finance for brokers, becoming a trusted finance... READ MORE
Matt Bauld

How brokers can support small business clients this EOFY

by Matt Bauld • 29 May 2019
The end of financial year is fast approaching. It’s a busy period for many Australians, and time-poor small business... READ MORE