After FS for 12 months I am at the point where I would like to expand my referral network. As such, I am looking for referral partners in the following fields:
Finance / Mortgage Brokers (commercial preferable);
Insurance Brokers (with niche specialties);
Real Estate Agents;
In addition to Micro/Small Business, my target market segments are:
– Commercial Property Owners;
– Contractors Plant and Equipment.
– Hospitality Risks (Hotels / Clubs / Restaurants / Takeaways);
– Not For Profit Organisations; and
– Strata (both Residential and Commercial).
My philosophy is simply – the advice / policies I provide are CLIENT NEEDS driven, not price driven. I am based in regional NSW but have clients all over the state (as well as access to a portfolio of clients in every state/territory of Australia).
I would invite any like minded professionals (even if you don’t fall into the above categories) to give me a call and discuss how we can both assist our clients.