Australian Broker Podcast

Turning Existing Clients into Commercial Opportunities


 



Could your next commercial lending opportunity already be sitting in your client book?
 

In this episode of the Australian Broker Talk podcast, produced in partnership with Wave Money, Mark Petterwood of Astute Financial Geelong joins Wave Money Founder and Managing Director John Flavell and Head of Marketing Wendy Robertson for a practical deep dive into Small Ticket Commercial lending. 
 

Rather than talking theory, Mark takes us inside two recent client scenarios. First, a successful self-employed business owner who had been renting his business premises for years gets the opportunity to purchase the property from his father. Then, a 19-year-old apprentice takes his first step into property investment by purchasing a tenanted commercial property. 
 

John and Mark unpack how the deals were approached, the challenges that emerged and why commercial lending doesn’t always need to be as complicated as brokers might think. 
 

They also explore the opportunities that may already exist within brokers’ client bases – from small business owners looking to purchase the premises they operate from to residential investors considering commercial property. 
 

In this episode: 
 

  • Two real Small Ticket Commercial deals 
  • Finding commercial opportunities within existing client relationships 
  • Helping business owners move from renting to owning 
  • Commercial property opportunities for existing investor clients 
  • Full Doc, Alt Doc and Lease Doc options 
  • Why workshopping a scenario early can make a difference 
  • Building commercial lending confidence without becoming a commercial specialist 
     

Featuring
Mark Petterwood – Astute Financial Geelong 
John Flavell – Founder & Managing Director, Wave Money 
Wendy Robertson – Head of Marketing, Wave Money 
 

About Wave Money 
Wave Money is an independently owned, broker-exclusive non-bank lender built to deliver flexible, common-sense lending solutions for borrowers whose needs may not be met by traditional lenders. With a strong focus on broker partnerships, Wave Money provides direct access to credit decision-makers, scenario workshopping, and a relationship-led approach to lending. 
 

Connect with Wave Money 
www.wavemoney.com.au 
linkedin.com/company/wavemoneyaustralia/ 

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