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. This week, join managing editor Annie Kane and commercial content writer Ben Squires as they unpack some of the biggest stories in finance and property. They cover: The RBA’s surprise decision for the July cash rate. Where will the cash rate go from here? What brokers think of the major banks. And much more!...
Jul 11, 2025•35 min
A groundswell of brokers has been folding asset finance into their business models to provide more solutions to clients while diversifying their revenue streams. But how exactly is it done? In this episode of In Focus, we sit down with Tom Caesar, the group executive of asset finance at LMG, to discuss the evolving trends in the industry, how brokers can harness asset finance to scale their businesses, and why offering asset finance doesn’t necessarily mean brokers have to write it themselves. T...
Jul 09, 2025•31 min
After leaving banking to become a broker eight years ago, Matt Pongrass has quickly established himself as the go-to broker for professionals and sophisticated investors, averaging $2.2 million a loan. In this episode of Elite Broker, host Annie Kane catches up with the Sydney-based broker to find out how he’s been building a successful brokerage with a high-touch servicing model and how he’s evolving his brokerage for growth. Tune in to find out: How and why he’s never marketed his business. Wh...
Jul 08, 2025•42 min
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. This week, join managing editor Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they unpack some of the biggest stories in finance and property. They cover: The new and expanded lending initiatives for FY2025–26. Why ASIC’s levies are doubling for the broker channel. A swathe of senior lea...
Jul 04, 2025•26 min
The mortgage landscape is undergoing a period of rapid transformation at the moment, with technology rapidly accelerating the “time to yes” and enhancing the broker and customer experience. In this episode of In Focus, host Annie Kane sits down with Natalie Sheehan, head of broker distribution at Bendigo Bank, to delve into the bank’s new lending platform and how it is transforming the broker and client journey. Tune in to find out: Why Bendigo Bank embarked on a major digital transformation foc...
Jul 01, 2025•27 min
In this special episode of New Broker, host Will Paige speaks with brokers at the beginning of their careers to find out what inspired them to enter the industry, the early challenges they’ve faced, and what they’d do differently if they had the chance. The episode includes insights from: Jarrod Lawson, broker at Pink Loans Financial Mitchell Flitcroft, broker at Equity One Finance Stephane Belaicha, broker at Loangevity Virgilio (Victor) Casal, broker at Strength Capital Tune in to hear: The mo...
Jul 01, 2025•21 min
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. This week, commercial content writer Ben Squires is joined by Emilie Lauer from REB to unpack some of the biggest stories in finance and property. They cover: New state government initiatives to address the housing crisis. The most affordable major city for investing in Australia. The latest monthly inflation figures from the A...
Jun 27, 2025•28 min
Award-winning finance broker Will Hamer has been hitting the nail on the head when it comes to asset finance, running not one – but two – successful asset finance brands. In this episode of Elite Broker, host Annie Kane catches up with the Best Finance Broker Victoria/Tasmania 2025 to find out how he’s been striking a good deal for both his clients at Hamer Asset Finance and for the clients of his broker referral partners at Loan Market Accelerate. Tune in to find out: How he handles 70 transact...
Jun 24, 2025•51 min
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 best interests duty audit from ASIC. Changes to how HELP debt is applied. Problems with the Consumer Data Right. And much more!...
Jun 20, 2025•25 min
An avid interest in property and wealth creation spurred Peter Savage to try his luck as a mortgage broker and, in no time at all, he turned his passion into a thriving business. In this episode of New Broker, host Annie Kane catches up with the founder of Savage Money – who is on track to settle $145 million this financial year – to unpack his approach to broking and learn how he’s been able to achieve such a significant volume so quickly. Tune in to find out: Why he opened his own brokerage ra...
Jun 17, 2025•47 min
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 closure of the Advantedge business. Third-Party Lending Report: what brokers think of the lenders. New leaders at the aggregation groups. And much more!...
Jun 13, 2025•30 min
The asset finance space has been on a roller-coaster ride, but what does the future trajectory look like? In this episode of In Focus, we sit down with Andrew Wagg, head of broker sales at Shift, and Mark Rayson, head of COG Aggregation, to unpack the recent trends that have characterised Australia's asset finance sector and examine best practice tips for writing these loans. Tune in to find out: The headwinds challenging the asset finance space. What brokers need to know in the run into EOFY, i...
Jun 11, 2025•26 min
What would elite brokers do differently if they had their time again? To find out, we asked some of our Elite Broker guests their top advice for new brokers. In this episode of Elite Broker, we’ve compiled some of the top tips for success from recent guests on The Adviser’s Elite Broker podcast. Tune in to find out: What they think is the key to their success. What they wish they knew when they first started. How new brokers can hit the ground running. And much more!...
Jun 10, 2025•27 min
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 details of systemic misconduct in mortgage lending at RAMS. How far will broker market share go? NextGen’s new report on how brokers approach loan processing. And much m...
Jun 06, 2025•23 min
ApplyOnline is the cornerstone lending platform for the Australian mortgage and finance industry, used by thousands of brokers daily. But what do brokers really think of it? In this episode of In Focus, host Annie Kane sits down with Renee Blethyn, head of broker partnerships at NextGen, to unpack the findings of the 700 broker respondents to the inaugural Industry Insights Report. Tune in to find out: What brokers think of ApplyOnline. How NextGen is updating the system to reflect broker feedba...
