SummitFPs 7 Reasons to work with a broker.
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We know how important it is
for you to provide your clients
with a comprehensive service
as well as grow your
competitive offering. Think of
Summit as the finance
extension of your business.
Bringing together the
experience of our two
businesses, we can create a
premium offering in the market
place. Contact us today to
discuss a potential partnership.
Protection Plan
Another line of defence for your business
against banks and competitors
Holistic Financial Wellness
Offering your clients credit assistance as
an additional service for a complete
financial health check
Tailored Approach
Helping to support and retain your clients,
our team of professionals will work with
them one-on-one in a personalised way
the big banks are unable to
03 53 444 111
summitfinancialpartners.com.au
7
beneficial reasons to work with a
finance/mortgage broker
Best Interest
Mortgage brokers must comply
with ASIC's Best Interest Duty
regulations whereas banks are
not required to.
Better Decisions
Help your clients refinance
or restructure historically
damaging decisions.
Education
Guide and educate your
clients around the pros and
cons of lending.
Options
Provide your clients with an
alternative to the big banks
and be assured that your
client’s best interest is
being met.
No Fee
Brokers are usually free
unless you have a complex
situation.
Grow your Business
Offering a professional
brokering services will
grow your business as
word gets out.
Protection
Your competitors are
offering the same service
protect your business,
protect your client base.
LEVEL 7, 167 QUEEN ST
MELBOURNE
124 ALBERT ST
BALLARAT
Southern Unity 17 901 126 516 Trading as Summit Financial
Partners is an Authorised Representative of Australian Finance
Group Ltd Acn 066 3 8 5 822
Australian Credit Licence 389087