Recludo Group

At Recludo we selectively invest in handpicked leading Australian Mortgage and Finance Broking businesses. We then knuckle down together to create and execute a winning partnership focused on revenue, profit and business value growth well above industry norms.

I am responsible for working closely with our National member businesses to provide the resources, support, best practice insights and overall guidance to drive accelerated business value creation for all stakeholders

Book your free Discovery Call here ➜ https://calendly.com/recludo-discovery-call/30min

Director | GM Broker Performance

Succession Plus

I’m responsible for the growth and leadership of Succession Plus' Mortgage and Finance Broking Business Unit (MFBBU). In addition to working directly with clients, my main focus is the design, advocacy and strategic oversight of the direction and success of the MFBBU.

I am a fully accredited advisor with Succession Plus, and my business Recludo, is trained and licenced to use the Succession Plus and Capitaliz tools and processes to provide accelerated value creation and exit/succession planning advice to Mortgage and Finance Broking business owners. Succession Plus are also leading advisers to companies wishing to implement ESOPs (Employee Share Ownership Plans).

In operation for ten years, Succession Plus is the largest Business Succession and Exit planning consulting firm in Australia and is entirely focused on designing and implementing successful exit strategies which achieve the owners' goals, release them from the business they have been so heavily invested in and provide the financial reward they deserve.
 
Succession Plus has a team of highly skilled experts who bring a wealth of experience and passion to help clients maximise the value of your business and achieve a successful exit.

Value Creation + Succession Advisor | Specializing in the Mortgage & Finance Broking Industry

Broker Ideas Group

Over the past six and a half years I’ve helped hundreds of ambitious mortgage brokers build sustainable, high-performing mortgage businesses that can run with or without them, changing both their businesses, and their lives, for the better. Using my decades of industry experience, our collective thousands of coaching hours, and data driven best practice benchmarks, we developed BIG's proven methods into an industry first ➜ an innovative, industry leading, independent coaching and advice business.

I love the Mortgage Broking industry and I’ve thoroughly enjoyed working with such wonderful people and clients. I’ve now moved on to my new Mortgage Broking business venture RECLUDO.

Mortgage Industry Best Practice Strategy Advisor For High Performing Brokers

Mental Fitness Institute Australia

𝗬𝗢𝗨𝗥 𝗠𝗜𝗡𝗗 𝗜𝗦 𝐘𝐎𝐔𝐑 𝗠𝗢𝐒𝐓 𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧 𝐀𝐒𝐒𝐄𝐓.

Here at the Mental Fitness Institute Australia we hold a mission of redefining the way people in the Mortgage and Finance Broking industry approach mental health. Rather than seeing mental health as something to treat, our methodology takes a more ‘positive psychology’ based approach by adapting and applying the language of physical ‘fitness’ to mental health.

Mental Fitness Advocate | Education & Training for Individual and Team Wellbeing

Paladin Partners 

[Paladin Partners has been folded into RECLUDO]

Shift your thinking ➤ SUCCESSION PLANNING IS BUSINESS STRATEGY

Our primary focus is helping Mortgage Brokers establish and execute a succession plan that encapsulates and combines the three key areas of a highly profitable and valuable business >>> 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒 + 𝐏𝐄𝐑𝐒𝐎𝐍𝐀𝐋 + 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 success. 

This is your 𝐌𝐀𝐒𝐓𝐄𝐑 𝐏𝐋𝐀𝐍 that links and aligns these 3 key aspects.

> 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒 - Unfortunately, although they may be good businesses, the large majority of broking businesses are not succession, exit or sale ready. Instead, a large proportion are owner dependent and often lack effective systems and processes – these issues can limit the value of the business and impact its ‘sellability’. While the business in question may be quite large in terms of settlements and may even be an industry award winner, some of them run as though they are much smaller.

> 𝐏𝐄𝐑𝐒𝐎𝐍𝐀𝐋 - Owning a Mortgage Broking business is an important part of you the owner’s life, that’s why many business owners are very strongly attached to their business. A business owner will identify with the business in what is called role-identity fusion and will need time and space to get comfortable about what the exit actually looks like and importantly what does life after business mean.

> 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 - The business, the owner/s and their finances are often complicated and interwoven and therefore hard to separate. We estimate that up to 80% of a brokerage owners wealth is tied up in and/or linked to the business – this needs to be resolved before a succession plan and/or exit can take place and to make sure the owner and their family are adequately funded into the next phase of life or post retirement.

Value Creation & Succession Advisor For Australia’s Best Mortgage Broking Business Owners

Mortgage National

Established and built a multiple award winning wholesale mortgage management and distribution business centred around exceptional client experience and delivering high value outcomes for all stakeholders.

Founder and Owner

Provincial Group

Built, trained and mentored a team of 40+ Mortgage Consultants - delivering exceptional industry leading financial solutions and experiences.

Senior Mortgage Consultant and Master Agent

Aussie Home Loans

I started in the Mortgage Broking industry at Aussie after 14 years in corporate banking and finance. And what an amazing place to work Aussie was!

Roles included:
Sourcing new referral networks
Promoting the brand
Servicing all leads in regional Victoria

Senior Credit Advisor

Latitude Financial Services

Formerly AVCO Financial Services which was acquired by GE Capital which was acquired by Latitude Financial Services. Learned a heck of a lot here --> AVCO people are regarded as the very best trained people in the finance industry.

Branch Manager

My start in financial services - straight out of school.

Account Executive

I partner with Australia’s leading Mortgage Brokers and together we build the most profitable and valuable businesses in the industry 👉 DM or email me to learn more.

At RECLUDO, our experienced executive team works closely with leading Australian Mortgage Broking Business Owners to grow independent, prosperous, valuable businesses. Our guiding principle is founded on accelerating value creation and strategic succession planning, where the personal ambition of the business owner seamlessly blends with our business acumen to yield tailor-made growth solutions. 
With nearly three decades of deep industry experience, my role is pivotal in designing and leading the performance improvement program for our Mortgage and Finance Broking Business partners, ensuring client-centric value creation and strategic business continuity.

Leveraging both my own journey in starting, building, and successfully exiting multiple Mortgage businesses plus certifications in Exit Planning and Succession, I employ a robust combination of strategic planning, personal experience and business acumen to empower brokers. This empowerment facilitates the transition towards professional excellence, financial success and personal fulfillment. My dedication to leadership excellence within RECLUDO is further augmented by my direct involvement in shaping the industry's best practices, contributing to the creation of businesses that truly stand the test of time and change.

Book your free Discovery Call here ➜ https://calendly.com/recludo-discovery-call/30min

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