AXA planners to offer expanded client lending facilities
AXA has entered into an arrangement with Alliere, a wholly-owned subsidiary of residential mortgage provider Resimac, to provide its licensed planners with a range of client lending facilities.
The lending facilities will be made available to AXA Financial Planning and Charter Financial Planning planners by way of a selection of Alliere’s client service models.
These include a ‘central service model’, in which AXA planners refer their clients directly to the Alliere telephone-based lending centre, and an ‘alliance model’, in which an Alliere representative works directly with a number of AXA planners.
Under the ‘originator model’, a licensed AXA planning practice has direct access to the Alliere platform, with optional packaging and processing services and software.
The service models allow AXA planners to “provide their consumers with the widest choice of lenders and options in the marketplace”, according to Rob Thomas, national manager of technical research advice and paraplanning.
He said AXA selected Alliere following an “extensive tender, appraisal and assessment process aimed at providing planners with the flexibility to match an offer that suits the needs of their practice and client requirements”.
Recommended for you
Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to advice M&A and how to ensure a successful fit.
With an abundance of private market options coming to market, due diligence becomes increasingly important as advisers separate the wheat from the chaff, adviser Charlie Viola has said.
The Treasury has launched a consultation into how the $47 million special levy for the Compensation Scheme of Last Resort will be funded.
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?
