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"I have been referring my clients to Crown Finance for over 5 years now and certainly in all my experience in the financial services sector which spans 18 years I would consider them to be at the very echelon when it comes to Mortgage Broking firms. The main reason I continue to business with Scott and his team is beacuse they have a process, built much the same way we have built our Financial Planning Firm.
The Crown Premium Product is a loan that is designed to 'Get Clients out of Debt in up to Half the Time and They Pay lower Repayments each month.' More than this every client that is mine stays mine I can leverage of the Crown Finance brand name and use it as an extra service to my clients.
The way I see it my clients need advice when it comes to finding the right package in relation to their lending. In the clients eyes I look like the good guy as I referred them onto Crown who delivered the results.
Interworx Wealth Manage,emt receive 3 benefits, firstly client is secured to us againast large competitors ie Bank may service client loans which in turn leads to the question asked by the bank 'Can we do your Financial Planning', under the Crown system we do no have this issue. Secondly receive a referral fee back which is fully disclosed in our SOA's, this gives us passive income and thirdly and probably most important the service is delivered by Crown which leads to a happy client who becomes a referral source to others for both Lending and Financial Planning."
Yours Truly
J. Trent |
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