Mortgage Choice reaches financial planning milestone

Tania Milnes, general manager of Mortgage Choice Financial Planning, said it was pleasing to see the business grow organically month after month.

“The financial planning business is now just two years old, and in that time we have grown the business from a standing start to 40 advisers,” she said.

“The recent appointment of our 40th adviser confirms that we are on track to meet our target of 60 advisers by June 2015.”

Ms Milnes said Mortgage Choice’s recruitment process is very selective in order to attract the right kind of adviser.

“At Mortgage Choice Financial Planning, we are looking for that new generation of advisers who bring the necessary qualifications and experience and who also have the ability to speak with customers in a way they can relate to,” she said.

“With research suggesting eight out of 10 Gen Y and Gen X Australians do not have a relationship with a financial adviser, it is fair to suggest the traditional way of delivering advice is not resonating with wealth accumulators and that is exactly what we are trying to change.”

Ms Milnes said one of the benefits of partnering with a mortgage broking franchise is that wealth accumulators are coming through the door seeking home loan advice every day.

“For many Australians, a mortgage is both one of the most significant financial commitments they will make, and often their first big financial commitment,” she said.

“By operating under the same roof as mortgage brokers, our advisers are able to establish a relationship with home loan customers right at the start of their financial journey.”