Make Money
Make Sense

Assured Financial Wellness

Make Money
Make Sense

Assured Financial Wellness

Assured Financial Wellness Franchise

ABOUT

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
  • Property

Our Values

Built on four simple values, Assured Financial Wellness is committed to providing service standards, choice, education, and integrity.

Assured Financial Wellness Franchise Values

Service Standards

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.

Assured Financial Wellness Franchise Values

Choice

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.

Assured Financial Wellness Franchise Values

Education

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.

Assured Financial Wellness Franchise Values

Integrity

We’ve been helping Australians for over 28 years. Assured has built a reputation for accessible financial advice that puts the client first.

THE TEAM

Swipe left/right over team member photos to see more.

Assured Financial Wellness Franchise Benefits

From Strength to Strength

Winner of the coveted Australian Finance Group’s Champion Business of the Year award five years in a row, Assured Financial Wellness is an evolution from Assured Home Loans.

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Assured Financial Wellness Franchise Benefits

Spread the Word

To give franchisees an advantage with their local area marketing efforts, Assured Financial Wellness has developed a Local Area Marketing Kit.

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Assured Financial Wellness Franchise Benefits

Financial Wellness Centre

The Assured Financial Wellness Centre is a licensed entity that offers advice with lending, financial advice, property and wealth creation.

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Assured Financial Wellness Franchise Benefits

We’re in this together

At Assured Financial Wellness, we believe in giving you the tools to feel confident and be independent in running your own centre.

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Assured Financial Wellness Franchise Benefits

Assured Academy

The most important factor in growing a mortgage business is to employ a successful recruiting program.

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Assured Financial Wellness Franchise Benefits

An Industry on the Rise

Typically financial planning, investment advice, and home loan brokerage services are dealt with by separate service providers.

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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 2 years experience in mortgage broking, 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

Assured Financial Wellness Franchise

The ambition to develop and grow a business.

Assured Financial Wellness Franchise

The drive to maximise business potential.

Assured Financial Wellness Franchise

The ability to mentor others to become successful brokers.

Assured Financial Wellness Franchise

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.

Apply

Enter to details below to register for an Assured Financial Wellness franchise.

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