Mortgage broker Goldram Financial Services has entered a joint venture with Clark Pacific Financial Services to expand its financial planning offering to clients.
The joint venture between the two Sydney-based firms will position Goldram in the top 10 per cent of financial planning businesses in Australia by revenue, according to a released statement.
Former Clark Pacific principal David Clark has been appointed director of financial planning at Goldram under the agreement.
He said the venture is intended to build a risk orientated financial planning business around an established mortgage broking business.
“It will enable us to offer clients greater risk protection and financial planning services at a time when most of them are embarking on the largest financial transaction in their lifetime.”
