Financial Planners
Financial Planners
Your clients trust you to manage their wealth.
Brokify enhances that trust by delivering lending solutions that support—not disrupt—their financial plan. From SMSF investments to family home upgrades, our brokers structure finance with your long-term strategies in mind.
We consult with planners to ensure that debt decisions are balanced with retirement goals, tax positions, and lifestyle needs. With Brokify, you're not just referring a loan—you’re protecting your plan.
Benefits of Working with Brokify:
SMSF and investment lending aligned with financial plans
Deep understanding of wealth strategy, not just borrowing
White-label and co-branded service options
Ongoing collaboration, not one-time referrals
Together, we build not just property portfolios, but financial legacies.
Together, we build not just property portfolios, but financial legacies.
COMPANY
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BROKER HUB
PARTNER HUB
COLTO 2 Trust trading as BROKIFY PTY LTD & Shaun Lee are authorised representatives of Finsure Finance and Insurance Pty Ltd
ABN 72 068 153 926 under Australian Credit Licence Number 384704. | Australian Credit Representative Numbers for 568014 & 568015
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