Your clients look to you for more than just investment advice. They may need help with finance to buy property or expand their business.
Our solution
You can become accredited to sell mortgages as a broker, or alternatively use our referral service. Either way, you can generate business revenue
by arranging finance for your clients.
You can also help your business
clients buy or lease new equipment
using our equipment finance service.
Once you're accredited you can
quickly and easily get competitive
quotes and process your clients'
applications online.
We also have a range of reverse
mortgage solutions.
You'll find out about debt solutions for your clients
at our professional development day
workshops.
Foundation solutions include:
Debt broker services
(St.George and/or Choice
Aggregation Services)
Become a broker for St.George and/or
Choice Aggregation Services via our online
accreditation service and create an additional
source of business revenue when you arrange
finance for your clients.
Debt referral services
(St.George and/or Choice
Aggregation Services)
Refer your debt business to a St.George or
Choice Aggregation Services broker and
create an additional source of business
revenue when your clients take out a mortgage.
Debt disclosure templates
SoA templates help ensure the appropriate disclosures are made when you provide debt advice.
Reverse mortgage APL
An approved product list for Reverse
Mortgages.
Professional Development day (Debt
content)
CPD-accredited debt sessions at PD days.
Debt technical strategies / services
Help with development and delivery of
technical strategies specifically focused on
debt.
Optional integrated solutions include:
Equipment Finance
Help your business clients obtain finance
for equipment lease or purchase using our
online equipment finance service. Arrange
competitive quotes and process applications
online for speedy results. We enable access to:
- ELS support and software
- disclosure templates
- accreditation process
- compliance framework (policies).