Assured Financial Wellness
Owning an Assured Financial Wellness Centre is your opportunity to make your mark in the financial services industry. It’s an opportunity to demystify the process of financial services, and offer a transparent and educative approach.
We’re different from our competitors. Our goal is to empower our clients so they understand how to achieve financial well-being, and can make decisions with confidence. You will become a pillar of your community, helping others achieve their goals and offer services unmatched by others.
We are not just a home loans franchise,
we offer so much more.
After a long week at work, we all want to feel the possibility of the weekend. We want to imagine our future, experience the world, and take ownership of our lives. We want freedom, and most importantly, we want to ease the stress of our day to day life. Life is about balance. Assured Financial Wellness helps you find that balance, and above all, we stand by one commitment: provide people with the opportunity to grow, they will make great things happen.
Our mission is to establish Financial Wellness Centres around Australia. These centres will allow us to help those who seek guidance and advice so they can lead the life they want. To achieve this, you’ll engage clients with the core suite of services we offer at Assured.
Do you want to be part of what we’re doing? If you’re personable, great at connecting, have the expertise, and want to own your own business in a supported network – becoming an Assured Financial Wellness franchisee may be for you.
We don’t do it because we can.
We do it because we care.
Assured has gone from strength to strength. Going beyond your traditional mortgage broking services provider, Assured Financial Wellness is a multidisciplinary hub where lifestyle meets business planning. As an Assured franchisee, you’ll be part of an interconnected network that has a platform to engage clients. The dedicated services you will offer as part of your Assured Financial Wellness Centre include:
- Home Loan Brokerage
- Financial Planning
Built on four simple values, Assured Financial Wellness is committed to providing service standards, choice, education, and integrity.
We offer personal and straightforward solutions catered to our clients individual needs. We care about the outcome and keep them informed every step of the way by creating relationships to give them the best service.
We’ve created strong relationships with our aggregator, and as a result, have access to over 1450 loan products and specialist financial knowledge. Presenting you with the big picture will give you the freedom and flexibility you need to live the life you want.
Being informed saves you money. Experienced finance consultants share their knowledge, and give our clients tools to take ownership of their life. We make money make sense.
We’ve been helping Australians for over 28 years. Assured has built a reputation for accessible financial advice that puts the client first.
Swipe left/right over team member photos to see more.
Chief Executive Officer
Gary Williams has been helping South Australians save money for over 25 years. After entering the Finance and Investment Industry in 1987 as the State Manager of Yorke Financial Services, Gary saw an opportunity and launched out on his own. This was the beginning of Assured Finance (Aust.) in 1988, which eventually led him to begin Assured Home Loans in 1994.
In 1994 with the demand for home loan brokers becoming evident, Gary shifted the company’s focus to specialise in home loans only. He also invited other Shareholders into the company to build on its strength and expertise, which birthed the now well-known SA company and brand, Assured Home Loans Pty Ltd.
Over the past 28 years, Gary has been the spokesperson and face of Assured. As a qualified Land Agent and member of theProperty Investment Professionals of Australia, Gary has been instrumental in building Assured into a household name. For this reason, Gary is the key to taking the company to another level with a national expansion program.
Qualifications: Diploma of Property Services (Agent Management) CPP50307
Chief Operating Officer
Angela has been part of the Assured Group since 1992. She is a co-founding shareholder of Assured Financial Wellness, Assured Financial Solutions, and Assured Property Group. Angela has over 24 years experience with Assured, which has allowed her to be involved in all facets of the business. She possesses a wealth of knowledge in all things finance and property investment.
Angela joined the Retail Department in 1998. It was in this role that she established a sound lending knowledge and a real understanding of the needs of Assured clients. Recognising the need to become an integrated service provider, Angela developed Assured’s Mortgage Origination Department and remained as Credit Manager for over 3 years. This department allowed Assured to offer its own products to clients.
With the company rapidly gaining momentum, Angela was appointed as General Manager in 2002.She ensured the ‘heart’ of the CEO was followed and the overall operations of the company ran smoothly. After 8 years as General Manager, an opportunity arose for Angela to embrace a creative change and capitalise on her passion for web marketing and development. She adopted the role of Director of Online Marketing.
Now the Chief Operating Officer of the Assured Group of Companies, Angela is intimately involved in all aspects of the business, particularly growth areas. Angela is also an experienced property investor, fully qualified real estate agent, and a QPIA® (Qualified property Investment Advisor) with the Property Investment Professionals of Australia.
