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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

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