• Structure your practice to grow settlements by an extra $3M+ per month working 10 less hours per week
  • Transition from busy broker to successful practice owner
  • Reduce your stress, increase your income and elevate your quality-of-life
Helping Established Mortgage Brokers Do 3 Things: Get Started Here
Loan Process Audit: Get your free copy

Streamline your service delivery to be more efficient, referable and profitable

The Successful Adviser Philosophy Is Simple

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Attract

Quality Clients

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Deliver

An Efficient & Referable Service

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Grow

With Structure & Consistency

When you know how to ATTRACT quality clients, DELIVER an efficient, referable service and GROW with structure and consistency, you will have the tools to run your business more easily so it supports your chosen lifestyle.

Everything we do is designed to help you leverage these three elements in your business.

Support That Grows With You

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Loan Process Audit

This audit will help you identify gaps and opportunities in your submission process so you can grow your volumes without growing hours worked.

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Work Less, Settle More

This on-demand training shows you how to grow volumes by $3M per month working 10 less hours per week.

ultimate-broker
Ultimate Broker

An invitation-only service for established brokers who are reducing stress levels and office hours while growing their settlements, personal income & quality-of-life.

VIP
The Successful Practice

If your broking practice settles $80M or more and you’d like to grow overall volumes by $50M+ and work 500 less per annum, this service could be a fit. Limited spots only.

Want To Be Our Next Success Story?

Robert Trewin

Growth through systems and staff

Trewin Mortgage Broking

Rachael Bland

From long hours to growing volumes with less hours

Get Smart Financial

Jeremy Harper

From hard work to tripling settlement volumes

hFinance

Rory Sercombe

From inconsistent to systematic deal flow

Own Home Loans

Carly Grigg

From stressed to structured and scaling volumes

The Melbourne Mortgage Company

Salmir Suljagic

From overwhelm to structured and consistent growth

Pro Finance Solutions

Practical, Personalised and Structured Support To Help You Succeed

personalized-coaching

Personalised Coaching

step-by-step

Step by Step Plan

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Best-Practice Strategies

interactive-training

Interactive Training

accountability

Accountability

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Connected Community

resource-library

Resource Library

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Results Tracking

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Support On Demand

The Successful Adviser, led by James McCracken,

is a community and set of tools for high-performing mortgage brokers. If you’re an established broker looking to write more loans with less effort, then The Successful Adviser is designed specifically for you.

Are you ready to take the next step to your success?

Have a free and confidential discussion about your business and eligibility for our programs.

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