Transforming investment pre-approvals.
Wealth Street facilitates the seamless transition from investment pre-approvals to settled investment loans. Here's how we can help.
Wealth Street Accreditation Video
Gain accreditation to refer your pre-approved investment loan clients to Wealth Street through Infynity by completing the form below the video.
Wealth Street Accreditation acknowledgement
Complete the form after viewing the above video to gain accreditation to refer your pre-approved investment loan clients to Wealth Street via Infynity.
There is a $1 billion a month problem with our industry.
Nearly half* of all pre-approved investment loans don’t settle within the 90-day timeframe.
*Source: Finsure. Period: May 2022-May 2023.
3,529
Finsure generates on average 3,529 investment pre-approval loans per month.
1,726
On average, 1,726 loans do not settle within the allotted 90 days due limited stock and investment opportunities and insufficient knowledge amongst borrowers.
$1 billion
Considering an average loan amount of $700,000, this results in over $1 billion in lost loan applications every month.
What does this data tell us?
1 DEDICATION TO PRE-APPROVALS
Your effort to gain a pre-approved investment loan for your client is often wasted.
5 ADDRESSING BUSINESS GAPS
Our partnership covers deficiencies and also helps grow your business.
2 INDUSTRY-WIDE PRODUCTIVITY
We need to fix this productivity issue as a united industry.
6 FINSURE'S COMMITMENT
We've been trusted by Finsure. As a member of their panel, we are now integrated.
3 DEMAND FOR DIVERSIFICATION
You need to diversify your services to better serve your clients.
7 PRIORITISING CLIENT OUTCOMES
For business longevity, you need to do more to service your clients.
4 INCREASING CLIENT DEMAND
Clients need help beyond just securing the loan. We plug in to take the load off of you.
8 NAVIGATING THE CHANGING LANDSCAPE
We help you diversify so you withstand the pressures of the industry.
Wealth Street is not just a property business.
We help you grow your business.
WHO WE ARE
Wealth Street is more than wealth management.
We're a team of genuine experts who carefully listen to people's financial goals, delivering tangible results. We secure high-growth properties within budget, backed by independent research for everyday Australians.
WHAT WE DO
We simplify property investment for everyday Aussies through personalised strategic plans that minimise taxes, reduce debt, build wealth and secure retirement plans.
1,200 & COUNTING
Over 1,200 individuals guided to achieve these four pillars.
$900M
We've saved our valued clients over $900 million in debt.
5/5
Our 5-star Google rating reflects our proud reputation.
100
Our 100+ years of collective experience sets us apart.
OUR MISSION
It’s our mission to simplify successful property investment.
Not only do we help investors, but we help brokers like you in guiding your clients to
maximise financial potential and achieve lasting wealth through expertise and guidance.
OUR PURPOSE
You're busy, overwhelmed and don't have time to dedicate to business development.
As your property partner, we seamlessly integrate into your operations, activating a diverse property service.
Our goal is to extend your business by integrating property and mortgages under on roof, giving clients confidence of our combined expertise at their fingertips.
Wealth Street plugs seamlessly into your mortgage broking business to activate a diversified property service.
We have built the infrastructure to retain your clients in your business, keeping the relationship in-house. By integrating property and mortgages under one roof, our combined expertise is at your clients’ fingertips, giving them more confidence.
PARTNERSHIP
Why partner with Wealth Street?
1 PROVEN RECORD OF SUCCESS
Our experienced investment specialists guide your clients toward financial growth and wealth through smart investments.
5 GUARANTEED CONFIDENCE
We back our services with the certainty of helping your clients achieve their financial goals through property investment.
2 A TAILORED APPROACH
We maximise investment returns with tailored strategies based on your clients' finances, goals, and property recommendations.
6 LUCRATIVE REFERRAL
Earn a % referral commission by connecting pre-approved investment loan clients to Wealth Street, creating a win-win scenario.
