Spotlight: Claire Viskovich sets her sights on 2026

Claire Viskovich is preparing for the new year. 

As founder, director, and mortgage and finance broker at Beez Neez Finance, Viskovich has her hands full. 

But she's more than up for the task. 

In just two-and-a-half years, Viskovich has built the Perth-based brokerage into a thriving business, earning her multiple industry awards along the way.

For our latest edition of Australian Broker's Spotlight Series — where we shine a light on standout talent across Australia’s mortgage and finance broking sectors — we caught up with Viskovich once again to hear her thoughts on the market as we round out 2025, and what to expect from 2026. 

The following interview has been edited for grammar and clarity.

AB: What are some of your best strategies for working with clients and lenders? What are you doing differently than the competition? 

CV: My client strategies are as follows: I use quick responses and clear communication. I simplify lending concepts for clients. I build genuine rapport with my clients. I offer budgeting guidance and purchase planning for clients. And, I always walk clients through each stage of the process. 

When working with lenders, I develop strong BDM relationships. I seek exceptions when justified. I have clean, comprehensive broker notes. I match deals to lender niches. And, I always stay up to date through academy training. 

What I do differently than the competition is that I combine experience, client-first communication and the Purple Circle framework to solve problems, structure deals and guide clients confidently. 

AB: What are your thoughts on Australia’s loan and property markets as we finish 2025?

CV: Compared to 2024, market confidence increased in 2025. Also, first-time homebuyers came back in force, interest rate cuts lifted sentiment, investors were cautiously returning, construction activity stabilized, and refinancing activity increased. Overall, the market is healthier and momentum has been building.

AB: What's your outlook for 2026? How do you expect the market will shape up in the coming year? 

CV: I expect strong demand in Perth. That means moderate, steady price growth, competitive lending offers, greater uptake on government schemes and growth in construction loans. Brokers who focus on client education and service will thrive. 

AB: How do you navigate volatility in the market? And what advice do you have for clients and brokers?

CV: My approach is to stay across daily policy updates, leverage academy and education sessions for clarity, maintain strong BDM relationships, prepare clients for multiple rate and policy scenarios, and focus on long-term planning. 

My advice for clients is to control their budgets and savings. They can do that by starting to plan early, not waiting for the "perfect market," and treating property as a long-term investment. 

For brokers, my advice would be to attend the Purple Circle's Purple Pathways Academy. The mentoring program is a game changer. Purple Circle gave me the confidence, structure and knowledge to navigate challenging market conditions and help clients succeed.

Also, ask questions early and often, learn lender niches, outsource admin early to scale effectively and use structured calendars. It is also important to build rapport and communicate consistently. 

AB: What other trends are you seeing in the market at the moment? 

CV: There are a lot of parents assisting children with deposits. There are also more blended, or complex income situations. There has been an increased uptake of government schemes and grants. Clients are seeking more financial coaching alongside lending. There is also rising demand for construction loans. And more clients are prioritizing transparency and guidance from brokers.