The mortgage broking industry in Australia is becoming increasingly competitive, prompting brokers to adopt strategic marketing, personalised client engagement, and diversified services to stay ahead.

In this episode of Finance Specialist, hosts Liam Garman and Trent Carter explore effective marketing strategies, emphasising multichannel approaches, consistent engagement, and personalisation to build trust and strong client relationships.

They stress the importance of understanding client problems and delivering value, moving conversations beyond rate comparisons to meaningful financial solutions.

Goal setting and habit-based planning are highlighted as essential tools for brokers to achieve momentum and long-term success.
Diversification into commercial lending and SMSF opportunities is encouraged, helping brokers reduce risk, while tapping into new revenue streams.

Garman and Carter also highlight the role of automation and technology in streamlining workflows and improving client retention, while cautioning that the human touch remains critical.

Education and professional development are central, equipping brokers with deeper financial insights to provide tailored advice and stay ahead of market trends.

Throughout, the hosts emphasise strategic planning, personalised service, and continuous learning as keys to navigating the complexities of today's mortgage broking landscape.

In this episode of the Broker Daily Uncut, host Alex Whitlock is joined by mortgage expert Eva Loisance from Finni Mortgages to unpack Macquarie Bank's abrupt withdrawal from trust lending, and what it means for investors.

Loisance explains that while trusts have long been used for asset protection and tax benefits, they also come with complexity and compliance risks that have made lenders increasingly cautious.

Macquarie's decision to exit the trust lending space entirely shocked brokers and investors, arriving without warning and signalling potential concerns over ethical and administrative issues.

Other banks, including Westpac and St.George, have already made trust lending more difficult, but Macquarie's full retreat marks a turning point in the market.

In contrast, the Commonwealth Bank of Australia quickly moved to position itself as an alternative, offering to apply negative gearing to trust structures to boost borrowing capacity.

Loisance notes that the changes will prompt investors to reassess whether a trust structure truly aligns with their goals, as many are now advised that simpler ownership models may be more effective.

She also cautions that unqualified professionals, such as some buyer's agents, are influencing structural decisions they aren't licensed to advise on, heightening investor risk.

In this episode of Broker Daily, co-hosts Phil Tarrant and Jason Back break down the mindset, systems, and strategies brokers need to avoid burnout and sustain success.

They explore how recognising early signs of fatigue, irritability, and over-reliance on adrenaline can protect both health and business outcomes.

The duo discuss the importance of seeking feedback and support from colleagues, managers, and family to prevent burnout before it escalates.

Organisation, routine, and time audits are highlighted as essential for prioritising high-value activities, while delegating or automating lower-impact tasks.

They emphasise the need to set boundaries, learn to say no, and manage workloads effectively. Maintaining a healthy lifestyle – including exercise, nutrition, and stress management – is shown to boost both personal wellbeing and professional performance.

Tarrant and Back also highlight the building systems and support structures that enable brokers' businesses to run efficiently without relying solely on their own efforts.

By combining mindset, structure, and practical strategies, this episode equips brokers to stay passionate, protect their wellbeing, and grow their business sustainably.