The association for mortgage and finance brokers has completed its new guide to promote “sustainable and successful” business with the issuance of two new points.
The Mortgage & Finance Association of Australia (MFAA) has released two new Business Growth Roundtable Series Insights Guides, which focus on building trust and fostering a thriving working culture.
Launched as part of MFAA’s 2025 member roundtables held nationwide, the business growth series is a free guide for brokers to help “strengthen, scale and future-proof their businesses” in an increasingly complex environment.
The final two resource guides, released on Wednesday (16 January), are Professionalism, standards and trust and People, culture and succession planning.
The first focuses on upholding ethics, MFAA accreditation, and building client confidence. It encourages broking professionals to explore “higher professional standards” by undertaking mentoring activities, educational courses, implementing strong governance, and providing dependable client care.
The second guide emphasises talent recruitment, company culture, and long-term business handover strategies through strengthening leadership and attracting and fostering the “right people”.
They come after the release of three separate guides in early December, which include promoting strategic partnerships, bolstering client services, and ensuring technological efficiency and cyber resilience.
The free guides were derived from 2025 roundtable discussions with over 50 Australian mortgage and finance brokers in Adelaide, Sydney, Brisbane, Melbourne, Perth, and Canberra.
New guide signifies shared experiences and industry consensus
The MFAA stressed that the guides reflected the attitudes of the industry, pulling on insights from experienced brokers who shared a diverse array of insights and real-world perspectives.
In addition to piecing together the comprehensive guide, the peak body said direct consultation and conversations between brokers nationwide deepened referral networks, enhanced collaboration with peers, and improved trusted professional relationships.
MFFA executive for member experience and partnerships, Melanie Kafka, said the five-point guides provide an “invaluable tool” for brokerages that are seeking to “grow and want to plan their next steps in 2026”.
“They offer constructive ideas that brokers can use to strengthen their businesses and support their clients. As expectations around professionalism and leadership continue to rise, these insights help brokers think more deliberately about how they grow,” Kafka said.
Kafka said the second newly released works should serve as a model for “high performing business leaders”.
“People, culture and succession planning looks at how businesses are developing their people, creating healthy workplace cultures and preparing for long-term continuity,” Kafka said.
Brokerages encouraged to foster motivational workplaces
CEO and principal broker at Australian Finance Hub, Shane Petros, who attended the Sydney roundtable, stressed that to build a positive team, brokers needed to be “adaptable”.
“Team culture is something we’re consistently upgrading and tweaking because our environment is changing, the way people work is changing,” Petros said.
“It starts from our Monday morning meetings, seeing how everybody’s weekends were and getting to know each other on a personal level.”
Petros stressed that brokerages should seek to keep people “happy at work”, noting that his firm holds monthly lunches and quarterly team outings, while also offering quarterly health and wellness days.
“Our customers can feel that. It just makes the whole process more seamless and more enjoyable and that’s where we can push some really good results and write more loans,” he said.
Guide available to all brokers
The MFAA added hat the guides cater to all mortgage and finance brokers, regardless of experience level, business size, or model – ranging from solo practitioners to established brokerages.
“We’re thrilled to launch these guides and make them available to our members as they prepare for what’s certain to be a busy year in 2026,” Kafka said.
[Related: MFAA releases new guide to strategic partnerships]