3 STREAMLINED PROCESS
Effortlessly save time as we manage the entire process of investment strategy and locating ideal investment properties for your clients.
7 ATTRACT, NURTURE AND RETAIN CLIENTS
Implementing tax-minimisation and wealth-growth strategies helps attract and retain loyal clients, strengthening your portfolio.
4 ACCESS TO IN-HOUSE SPECIALISTS
Our dedicated marketers oversee your campaigns, while our investment specialists nurture leads to property purchase.
8 YOU’RE ALWAYS INFORMED
Count on us for regular updates on your clients' property and investment strategies, fostering our strong partnership.
PARTNERSHIP
How we help your clients
PARTNERSHIP
Diversification, simplified
The risks of an undiversified loan book
Australia's mortgage market is influenced by economic conditions, regulatory shifts, and borrower preferences. Relying on a narrow range of loans exposes your business to risks and hampers growth. Diversifying spreads risk and ensures adaptability, making you a competitive and reliable broker.
Mitigating risks, amplifying profitability
By offering diverse loan products to different borrower segments, you reduce reliance on one market. Expanding into commercial or investment loans alongside residential ones diversifies revenue sources and cushions sector downturns.
Moreover, diversification enhances broker profitability by tapping into niche markets with less competition, commanding higher margins. A broader loan book attracts a larger customer base, leading to more referrals and growth opportunities for your business.
The challenges of loan portfolio limitation
Those confined to a limited loan portfolio may grapple with the following challenges:
MEETING DIVERSE NEEDS
Australians have diverse financial profiles, from first-time buyers to investors and entrepreneurs. If your loan offerings are limited, you'll miss opportunities to serve unique customer circumstances.
INTENSE COMPETITION
Focusing solely on residential mortgages in a crowded market can hinder differentiation, resulting in reduced market share and limited growth potential.
VULNERABLE TO REGULATORY SHIFTS
The Australian mortgage landscape is regulated for responsible lending and consumer protection. Concentrating on a specific loan type leaves you vulnerable to regulatory changes, risking compliance issues and lending limitations.
Wealth Street makes diversification easy with our network
We have access to a comprehensive network of industry resources, which includes off-market properties and exclusive opportunities not listed on popular platforms such as domain.com.au or realestate.com.au.
Leveraging our connections and expertise, we can help your clients navigate the market more efficiently and secure a property that offers excellent potential for growth and rental returns.
BROKER CASE STUDY
Ali Ajani
Ali was satisfied with his career and earning potential. He had never considered incorporating property sales into his business until Finsure introduced him to Wealth Street.
$165K in commissions
From a single workshop.
$9.3 million
In new investment loans to lodge.
‘Our partnership produced additional revenue for my business and value to my clients. This value came via education about reducing debt and alleviating the burden of researching investment properties.
From a single workshop, 5 clients purchased investment properties and another 6 soon thereafter.'
- Ali Ajani, ONE1ZERO Finance
We strive to make every pre-approval count by simplifying the property
search journey for your clients.
We transform pre-approvals into successful property purchases, empowering your clients to fulfil their investment dreams with confidence and ease.
HOW WE WORK
The first 90 days as a Wealth Street partner
NOW
MONTH 1
LET'S GET STARTED
Sign Partnership Program agreement.
LEARNING THE PROCESS
- Introduce the brand and establish trust with your customers.
- Develop content, train staff and activate marketing.
Next steps: book time to activate launch campaign.
MONTH 2
BUILD AWARENESS WITHIN DATABASE
- Introduction to resources available.
- How to talk to clients about investing.
- Pre-approved loan strategy.
- Learn the process by attending your client’s discovery and strategy sessions.
MONTH 3
DATA MINING
We teach you how to review your database to identify clients who we can help:
- $150k min single income, $250k min double income
- 70% LVR
- Credit card, personal loan or car loan
BUILT BY BROKERS, FOR BROKERS
