How to adapt to rising competition from online lending

Rising competition from online lenders and financial technology start-ups means brokers who want to survive and thrive must differentiate their businesses in new ways.

Why white label products tick the right boxes

PLAN Australia member Andrew Carra tells us why white label products are the right fit for him and his valued customers.

PLAN Australia Digital PD Day

Highlights from the PLAN Australia Digital PD Day

How one broking business took advantage of customisable technology

Keeping track of hundreds of loans and supporting documents is never an easy task. The Loan Company discovered how being innovative with technology can take the pain out of paperwork.

More ways brokers can use events to create opportunities for growth

Don’t leave your event planning to chance. Here are our top seven tips for organising and running a successful marketing event to boost your brand.

How brokers can use events to create opportunities for growth

More direct than any marketing campaign, events can generate interest in your business and get more clients on your books. Here are five great event ideas to help you get started.

How white-label helps brokers grow their business

White-label has come a long way since its beginnings in the industry just a few years ago – from a new concept that brokers were curious about, to a disruptive force that’s become one of the top products searched on many lending panels.

Stories of Growth – Odyssey Financial

Nick Don from Odyssey Financial tells us about his story of growth with PLAN Australia

Four ways to expand your broker business

Mortgage broking is a competitive space. Diversification can give your business new life and bring in new clients.

Five ways brokers can boost word-of-mouth leads in local communities

One strong marketing advantage a service-oriented business like broking has is a local presence. Here’s how to build your community profile.

Succession planning for brokers: The key to a successful future

Focusing on your succession plan today can help you create a better work-life balance tomorrow. Here’s a closer look at what a succession plan is and why it’s so important.

Stories of Growth – Finstra

David Cowan from Finstra tells us about his story of growth with PLAN Australia

Ready, set, grow: Three steps to help your broking business flourish

Too often business owners treat their business as a job and fail to grow the company to its full potential. Here are three steps to help you refocus so your business can thrive.

Five tips for brokers to stay focused when working from home

Are you a mortgage broker working from a home office environment? If so, then you understand how challenging it can be at times to stay focused and motivated. Here are our top five tips to help you stay on task.

Five ways to fall in love with your job (again)

Unlimited passion for any job is idealistic at best, unattainable at worst. What are some sustainable ways to stay motivated for, challenged by and interested in your business in the long run?

How brokers can take control of their email

Do you feel like you’re spending too much of your workday checking work-related email messages?* If so, it’s time to tame the inbox beast once and for all. Here’s how.

Highlights from our Commercial & Asset Finance Digital PD Day

Check out all the highlights from our latest digital PD Day.

Four analytics tools to track your business

Without website analytics, your business is stumbling in the dark. If web traffic analysis is new territory for you, check out our guide to some of the top tools available.

Four ways to look after your referral partners

Building and maintaining healthy business relationships is a great way to generate new customer leads. But once you find high-quality, reliable referral partners, how do you keep the lines of communication open and active at all times?

Great merchandise ideas to help you market your business

Promotional items are a fun and useful way to market your business. Here are some ideas and tips to consider when producing branded merchandise.

Six ways to strengthen your LinkedIn profile

How’s your LinkedIn profile looking? Follow these easy steps to improve your presence on this important marketing and networking platform.

How to expand your referral network to grow your business

Referrals can be a valuable source of new business. To expand your referral network, tap into complementary professional services

Four ways to use technology to recruit better people

Taking advantage of the technology and techniques that recruiters use can help you find more suitable employment candidates for your business.

The Art of Growth: How to maximise existing customers

While it is important to focus on generating new client leads, maintaining existing clients is just as important

The Art of Growth: How to attract new customers

We have covered a range of theories and practical ways you can grow your business in this blog series, but in the end it all comes down to the customer. After all, what is a broking business without them?

Four remedies for the mid-career blues

Mid-career can be a tricky time for many brokers. Early success is now well in the past and the future may look uncertain. What can you do to reinvigorate your career at this stage?

Strengthen your customer service with the personal touch

It only takes a little bit of effort to improve your customer service. Start with these tips and get more personal with your customers.

Invest in yourself: How to create your own professional development plan

Business owners often support their employees’ professional development but neglect their own. Here’s why you should have a professional development plan yourself, and the five steps to creating one.

Five reasons why networking is good for your business

No mortgage broking business can exist in a vacuum, and networking is a great way to build relationships with your industry peers. It can also help you benchmark your business and give you valuable insights into your industry.

Upsize, upgrade, upscale: Choosing an office for a growing business

A growing business needs room to expand. When you outgrow your office, look to the future before you choose your next workspace.

Get the edge: Top lessons from other industries

Discovering what other industries do best and applying them to your own circumstances could fast track your business success.

Come out the winner against market changes

Market change is a reality, but with the right approach it can be an opportunity to grow your business. These four tips will help you adapt to the changing market.

Changing the Game for long-term success

In the first of an eight part series, Phil Quin-Conroy, CEO at PLAN Australia, outlines how brokers can stay competitive in today’s market, with a gold medal mindset.

The art of growth: acquisition and consolidation

Depending on the size of your business, and your entrepreneurial aspirations, acquisition or consolidation can be considered powerful pathways to business growth.

The art of growth: expansion into new geographies

Brokers should see an opportunity in a diverse market to look beyond their local area, reach different clientele and ultimately grow their business.

The art of growth: stepping into new competitive arenas

It’s easy to grow comfortable with what you have and to resist change or expansion. But it’s impossible to achieve significant growth without stepping out of your comfort zone and into new competitive arenas.

Five keys to succession planning

Even if you’re not planning on leaving your brokering business just yet, it pays to have a detailed plan in place for when the time comes. We’ve come up with five ways to make sure your succession plan is the best it can be.

How to find a successor

Choosing a successor can be a tricky business. When you’re ready to move on, should you keep it in the family or is selling a better idea? We discuss the options to help you make the right decision.

Selling your business: The questions to ask

When it comes to selling your business, there are a variety of factors that need to be assessed. This article looks at some of them.

5 surprising ways to use your time on the road

Time on the road is imperative for your business, but it can quickly go from profitable to unproductive if your train is delayed or you’re stuck in an airport on a long layover. While it’s frustrating, there’s no need to despair – we show you some ways to stay on task while travelling.

PLAN Australia has compiled the above articles for your information and to use as a general reference. Whilst all reasonable care has been taken by PLAN Australia in compiling this information, given the information has been sourced from third parties external to PLAN Australia, PLAN Australia cannot be certain that the information, recommendations or opinions (“information”) are accurate, or complete, nor should a mention of any business or website be taken as a recommendation or endorsement of that business.


This website may contain links to websites controlled or offered by third parties. These links are provided for your information only; by providing a link, PLAN Australia is not endorsing or recommending the products, services or the information contained on those sites and PLAN Australia will not be liable for any products and services offered (or their failure) or any information published on these third party websites.