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Unlock your accountant advantage

We understand that adding a new arm to your business requires some careful consideration.

When you download our ebook today, you will discover why you as an accountant are in the perfect position to expand into mortgage broking, and how this can help drive an increase in your business and better serve your customers.

Hear from top-performing accountants and brokers on how they make the fit between accounting and mortgage broking work to their advantage through partnerships, employment agreements and even career switches.

Help me make the switch

Download the Accountant’s Guide to Mortgage Broking and get insights and practical steps to help you succeed.

This guide has practical tips from accountants and mortgage brokers which explains:

How it is all in your control

We’re here to help you understand the pros and cons of your opportunities to expand your business offering.

Weigh up the options to decide whether you are best suited to work with a broker, hire a broker, create a joint venture or even become a broker yourself.

How to create the best customer outcomes

Accountants and mortgage brokers are among the most trusted professions in Australia today.

In our guide, you will begin to understand the benefits of this shared relationship as trusted advisors and how working together as two unstoppable forces can help customers navigate through significant financial decisions.

The ins and outs of career switching

Your financial education has equipped you with the knowledge and expertise that gives you a distinct advantage over your competition.

Discover how to best leverage your useful skills in your new career.

Hear from professionals like you who have made the jump

My accounting career was really about getting a financial education. I spent 13 years with Deloitte, but even before my career took off, I knew I was never going to be a tax accountant. I think there is a real sweet spot in mortgage broking for qualified accountants looking for something a bit more fast-paced with variety.

Tanya du Preez

Director
Affinitas

My accounting career was really about getting a financial education. I spent 13 years with Deloitte, but even before my career took off, I knew I was never going to be a tax accountant. I think there is a real sweet spot in mortgage broking for qualified accountants looking for something a bit more fast-paced with variety.

Tanya du Preez

Director
Affinitas