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Home News Financial Planning

Mortgage Choice seeds financial planning business with two new franchises

by Staff Writer
December 4, 2012
in Financial Planning, News
Reading Time: 2 mins read
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Mortgage Choice Financial Planning has opened the doors to two new franchises.

After gaining its advice license in October, Mortgage Choice set its sights on opening ten franchises as part of a "soft launch" to test its systems, processes and proposition before the full roll-out slated for July 2013.

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Tania Milnes, Mortgage Choice Financial Planning's general manager said its first financial advisers had a strong existing customer pipeline and lead flow from the mortgage broking business, while risk insurance enquiries were being referred through a comparison website, Mortgage Choice had acquired.

She said its recruitment process was stringent and selective in order to bring advisers that embraced the Future of Financial Advice (FOFA) into the fold.

"We want new generation advisers who share our ideals and passion.

"People who embrace the post-FOFA world and inherently have their clients' best interests at heart.

"Professional advisers with solid experience who appreciate the support we provide for both their business and their professional development," she said.

Mortgage Choice would use the two decades of experience it had supporting its franchises build better businesses, in its bid to give Mortgage Choice Financial Planning "every advantage possible", according to Milnes.

Brisbane-based, Kayle White and Sydney's Fairien Azeem are the two new franchisees to sign up with Mortgage Choice Financial Planning. Azeem previously operated a Mortgage Choice franchise while White worked closely with the broker in her role as a financial adviser.

Tags: Financial AdviceFinancial AdviserFinancial AdvisersFinancial PlanningFinancial Planning BusinessFOFAInsuranceMortgage Choice

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