Free

Introduction to our Service Synergy Program over Breakfast - Mortgage Broke...

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Equi Wealth HQ

Suite 8

51-55 City Road

Southbank, VIC 3006

Australia

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EXCLUSIVE EVENT FOR MORTGAGE BROKERS

If you would like to provide a more comprehensive service for your clients while increasing revenue and building loyalty, this is a session you won't want to miss!

Join with other professionals in your industry and build your connections, whilst learning how our Service Synergy Program can help you build your business - by up to 650% without any additional cost.

It’s a WIN-WIN-WIN!

WIN for your clients. WIN for you. WIN for us.

The Equi Service Synergy Program blends your expertise in finance with ours in financial planning and investment strategy. We have successfully partnered with a small number of brokers to create a seamless, value-add experience for the client and are now seeking to expand with a group of strategic partners.

Equi Wealth is a fully qualified, licensed financial planning business with an experienced team. We can provide advice for your clients including tax minimisation, investment structures, risk management, superannuation (including SMSF), property, share and managed fund investment advice. Importantly, we can also help you retain prospective clients who are not yet qualified and nurture them on your behalf until they are ready to do business with you.

Benefits of joining us for this exclusive event:

  • Network with other brokers and service providers
  • Learn how to substantially increase your income from each client
  • Learn how we can help you convert more prospects to clients
  • Increased client conversion and retention
  • Hear case studies from brokers already in the program.

This is a free event, with a light breakfast and coffee provided. Limited places available so register quick!

Date // Wednesday 22 November
Time // 7:30am registration / event from 8:00am until 9:30am

If you have any questions please don't hesitate to call us on (03) 9686 9111 or 0455 99 22 89 (Kaley).

FAQs

What are my transport/parking options for getting to and from the event?

We are a 5 minute walk from Flinders Street Station either across Evan Walker bridge and down Southgate Avenue to City Road or down St Kilda Road and right down City Road.

Limited ticketed on-street parking is available directly outside the venue on City Road (2 hour limit) after 6:30pm. There are also several ‘pay to park’ car parks located within a few minutes walk at Eureka Tower, The Ballet Centre, The Arts Centre and a car park on the corner of Power and Kavanagh Streets.

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Date and Time

Location

Equi Wealth HQ

Suite 8

51-55 City Road

Southbank, VIC 3006

Australia

View Map

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