Episode description

Guest Martin Robinson: https://sharenz.com/advisers/martin-robinson/

Takeaways

• Defining success: Martin defines success as having the time, money, and health to attend any sporting or cultural event.
• Financial planning: Martin humorously defines good financial planning as when your payment to the undertaker bounces.
• Lessons from surf life saving: Martin emphasizes the value of meeting new people, learning from mentors, and staying physically active.
• Finding joy in passions: Martin's love for football and surf life saving has brought him joy and lifelong connections.
• Learning from experiences: Martin shares stories from his career in finance, highlighting the importance of perseverance and adaptability. Computerization revolutionized the mortgage industry, making it easier to track and manage mortgages.
• Commission rates for mortgages in the late 1980s were high, with advisors earning a significant amount per mortgage.
• Diversification is crucial in the mortgage industry to mitigate risks and avoid relying on a single client or industry.
• Building relationships with real estate companies can be an effective way to find prospects and convert them into clients.
• The formation of Apex Financial and its transformation into Share demonstrates the power of collaboration and camaraderie in the financial advisory industry.

Chapters

00:00 Definition of 'having made it'

03:29 The significance of football in Martin's life

04:51 The definition of good financial planning

06:33 Martin's experience in debt collecting

09:06 The role of surf life saving in Martin's life

11:28 Working at General Finance and IFC

13:33 Working in factoring and financing invoices

15:55 Working at General Finance and Olly Newland's company

19:44 Martin's achievements in surf life saving

20:46 Staying agile and competing in surf life saving at an older age

21:38 Building relationships in the mortgage advisory business

24:00 Starting a mortgage advisory business and dealing with challenges

24:29 Early Days of Mortgage Brokering

26:56 Approach to Getting Mortgages Across the Line

30:08 Formation of Apex Financial

38:03 Formation of Share

42:37 Size and Success of Share

43:33 Factors Contributing to Success

45:27 Passion for Sports and Cultural Events