Be a part of the Financial Literacy Revolution
Contribute to changing the relationship to financial literacy in this country
(1 in 3 Australians are financially illiterate and cannot define basic financial concepts, including what is an interest rate)
Save yourself valuable hours whilst also
making positive changes to the way Australians understand their money.
This course provides Clients with the basic financial knowledge needed to answer your questions, and know how to provide and understand what and why you are asking for particular information. They’ll also have completed their own living expenses analysis before the loan process begins, saving you hours on client assessment.
Saved time
Your upfront hours per client are massively reduced, improving your profitability per client
Utilise this course to generate not only qualified clients, but clients you know are invested in this process. Have quality conversations and know your time is valued and will generate you a return on your investment, in a shorter timeframe.
Provided Resources
Our course provides downloadable worksheets to help your clients learn how to manage and track their financial expenses- these can then be used in your Needs Analysis.
Valuable Knowledge
You’ve provided them with access (at their cost and buy in) to tangible, authentic and valuable content.
It helps you build relationships and keep the client long term whilst you are earning a generous 20% commission on each sale.
Why use this course
Are you spending to much time educating your clients on basic money principles?
Lack of knowledge
Many clients don't know what they want, or are trying to achieve; OR have no borrowing capacity and/or know what they need to do to have one. They don’t know how to get to where they want to be money wise.
No understanding
Clients have a lack of understanding for the depth of work in preparing for a loan application. They often have little to no idea what their financial position is, or what their living costs are and how best to work this out.
Wasted hours
Many hours are spent training clients and requesting them to provide the correct information the first time. Often information is incorrect or out of date.
When to offer
Our course suits everyone, from on-boarding your new clients, to your regulars who simply want to understand their finances better in order to invest. This course is particularly good for first home buyers or those with limited financial knowledge, or struggling to meet their financial obligations (without realising why), and for those looking to buy property but not quite ready that may have a long lead time.
What the course includes
Access to 3-4 valuable online video modules
Your clients will get access to our easy to follow online video modules on cash flow, budgeting, gap tracker and tax which they can do in their own time and at their own pace!
10-14 Downloadable activity worksheets to put their learning into practice and to help them develop strategies
Our worksheets are designed to help them understand the content and develop their very own budget and money goals!
8-11 Quizzes and surveys to test their knowledge and reflect on their progress
Put their learning to the test with quiz questions at the end of each module to reinforce what they have learnt!
Access to an exclusive Facebook community for extra support on their financial journey
Connects your clients with people who are just like them, sharing tips and tricks on how they are taking back control of their finances while keeping each other accountable well after the course is finished!
How to Get Started
Sign Up.
Sign up below to become a part of the Financial Literacy Revolution. Upon signing up you will be provided with your unique coupon and URL.
Embed.
Embed our course as a button link on your website or simply offer your unique coupon to you clients by your existing marketing channels.
Promote & Earn.
Start providing to your clients today and earn your commissions monthly with no out of pocket costs of your own!
For help embedding this course into your website or if you are requiring a new website or landing page, we have partnered with Scott Beattie from Cube Web Services. Click here for more information on how Cube Web Services could help you.
Lets go!
Non Solicitation Agreement
Sign Up Today
As a business owner of nearly 20 years, Sarah is acutely aware of the hard work that has gone into building your client base. We provide a Non- Solicitation Agreement to protect you (we have no interest in your clients!). Check out our sample agreement below and if you are happy to proceed sign up today.
What Brokers are saying
“What we saw with Sarah’s program and the opportunity to co-brand, was not only a way for us to further diversify our business, but a way for clients who aren’t ready to purchase, engage in a program that will enable them to start a pathway that will almost guarantee the client returns to us when their circumstances change and they are ready to purchase.”
— Scott Beattie, Cube Home Loans.
“For compliance, we spend an enormous amount of time analysing bank statements and explaining [to clients] actual vs estimated spending, which massively slows down the process of an application. Some lenders require bank statements matched to disclosed living expenses, or the application may get declined! By integrating Sarah’s course into our onboarding process, we’ve noticed clients have greater understanding of the process, and are more comfortable with questions on their spending habits as they now know the answers, feel it’s less intrusive and may have already changed to positive spending behaviour. They are now onboard the journey rather than fighting us in answering all our required questions”
— Paul Kusli, Kudos Money
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