Custom Finance
Custom Finance
sure, equity

Aggregator Partners with General Insurance Brokerage

Custom Equity Group says it has experienced significant growth last year, with the aggregator’s chief executive David Haythorn pointing to the opportunity for brokers to get involved in the business. Uniquely everyone in the business is a broker including our chairman, the board and senior management team,” Mr Haythorn said.
Speaking to The Adviser, Mr Haythorn said many brokers have left their existing aggregator to join Custom and “Offering insurance is an important part of providing an industry best-practice service to our clients. The ‘insurance discussion’ is an essential part of every home loan transaction according to your Responsible Lending obligations, but it’s also essential to building trust and creating long-term relationships. It shows your clients that you care about their well-being and financial future and are invested in helping them to achieve their financial goals.
As a provider of convenience and peace of mind, offering insurance is a natural way to add value to your mortgage broking services. The benefits for our Broker Member include an increase in the value of every home loan transaction, opportunities to provide ongoing service through insurance renewals, and greater customer satisfaction which supports referral business and growth.