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Financial advisers join forces with brokers

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Francesca Krakue 5 minute read

A financial services professional has launched a new residential and commercial lending solutions business aimed at partnering with brokers to offer clients a “full advice, whole of life” service.

Sydney-based financial services professional Anthony Landahl has recently established Equilibria Finance, which allows clients to access both mortgage and lending solutions as well as financial advice services.

Mr Landahl, who last year added a broking arm to financial planning business Principal Edge, explained that his new venture Equilibria Finance specialises in delivering residential and commercial mortgage and business finance solutions to clients of its partner financial advice and accounting practices.

Mortgage broking is “predominantly about completing a transaction” and therefore has shorter time frames in terms of client relationships than a “full advice, whole of life, more strategic approach,” according to Mr Landahl.

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Having worked in both business management and financial advisory practices, Mr Landahl said that he has seen firsthand “the gap” in how some mortgage brokers have partnered with and handled referrals from advisory practices in the past.

He thus designed Equilibria Finance’s model to bring a “more consistent view” around the time frame of the relationship and the value of the client.

“The outcome is to provide our partner practices’ clients with tailored mortgage and finance solutions that are aligned with the financial strategy that has been built for their client, and that is in keeping with the client’s values, aspirations, goals, objectives, financial profiles and plans,” Mr Landahl elaborated.

[Related: Strategic partnership aims to boost support of brokers]

Financial advisers join forces with brokers
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