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Finance and Coffee: Friday Wrap

Discussing all things finance lending related in Australia. Specifically aimed at the 3rd Party Lending (broker) space. Mortgages, business, asset, development funding and a myriad of other associated topics will be discussed....over a coffee.

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The Blue Sheep and Beyond: Unpacking AMP Bank's New Digital Platform

In this episode, we sit down with Travis Hall and Melissa Christie from AMP Bank to discuss the bank's recent "reinvigoration" and significant digital transformation. Melissa details the launch of AMP Bank's new digital platform, which focuses on providing a transformed service proposition to mortgage brokers. The platform validates and verifies key credit data upfront, aiming for greater…

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Rate Money's Growth, Specialisation, and Franchise Opportunities

Finance and Coffee sat down with Ryan Gair, CEO from Rate Money , discussing the lender's rapid growth and unique business model since its founding in 2019. Rate Money has experienced exponential growth, escalating from approximately 15 franchises to 41 across the Eastern seaboard (Queensland, New South Wales, and Victoria). Their current goal is to reach 55 "high-performing" franchisees, with…

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Unpacking LMI

In this episode we Unpack LMI , the podcast that helps you navigate the world of Lenders Mortgage Insurance and its power to help your clients enter the property market sooner with a smaller deposit. Today, we dive into an industry-shaping campaign from Helia . For the first time on the show, you'll hear from the minds behind this innovative marketing campaign. We'll speak with Strachan and Dimi…

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Finance Talk with Dien

Finance Talk with Peter White (FBAA), Julian Wills (F&C Compliance Guy) and Ray Regmi from Ryker CapitalTopics: *Rev NSW Payroll Tax view from the FBAA view a from outside of the LMG view from Ryker for someone setting up a business today *US Tarrif War doing funky things to the Sharemarket and people's Super Will this affect RBA Rate Movements? Does this mean things like living expenses are going…

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Friday Wrap 07 Feb 2025

Your hosts ⁠Sadish Visvalingam⁠ and ⁠Beth Comino⁠ Joining them for this episode is Andrew Tan⁠ from Masters Broker Group in VIC. Andrew has been in the mortgage game for a long time. He has been a Banker, a Broker, Co-Owner of a Sub Aggregator (which he sold), and then about 12 years ago he started Masters Broker Group with Mario Borg. Initially as a broker mentoring business that has since grown…

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Words of Wisdom for someone in their 3rd Year - Justin Delanty

So you made it into your 3rd year running your broker business, now what? You are, in theory, exiting the "Survival Mode" and now entering the "Growth Mode" of your business. Do you pivot? Do you get a mentor? Do you bring on more staff? What roles should the new staff members do? Does more staff equate to more revenue / profit? We ask Justin to impart on the experience that he had, the highs and…

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Friday Wrap 31 Jan 2025

Your hosts Sadish Visvalingam and Beth Comino are back in the first Friday Wrap for 2025! Joining them this episode is Justin Delanty from Finance 4 U in TAS. Justin also happens to be the State President for the FBAA in TAS. The final half of the podcast is where we ask Justin what advice he would give someone in their 3rd year as a business owner.…

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Friday Wrap 29 Nov 2024

Todays hosts are Sadish Visvalingam and stepping in for Beth Comino Beth Comino is the lovely Chelsea Deacon. As always we will chat about the happenings in the group and news in the wider industry that may be interesting to brokers. In the hotseat this week we have David Browne , Mortgage broker with 16+ years experience in finance. Prior o being a broker, David worked for Westpac for almost 20…

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Friday Wrap 06 Dec 2024

Today's hosts are Sadish Visvalingam, and back from her well deserved holiday, Beth Comino . As always we will chat about the happenings in the group and news in the wider industry that may be interesting to brokers. In the hotseat this week we have Rachael Bland . Currently streaming from the Philippines on a work trip with 2 other broker buddies.Topics this week: (1) Recent discussion based on a…

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Finance Talk with Dien: Interview with Wendy Brown, Head of Broker Sales at Macquarie Bank!

I recently had the opportunity to sit down with Wendy Brown, Head of Broker Sales at Macquarie Bank, at their new headquarters in Sydney. In this candid conversation, Wendy covers: A Look Back at 2024: Reflecting on the key trends and challenges of the broker industry over the past year. Macquarie’s Commitment to Brokers: How Macquarie continues to support brokers and their stance on the…

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