Finance and Coffee: Friday Wrap

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, aim...

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" franchi...

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 a...

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 a...

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...

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...

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. ------------------------------------------------...

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 y...

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...

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 importanc...

Todays hosts are Sadish Visvalingam Sadish Visvalingam and stepping in for 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 Paul Ballinger , Director at Real Estate Home Loans in Ballarat VIC. Paul has been in the game for 24 years. So it's easy to...

News and views relating to the F&C Community and the wider broker industry. This week, while Sadish Visvalingam is away, Dien Le stepped in to Co Host with ⁠Beth Comino⁠ . Our Guests this week are ⁠Paul Wright⁠ and ⁠Ali Dunphy-Foden⁠ . In addition to chatting about the news, The topic for discussion this week was based on an Anon Post asking members "when is it the right time to hire staff?" -...

News and views relating to the F&C Community and the wider broker industry. This week, Beth Comino ⁠ goes solo on a different style of the usual weekly wrap. In the news this week: it is a new month so rate movement will be a topic of discussion again. Whilst the RBA has yet to make any announcements, lenders have begun to drop their own rates. This week, Macquarie Bank dropped Fixed Rates to...

News and views relating to the F&C Community and the wider broker industry. Hosted by Sadish Visvalingam and Beth Comino This week we have Rob Flynn in WA, Malcolm Withers in NSW on as guests. TOPICS THIS WEEK: (1) LMG Announces Tech Fee Increases Does it seem fair? but lets be realistic, F&C hosts our website on Amazon Web Services and the fees have increased over  23% in last year alone...

News and views relating to the F&C Community and the wider broker industry. Hosted by Sadish Visvalingam and Beth Comino This week we have Michael Russell (MD MoneyQuest Group) on as guest. TOPICS: (1) Right to disconnect A "right to disconnect" rule has come into effect in Australia, offering relief to people who feel forced to take calls or read messages from employers after they f...

Todays hosts are Sadish Visvalingam and stepping in for 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 Blake Buchanan (GM at Specialist Finance Group ). We ask Blake what advice he give to someone who has a brokerage that is 2 years old. How will t...

News and Opinions on the happenings in the F&C Community and the wider industry. Hosted by ⁠Sadish Visvalingam⁠ and ⁠Beth Comino⁠ This week we have two guests Chris Slater from Zettle and Rachael Bland from Get Smart Financial Services. We ask them what they would advise someone who has a Brokerage that is 2 years old in today's market. Todays topics: * Diversification into non consumer le...

News and Opinions on the happenings in the F&C Community and the wider industry. Hosted by Sadish Visvalingam and Beth Comino Topics:1: CBA CEO calling for cap on broker commissions2: Bendigo & Adelaide Bank Announce approvals sub 6 mins3: Bank TD rates are moving down - what does this mean?4: Spring Buying Season - busy period is about to start for brokers Guest: Steve Matsoukas -Founder...

This week, the lovely Victoria Coster stands in place of Beth as Co-host with Sadish to chat about the happenings in the F&C Community and some interesting topics in the wider industry that may affect Finance Brokers in Australia. Today's Topics: BoQ to cut jobs; Changes to broker reference checking and Did you know F&C has an awards night? Our Guest this week is: Rhianna Farnan from D...

Our hosts Beth and Sadish chat about the happenings in the F&C Community and some interesting topics in the wider industry that may affect Finance Brokers in Australia. Today's guest is Joanna James - Chief Development Officer from the Finance Brokers Association of Australia (FBAA). We ask Joanna what she would do if she were to own a Brokerage that is 2 years old today ... given her hist...

Each week, we drop a video inside the group where you get to learn something new about a product or service out there that may be of benefit for you or your clients. We make it fun by incorporating these sessions in a monthly quiz where you can win $1000 gift voucher from us? - All you got to do is take part in a monthly Quiz and get the highest score. Which means you can do it as many times as yo...

In our conversation with Steve Matsoukas, a Legend in the Finance Industry, we delve into his remarkable journey. After running a successful food business alongside his brother for 16 years, Steve decided that the cold working environment was enough, so he decided to transitioned into the broker industry. His initial foray in 2002 with Aussie as a salaried broker laid the foundation, but it was af...

In this podcast, I interview Ronald Pringle and Arun Gupta from Gateway Bank about their Green Pocket and Planet initiative and their commercial lending offering. Gateway Bank was the one of the first to offer a green home loan program in Australia, which rewards customers for investing in environmentally friendly, energy efficient housing. With the cost of utilities across the country jumping by...

In this episode of the podcast, Peter White from the FBAA discusses the organization's recent milestones, including their 30th anniversary and reaching over 11,000 members. They also discuss the CBA's recent change in clawback policy and whether other lenders will follow suit. Finally, they talk about the FBAA's involvement in International Broker Forum, which will be held in Las Vegas...

In this episode, we sat down with  Abraham Mathew  from  Suncorp  Bank to discuss their image turnaround with F&C Members. In the past, Suncorp Bank had a reputation for slow turnaround times. This lead to frustrations and a few memes on here. However, that has changed recently. Thanks to their new Suncorp Bank Sunlight offering, applications are now processed "at lightning speed" -...