エピソード

  • What’s Making Headlines – redundancies and restructuring at the banks
    2025/09/12

    Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights.

    Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires, as they review the news of the week.

    This week, they discuss:

    • Why payroll tax might be a bigger problem for the broking industry.
    • What’s driving major restructuring and redundancies at the banks.
    • New product launches in mortgage and business lending.

    And much more!

    続きを読む 一部表示
    34 分
  • In Focus: The boom in private lending
    2025/09/10

    Private lending in Australia is experiencing a boom, creating new opportunities for brokers and borrowers. But what should brokers look for in a private lender partner?

    In this episode of In Focus, we speak with Joseph Eichenblatt, co-founder and managing director of Equity Access, to unpack the private lending landscape and explore how brokers can effectively use these solutions to help their clients.

    Tune in to find out:

    • The current trends driving the growth of private lending.
    • The types of financial voids private lenders can fill.
    • How Equity Access’ new “Hyperbridge” product can help brokers and their clients.

    And much more!

    続きを読む 一部表示
    35 分
  • New Broker: How Australia’s New Broker of the Year 2025 created a successful business
    2025/09/09

    Mortgage Choice broker Richard Brown was crowned the New Broker of the Year 2025 at the Australian Broking Awards 2025, with judges championing his dedication to financial literacy and making the home loan process enjoyable.

    In this episode of New Broker, host Annie Kane sits down with the recently crowned New Broker of the Year 2025 to find out how he went from a career in advertising to becoming the nation’s best new broker.

    Tune in to find out:

    • Why building a financial runway is essential for new brokers.
    • Why he chose to outsource his administrative work early.
    • How he leverages his networks to generate leads.

    And much more!

    続きを読む 一部表示
    58 分
  • What’s Making Headlines – how the CSLR special levy will be paid
    2025/09/05

    Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights.

    Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

    This week, they discuss:

    • The problems with the CSLR and how to pay the $47 million shortfall.
    • The growing number of broker adverts in market.
    • Why concerns are rising about unlicensed advice to property investors.

    And much more!

    続きを読む 一部表示
    27 分
  • In Focus: Navigating the world of SMSF lending
    2025/09/03

    Self-managed super fund (SMSF) lending offers brokers a chance to diversify, but it’s also a niche full of nuance, requiring expertise and close collaboration, says Bluestone Home Loans.

    In this episode of In Focus, we sit down with Richard Chesworth, head of specialised distributions at Bluestone Home Loans, to unpack this specialised market and explore how brokers can ensure they're writing SMSF loans the right way.

    Tune in to find out:

    • The evolution of SMSF lending and current trends in market.
    • What brokers need to know to confidently navigate the SMSF lending space.
    • How Bluestone Home Loans supports this growing segment.

    And much more!

    続きを読む 一部表示
    28 分
  • New Broker: Scaling from $20m to $200m in just one year
    2025/09/02

    After building his business as director for several years, Sydney-based broker Joseph Daoud started loan writing himself and settled a staggering $200 million in FY2025.

    In this episode of New Broker, host Annie Kane sits down to uncover the story behind this rapid rise, the challenges overcome along the way, and his plans for future growth.

    Tune in to find out:

    • Why he’s launching a mentoring and training platform for new-to-industry brokers.
    • How he’s helping streamline lending for doctors and allied health professionals.
    • Why he thinks having strong BDM relationships has been key to success.

    And much more!

    続きを読む 一部表示
    38 分
  • What’s Making Headlines – the growing size of the aggregators
    2025/08/29

    Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights.

    Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

    This week, they discuss:

    • What the financial results from AFG and Finsure tell us.
    • Another mutual merger in the making.
    • The AI strategy at Mortgage Choice.

    And much more!

    続きを読む 一部表示
    35 分
  • What it takes to run a top 25 brokerage
    2025/08/26

    As the managing director of one of the top 25 brokerages in the country, Nick Reilly has pivoted from broker to business strategist, leading a team of more than 50 staff who settle over $800 million a year.

    In this episode of Elite Broker, host Annie Kane sits down with the brokerage MD to understand what it takes to run a major independent brokerage and where the business is heading next.

    Tune in to find out:

    • How Inovayt scaled to become one of Australia’s top brokerages.
    • Why the business is focused on a full financial services offering.
    • The biggest lessons he’s learned from managing a team of 50+.

    And much more!

    続きを読む 一部表示
    43 分