Jun 04, 2025•38 min
In this episode of New Broker, host Annie Kane catches up with Maulik Chaudhary from Brokio and Matt Turner from GSC Finance Solutions to discover how they work together as mentor/mentee. Tune in to find out: Their top tips for choosing the right mentor. The problems with differentiating mentoring and business coaching. Why they think industry needs to do more on mentoring standards. And much more!
Jun 03, 2025•46 min
Momentum Media was thrilled to host the Women in Finance Network Lunch in Sydney on 2 May, run with the support of principal partner ANZ. In this episode of the Women in Finance Podcast series, host Annie Kane is joined by Natalie Smith, general manager for retail broker, at ANZ to discuss Natalie’s path to senior leadership, as well as how the bank is advocating for greater gender balance and fostering leadership pathways for women. Tune in to find out: The importance of being challenged in you...
Jun 02, 2025•34 min
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: Details of the Commonwealth Bank of Australia’s broker strategy. The new finance ministers in the shadow cabinet. What’s driving optimism in the SME space. And much more!...
May 30, 2025•24 min
The Commonwealth Bank of Australia is Australia’s largest lender but has the smallest proportion of new broker flows of the major banks. But why? And what is the bank’s broker strategy? In this episode of In Focus, sponsored by CBA, we speak with the general manager of third-party banking, Baber Zaka, to explore CBA's broker strategy and their plans for growth in the channel. Tune in to find out: How CBA is working to strengthen relationships with brokers. How the bank is changing its broker off...
May 28, 2025•37 min
Scaling a high-performing business without sacrificing personal life is notoriously difficult, but the key might be ensuring you stay true to your core values. In this episode of Elite Broker, host Annie Kane sits down with Aaron Christie-David, broker director of Atelier Wealth, to discuss how he’s built a successful brokerage with his wife Bernadette and how they’ve adapted business growth as their family has grown. Tune in to find out: How he’s navigated aggressive business growth with person...
May 27, 2025•50 min
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: All the fallout from the RBA’s latest interest rate decision. The broking industry hits back at a controversial column. Treasurer Jim Chalmers’ response to LRBA speculation....
May 23, 2025•22 min
Chris Bates took out the top spot in The Adviser’s residential Elite Broker ranking 2024, having settled $329 million across 412 loans in the financial year. In this episode of Elite Broker, host Annie Kane sits down with the CEO and broker principal of Alcove to find out how he’s built an efficient brokerage. Tune in to find out: How he structures his team for optimal efficiency. How he navigated rebranding his brokerage. Why he believes the role of brokers is evolving. And much more!...
May 20, 2025•49 min
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 new political leaders in Australia. Alexis George's defence of AMP's 10-year IO loan. Flint’s expansion following a new merger. And much more!...
May 16, 2025•22 min
Aussie is one of the most recognisable brands in broking but recently underwent a brand evolution. Here, we find out how and why the brokerage is helping Australians Find.Buy.Own property. In this episode of In Focus, we sit down with Brad Cramb, CEO of distribution at Lendi Group, to unpack how and why the household brand is evolving. Tune in to find out: Why Aussie is moving to become a property ecosystem. How the evolution streamlines the property journey for Australians. The new services and...
May 14, 2025•42 min
After a diverse career, including working on a blast crew in Western Australia, Sam McDonald made the move into commercial broking and hasn’t looked back since. In this episode of New Broker, host Annie Kane finds out how the Atlas Broker has navigated from blasting to broking to put commercial finance broking on the map. Tune in to find out: His strategies for building strong relationships with accountants and equipment suppliers. Insights into the intricacies of structuring complex equipment f...
May 13, 2025•51 min
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 diverging broker flows at the major banks. The reasons why aggregators drop lenders. A groundswell in broker tech. And much more!...
May 09, 2025•35 min
Non-bank lenders form an increasingly important part of the mortgage market, particularly when it comes to servicing clients with specialist finance needs, such as the self-employed. In this episode of In Focus, we sit down with Tony MacRae, chief commercial officer of Bluestone Home Loans, to unpack the current lending market and discuss how brokers can grow their business by supporting clients who have specialist finance needs. Tune in to find out: The growing importance of specialist lenders ...
May 07, 2025•23 min
After two decades in IT, Arnab Baral made the leap into broking to transform the client experience, but he’s still harnessing his obsession with tech to escalate his brokerage. In this episode of Elite Broker, host Annie Kane speaks with Arnab Baral – CEO and managing director of Cinch Loans and recipient of the Editor’s Choice Award Vic/TAS at the 2025 Better Business Awards – to find out how he’s building Cinch Loans with technology, the principles that guide his team, and the lessons new brok...
May 06, 2025•55 min
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 commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: The federal election 2025. House prices and inflation data. The latest ADI statistics. And much more!
May 02, 2025•18 min
As Australia’s small and medium-sized enterprises navigate myriad challenges, brokers are playing an important role in charting a course to finance solutions. In this episode of In Focus, we sit down with Guy Callaghan, chief executive officer of Banjo Loans, to unpack key insights from the SME lending specialist’s latest SME Compass report, and what’s keeping the engine room of the Australian economy turning. Tune in to find out: What’s next on the horizon for Australia’s SMEs. The opportunity ...
Apr 30, 2025•29 min
