Episodes

  • What’s Making Headlines – lenders, latest data, and big announcements
    Feb 7 2025

    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 senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week.

    This week, they discuss:

    • How Macquarie is shaping up compared to the major lenders.
    • The latest data regarding home values and consumer confidence.
    • Big announcements from two industry bodies.

    And much more!

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    15 mins
  • MORTGAGE AND FINANCE LEADER – John Ruddick, libertarian member of the NSW Legislative Council
    Feb 5 2025

    In this special episode of Mortgage and Finance Leader, host Annie Kane sits down with John Ruddick, libertarian member of the NSW Legislative Council and former broker, to explore the pressing issue of payroll tax and its implications for the broking industry in NSW.

    Tune in to find out:

    • The motivations behind Ruddick’s push for a parliamentary inquiry into the Payroll Tax Act 2007.
    • Why he believes this tax burden threatens the very fabric of the industry.
    • What he thinks brokers could be doing to raise awareness about this core issue.
    • The timelines for the NSW Legislative Council’s review findings.

    And much more!

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    33 mins
  • How these elite brokers have merged to spark success at Flint
    Feb 4 2025

    Sydney-based brokerage Flint recently reshaped its ownership structure and leadership team following a merger with brokerage Confidence Finance.

    In this episode of Elite Broker, host Annie Kane sits down with Flint directors Christian Stevens and Redom Syed to find out:

    • Why they’ve merged their businesses
    • Why and how Flint aims to support broker growth
    • What’s on the horizon for the brokerage

    And much more!

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    56 mins
  • What’s Making Headlines – why all 4 major banks think there will be a February rate cut
    Jan 31 2025

    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:

    • Increasing optimism for rate cuts to come in February
    • How and why brokers are growing their businesses
    • More mergers in the non-major banking space accelerate

    And much more!

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    23 mins
  • New Broker: How this new broker wrote $2.8m in his first month
    Jan 28 2025

    When former AFG state manager Joseph Khal made the leap into broking last year, he set himself some formidable goals, including writing $40 million across 122 loans in his first year.

    In this episode of New Broker, host Annie Kane catches up with the broker director at The Lending Alliance to find out how he’s been tracking in his first seven months of broking and how he plans to keep growing his volumes.

    Tune in to find out:

    • How he’s found the transition from aggregation to broking.
    • How he lodged $2.8 million in his first month of broking.
    • The tools and technology he uses to make his life easier.

    And much more!

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    46 mins
  • What’s Making Headlines – the end of a Heritage brand
    Jan 24 2025

    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 beginning of the end for Heritage-branded home loans.
    • What's driving AFG's record loan lodgements.
    • Why brokers are loving credit assessors at the moment.

    And much more!

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    29 mins
  • How this broker is building a flock of happy clients
    Jan 21 2025

    With eight years of broking experience, Natalie Denyer has been spreading her wings as a mortgage broker at award-winning brokerage Birdie Wealth.

    Having spread her wings from banking to broking, Denyer now focuses on financial literacy education and ensuring her clients are empowered in their home loan decisions.

    In this episode of Elite Broker, host Annie Kane sits down with the NSW-based mortgage broker to find out:

    • Why she dedicates 90 minutes to each client appointments.
    • Why she thinks 2025 will be a bumper year for brokers.
    • What she loves most about broking.

    And much more!

    Related links:

    • Creating a winning partnership
    • How this best new office took flight
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    50 mins
  • What’s Making Headlines – new heads of broker at the majors
    Jan 17 2025

    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 and commercial content writer, Ben Squires, as they dive into the many appointment changes and the new Facebook advertising rules brokers need to be across.

    This week, they cover:

    • Who the new heads of broker are at the major banks.
    • The changes for brokers advertising on Facebook.
    • Why the Better Business Summit 2025 is a must-attend event for brokers.

    And much more!

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    28 mins