What are your plans for your brokerage’s future?

Ambitious growth through M&A and expertise

We’ve got really strong aspirations to grow. That growth is going to come in two formats. One through organic growth, and we’ve got a lot of things that we’re doing across the group to do so. But also through M&A, we’re bringing in a PE firm at the moment that will settle in the next two months, which is quite exciting. They’re a global financial service player that we really are pretty upbeat about. It’s very much around bringing expertise, whether it be tech or HR. All of a sudden, this group’s got around 150 investments globally.

Being the specialist lending service of the Viridian Group, we’re contributing really strongly to our growth profile, but also just making sure doing the right things by clients across Australia. I look at the industry – I think that consolidation coming is rife, and we’ve got to add more value to our clients and be easy to do business with.

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Scaling operations and national reach

We’re absolutely full steam on scale. So, we have really geared up our systems and processes and our back-end support team. We’ve got in some really great operational staff to be able to build that out. That is exactly our intention. We already have a lead “problem” in terms of being able to service everybody. So, we need to be able to service that in a high-quality way. We really want to be able to do that more broadly across the country – not just localised. So, we really are having bigger conversations to expand.

Maintaining quality, building processes, and ensuring we can meet demand are central to growth. Operational strength and national expansion are our key focus for FY26 and FY27.

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Recruitment, marketing, and broker-centric model

We’ve made some really big decisions on the clarity of where we want the business to go… coming off the tools and presenting to the team in a different role is working better than we could have expected. I was the pain point in a lot of things.

Now that we move into that operator-owner dialogue, we’ve gone to market from a recruitment point of view with PAYG and JV models. Everyone is fully aware and excited about the next phase.

We will start recruiting primarily more brokers, bringing on a head of marketing to be branding and profiling brokers, benchmarking against real estate, and more key additions will allow us to grow quickly.

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Branding, tech, and team optimisation

We’re actually building out some more services pages on my website, working with a developer and an SEO person. I think that’s really important to nail down your niches and get the wording and the copyright this day and age. If you don’t make an impression within 5–10 seconds on any type of technology, you lose clients. The important part I’m trying to get to here is clear, concise, simple wording that illustrates what you do and how you can benefit them
first.

I’m at the fortuitous stage where hiring is very much a priority. When I was a one- person band – lead gen, marketing, lodgements, post-settlement was all on me. I hope to find someone who relishes what I find draining. Then I can focus on client service and brand growth.

Continuing to embrace technology and smooth client experience is also central.

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