Qualifications: Diploma of Property Services (Agency Management) CPP50307 & Qualified Property Investment Advisor QPIA®
Chief Financial Officer
Jacquie joined Assured Home Loans Pty Ltd in 1997 in the administration and financial areas of the business. She is also a co-founding shareholder of Assured Financial Solutions, Assured Property Group, and Assured Financial Wellness Pty Ltd.
Jacquie’s natural talent for accounting and budgeting makes her an invaluable member of the team, as she works in close collaboration with Gary and Angela to ensure the business practices are kept at the optimal performance so that Assured’s clients receive the very best experience.
Jacquie is responsible for overseeing the company’s financial activities and operations. This includes helping the business address short-term needs and day-to-day analysis, in addition to long-term ones, such as assessing financial risks and opportunities. Jacquie’s role of CFO is to keep the company on solid footing moving forward. Jacquie has developed a passion for educating and helping people protect their most valuable asset; themselves and their income.
Qualifications: Bachelor of Accounting (UniSA), Associate member of CPA #10117631, Registered BAS Agent #253659676, Bachelor of Arts (Liberal Studies) (UniSA)
Tara has been with Assured Home Loans Pty Ltd since 2007. She joined as a member of the Customer Service Team, assisting with the management of mortgage clients. Her passion and dedication shone through, and she quickly became Team Leader of the Customer Service Team.
In 2010 Tara moved to the Credit Team and built on her knowledge of lending and the front end of client experience. During this period Tara sought to up-skill, and completed a Diploma in Finance and Mortgage Broking. Tara’s skill and understanding of the business saw her move into supporting the General Manager until 2013 when she was appointed Operations manager of Assured.
Tara is a senior member of the team and intimately involved in developing the franchise system. As the Responsible Manager on the Australian Credit Licence for Assured Home Loans, Tara’s involvement in Assured Financial Wellness will focus on compliance.
Qualifications: Diploma of Finance & Mortgage Broking Management
Head of Assured Property Group
Dino has a wealth of experience and knowledge in overseeing and building a business in a highly compliant environment. Prior to joining Assured, Dino was the CEO and Approved Provider of both North Adelaide and Woodville Nursing Homes Pty Ltd between 2001 and 2015, assisting senior South Australians and their families transition to residential care.
In 2016 Dino joined the Assured group as a home loan broker with Assured Home Loans. His passion and belief in the company quickly developed and he soon sought the opportunity to become involved as a shareholder of the group. Dino is a member of the Australian Institute of Company Directors and currently sits on the Azzurri Club Limited Board.
Dino is a member of the management board and is using his knowledge in property investments in his role as Head of Property Investment.
Qualifications: Bachelor of Arts (Psych): Nominals (B.A. Psych) from Flinders University (SA), Graduate Certificate Counselling Skills: Nominals (G.S.S) Australian College of Applied Psychology (NSW), Diploma of Finance Management & Mortgage Broking: Nominals (Dip F.M.B.M) AAMC, Member of Australian Institute of Company Directors: Nominals (M.A.I.C.D.)
From Strength to Strength
Winner of the coveted Australian Finance Group’s Champion Business of the Year award six years in a row, Assured Financial Wellness is an evolution from Assured Home Loans.
Financial Wellness Centre
The Assured Financial Wellness Centre is a licensed entity that offers advice with lending, financial advice, property and wealth creation.
Am I a good fit?
Your passion and enthusiasm for what you do must shine through every interaction.
From a colleague to a client, your drive will enable you to create relationships built on honesty and integrity. We’re looking for people with charisma and an entrepreneurial spirit that says anything’s possible. Candidates must have a desire to help people, and be committed to growing our presence. We want you to help us carry the Assured legacy across Australia.
We’re ideally looking for people aged 40+ that have a net worth of at least $500, 000. You will have a minimum of 4 years experience in mortgage broking or be a professional service provider with an existing client base and possess the qualifications to match. You’ll be credible in your field, and also carry the appropriate state license for previous work. You must be a permanent resident of Australia, fluent in the English language and have a clear criminal record.
You will possess
The ambition to develop and grow a business.
The drive to maximise business potential.
The ability to mentor and lead your team of professional service providers.
The passion to help others achieve financial wellness.
Beyond providing professional and supportive client service, we want people who have a desire to educate the wider community. We want a person that’s prepared to lead thinking in their field, and can passionately share their expertise with others in a way that resonates with their situation.
Enter to details below to register for an Assured Financial Wellness franchise.