Welcome to Assent Mortgage Finance

“For too long, clients who have sought advice on their financing needs, have relied on poorly qualified and often ‘biased’ finance advice due to the lack of perceived professional options available to them.”


Financial Planners - A Finance offer within your practice

Assent Mortgage Finance offers referral, consulting and/or Joint Venture services to Financial Planners. Many Financial Planning firms require a robust and specialised 'finance' offer for their clients. This 'finance' offer should include commercial, business, SMSF loans & other specialist finance facilities; not just a plain 'vanilla' home loan product offer!

Our service is one that recognises and understands the importance of the financial planning process as well as client ownership;

  1. Consulting services to plan and implement a liability (customer finance offer) management model within your financial planning practice.
  2. Providing business development advise on how to identify new business opportunities through existing client bases.
  3. Access to a professional and outsourced finance brokerage capability that can provide an 'added value' finance proposition, modelled along the Financial Planning '6 step' process.
  4. Advise on accessing wholesale finance products which may be branded to your firm. (ensuring your client relationship is not jeopardised or cross sold to).
  5. Implementing ‘debt’ strategies that often results in risk product sales which enhance practice 'per client' profitability.
  6. Providing Finance advice that goes beyond the family home loan.
  7. NEW! Specialist SMSF Mortgage Financing accreditations.
  8. Offering ‘liability management’ and 'business development' advice that isolates new markets within your client base.

Please feel free to call Assent Mortgage Finance on 1300 72 86 96 to confidentially discuss the opportunities available to your practice.