• 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 and improve your work-life balance
Helping Established Mortgage Brokers Do 3 Things: Get Started Here
Deal Flow Quiz: Take the free quiz

For brokers who want more money, meaning and choice.

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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On-Demand Training

This on-demand training shows you how to systematically grow your settlement volumes without increasing office hours.

ultimate-broker
Ultimate Broker

The flagship program, Ultimate Broker, is a community of smart, established brokers who are growing their volumes while giving them the time and income to have more choices in their life.

VIP
V.I.P.

If your broking business turns over at least $600K+ per annum, then VIP will give you guided implementation to transform how you operate. 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

best-practices-strategies

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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