Approx. Trail Income: $27,000 per year
Business history and potential
The current operator entered the business in April 2008, when they purchased the business from the previous owner who was retiring. The business has been operating in its current structure as part of a multi-franchise operation ever since. Although the franchise is located in the South Eastern Suburbs of Melbourne we have serviced the clients from our CBD office.
The business has been fulﬁlling a very simple business strategy: to provide exceptional customer service in assisting its clients realise their ﬁnance needs and goals.
The business has been able to establish a very good reputation in the local area and team’s proven track-record in “getting the job done” and getting ﬁnance approved, is driving the referrals from clients and from numerous referral partners, who include real estate agents, accountants, ﬁnancial planners, builders and conveyancers.
The business was purchased initially to increase revenue, lead and marketing opportunities in a new area of Melbourne for the group. However since the franchise has been suspended we have continued to service the clients remaining under the business code including effective E marketing, database management and phone contact. The database is of an excellent quality with every active loan having an annual review task listed and the database cleansed annually.
This business includes a database of existing clients and prospects. Details of the database will be disclosed upon enquiry and acceptance of confidentiality agreement
The Marketing Area is the geographic area with the following postcodes and key suburbs. The franchisee is required to advertise and promote the business in the marketing area but can do loans through established referral sources outside of their marketing area.
3165, 3186, 3187, 3188, 3189, 3202, 3204
Bentleigh East, Brighton, Brighton North, Dendy, Were Street PO, Brighton East, North Road, Hampton, Hampton East, Hampton North, Moorabbin, Moorabbin East, Wishart, Heatherton, Bentleigh, McKinnon, Ormond, Patterson.