Broker Referral

Group 1201

1. Do you ever feel disappointed when you can't help a client achieve their home ownership goals?

Often Mortgage Brokers feel helpless when they are unable to assist unserviceable clients secure a loan.

2. Do you have clients who, in a high interest rate environment, are finding it hard to come up with the extra cash for payments each week?

Mortgage Brokers don’t have the time to do a spend analysis on a client and help them find the extra cash.

3. Do you have clients with equity in their home, that you would like to see move through to purchasing an investment property but need financial education?

Mortgage brokers don’t have time to educate a client through to the point where they feel comfortable to take the next step in their financial journey.

So what's the solution?

There are currently only 2 options to offer your clients to improve their financial position.

handshake 1

1. Brokers can give their best advice and shake their clients' hand as they leave the office disappointed .

man 1

2.Refer them to a high-touch expensive financial planner (that they might not be ready for). There aren't many general financial advice options that offer suitable recommendations for these listed situations. Inevitably either of these options may lead to a lost lead.

money 1 1

There aren't many general financial advice options that offer suitable recommendations for these listed situations Inevitably either of these options may lead to a lost lead.

Group 1159

We have the best

solution for you and your client

Help My Wealth will allow brokers to safely refer clients, ​knowing that when they are ready for your services, they will be returned to you. ​

client 1

Client Not Serviceable

1. Broker refers client into HMW with GOALs to be achieved.

2. HMW will design a journey for the client to achieve what is required. ​

3. Learning path designed to reinforce the need for experienced professionals, such as you, the Broker.

4. ​Create a “TEAM” dynamic – Broker and Client receive reports together.

5. GOALs are close to being achieved. Client is referred back to the Broker.

Group 1166
customer service 1

HMW Client Serviceability Fast Tracked

Group 1167

We offer you a referral fee for each client refered to us.

For every client you refer to us who signs up for our program, you will recieve a referral fee of 15% + GST. Our program is an annual fee of $2376 for clients to have access to all the touchpoints of our services.

Join others who have achieved success through our program.

Our proven system has helped hundreds of people like you achieve their goals.

Group 1182

Think you have a client that we might be able to help achieve their financial goals? Or just want to learn more? Drop us a line.

Please enable JavaScript in your browser to complete this form.