Powered by MOMENTUM MEDIA
Powered by MOMENTUM MEDIA
SUBSCRIBE TO OUR NEWSLETTER SIGN UP
Powered by MOMENTUM MEDIA

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

Asset finance tips and tricks for EOFY

josh ugo web josh ugo web
Todd Stevens 2 minute read

In this episode of Elite Broker, Josh Ugo, director of Finicky Finance, sits down with host Annie Kane to delve deeper into the asset finance space and why he specialises in this segment.

Josh reveals how he works to understand his clients’ businesses, what he looks for in a mortgage broker partner and why he chose to specialise in SME and asset finance.

Josh also shares:

  • How he markets to clients this time of year (EOFY)
  • His top three tips for mortgage brokers looking to move into asset finance
  • How he finds clients and retains them

And plenty more!

You can find out more about asset finance on The Adviser Live – EOFY Special: Asset finance in focus webcast, where we delve into all things equipment, vehicle and machinery related in more depth. 

Advertisement
Advertisement

 

Did you like this episode? Show your support by rating us or leaving a review on iTunes (Elite Broker) and by following The Adviser on social media: FacebookTwitter and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you’d like to lend your voice to the show, email This email address is being protected from spambots. You need JavaScript enabled to view it. for more insight!

Articles of interest:

Top tips for writing asset finance before EOFY
How brokers can support small business clients this EOFY
EOFY presents a big opportunity for brokers

Asset finance tips and tricks for EOFY
josh ugo web
TheAdviser logo
josh ugo web
FROM THE WEB
more from the adviser
Sam White ta Net of offset policies should ‘mirror’ clawback provisions

Loan Market head Sam White has joined the call for a more equitab...

Ross McEwan ta NAB reveals commencement date of new CEO

The major bank has announced the start date for its incoming CEO ...

hand documents ta Big banks provide 100% CCR data

The big four banks have provided 100 per cent of the required eli...