Connecting high-growth, off-market investment properties to your clients.
Wealth Street transforms investment pre-approvals into property settlements through simple, seamless diversification.
WORKING WITH YOU
Seamless integration, diversified services.
GROWING YOUR BUSINESS
Wealth Street plugs seamlessly into your mortgage broking business to activate a comprehensive property & wealth creation service.
Our integrated solution unlocks exclusive access to off-market, investment-grade properties for your client's investment pre-approval.
INCREASED KNOWLEDGE
A strengthened value proposition where you offer solutions, not just transactions, to gain a competitive edge and ensure long-term business success. We offer a complimentary property mentorship program.
ENHANCED VALUE
Diversify your offerings by providing products and services beyond mortgages, commercial, and insurance. Learn to sell property as a powerful tool for wealth creation and boost your books.
HELP CLIENTS
Identify untapped financial potential and deliver tailored investment strategies to help your clients achieve their lifestyle goals. By keeping them engaged and retained, you'll foster long-term relationships.
PLUG-AND-PLAY PROPERTY SERVICE
Why partner with Wealth Street?
Diversifying with Wealth Street gives you access to off-market properties not listed on platforms like domain.com.au or realestate.com.au. In a housing shortage, this offers a strong competitive edge to attract and retain clients.
These are investment-grade properties, built by Tier 1 developers with 100% completion rates and funded by Toyota, Panasonic and Alceon. Each adheres to a strict 8-step research criteria, ensuring capital growth and strong rental yield.
PROPERTY
Access off-market, high-growth stock not found on realestate.com.au, even in a housing crisis.
PROCESSES
Leverage best-in-class investment strategies and marketing campaigns to optimise your loan book.
PERSONNEL
Access industry-leading expertise in property investment and marketing.
PRODUCTIVITY
Transform pre-approved investment loans into settled investments, minimising wastage.
PROFITABILITY
Multiplied commissions, a full pipeline and reclaimed time. No cost to you or clients.
A PROVEN SOLUTION
Simple, seamless integration.
Nearly 50% (1,726) of pre-approved investment loans lodged through Finsure expire in 90 days... equating to $1 billion in lost loan applications per month.
This concerning trend can be attributed to various factors, including a lack of available stock, limited investment opportunities and insufficient knowledge among borrowers.
As Finsure's preferred property partner since 2020, we've integrated with Infynity CRM. This seamless conversion system ensures pre-approvals transform into investment property purchases within 90 days, securing your income and fostering loyal clients with long-term investment portfolios.
WORKING WITH YOUR CLIENTS
We simplify property investment through personalised strategic plans that minimise taxes, reduce debt, build wealth and secure retirement plans.
BROKER SUCCESS
An empowered mortgage broker.
How Frank 'The Bank' Barragan achieved transformative business and client outcomes by diversifying with Wealth Street.
HOW IT WORKS
Guide your clients towards financial success.
1 SIGN & AUTOMATE
Sign the partnership agreement and activate automated referrals.
Discuss your business goals in a personalised session.
2 CLIENT REFERRAL
Pre-approved investment loans are automatically referred to us.
We receive client contact details and pre-approved amount.
3 BROKER CONTACT
We'll contact you within 48 hours to confirm client details and comply with Best Interests Duty.
Expect regular updates throughout the process.
4 CLIENT JOURNEY
Our team handles all aspects of the investment process, from discovery to ongoing wealth management.
You handle the loan submissions.
5 BUSINESS GROWTH
Earn a 1-1.5% referral fee per settlement and secure bank commissions.
Benefit from repeat business and word-of-mouth referrals.
BUILT BY BROKERS, FOR BROKERS
Navigate the Wealth Street Partnership Program and pave your way to business prosperity.
