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00:00 Some of our clients come to us after being told no elsewhere, and often the answer isn't that their goals aren't possible, it's just that the right strategy hasn't been identified yet. >> Hello and welcome to Australian Broker TV. I'm Kylie Speer and joining me today is Puk Gill, finance strategist at Infinity Group Australia. Puk has been named as a winner of Australian Broker's five-star broker for 2026. Welcome to you, Puk, and thank you so much for joining us today.

00:30 >> Hi Kylie, thank you so much for having me today. Thank you. >> Well, firstly, Puk, congratulations on being named a five-star broker for 2026. What does this client-driven recognition mean to you and your team, and how does it reflect the relationships you have built with your clients? >> Thank you. Um so, being named a five-star broker is incredibly rewarding because it's recognition that comes directly from our clients. For our team, it's not just about helping someone

00:59 secure a loan, it's about building long-term relationships and being there for our clients through some of their biggest financial decisions. Many of our clients come back to us for their next property purchase or refer their friends and family, and that's something we're really proud of. This recognition reflects the trust we've built over time and the commitment our team has to delivering genuine and clients-first service every day. >> With a background spanning real estate

01:23 sales, financial strategy, and accounting and financial planning, how have these experiences shaped the client-first approach that earns you recognition in this year's five-star brokers initiative? >> Thank you. Having worked across different areas of the property and finance industry has given me a broader perspective on what our clients are trying to achieve. Real estate has taught me the emotional side of property, whilst accounting and financial planning financial strategy has helped me understand the bigger

01:51 financial picture behind every single decision. Now, I just don't look at a loan application. We look at how lending fits into a client's overall goals, whether that's building wealth, reducing debt, or creating more financial freedom. That holistic approach helps us provide advice that's tailored, practical, and focused on what's best for the client in the long term. >> Pooh, many of your clients come to you with serviceability challenges, complex loan structures, or refinancing

02:18 obstacles. Can you share how your problem-solving approach helps turn difficult situations into positive outcomes for clients? >> Yes, sir. Every client situation is different. I've learned that the key is taking the time to understand the full story before looking for solutions. Some of our clients come to us after being told no elsewhere. And often the answer isn't that their goals aren't possible, it's just that the right strategy hasn't been identified yet. We look at the entire picture, including

02:47 income structures, debt positions, future goals, and lender policies to find the best path forward. Seeing a client move from feeling overwhelmed or stuck to achieving an outcome they didn't think was possible is one of the most rewarding parts of what we do. >> As someone who serves a diverse client base and speaks English, Hindi, and Punjabi, how has cultural understanding helped you build trust and deliver the high level of service that clients consistently recognize and value? >> Being able to communicate in English,

03:19 Hindi, and Punjabi has allowed me to connect with clients on a deeper level and make what can often be a complex process feel a bit more comfortable and accessible. Beyond language, it's about understanding different cultural perspectives around family, property ownership, and decision-making. When clients feel understood, they're more comfortable seeking questions and sharing concerns, which leads to better outcomes. Trust is the foundation of every client relationship, and being able to bridge

03:44 language and cultural barriers has helped us create stronger connections and deliver a more personalized experience. >> And finally, Pooh, looking ahead, how do you plan to continue raising the standard of client service and helping more Australians achieve financial freedom in an increasingly complex lending environment? >> So, the lending landscape continues to evolve. So, staying educated and adapting is more important than ever. Our focus will always be on combining expert advice with genuine care for our

04:15 clients' long-term success. We'll continue investing in technology to improve our client experience while maintaining the personal advice that people value. We also want to keep educating our clients so they can make informed financial decisions with confidence. Ultimately, our goal is to help more Australians navigate complexity, build wealth, and create greater financial freedom for themselves and their families. >> Fantastic. Well, thank you so much for your time today, and congratulations to

04:42 you once again. >> Thank you so much, Kylie. Thank you so much for your time, as well. We really appreciate it. >> And thank you, of course, to our viewers for watching the latest episode of Australian Broker TV. We look forward to seeing you again soon.