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After 13 years in financial services, the two things that give Alan the most satisfaction are helping other brokers to grow their business and seeing glowing testimonials come through from clients and referrers.
Alan’s previous role as Director/ Operations Manager with a mortgage management company means he has extensive experience and advice to share with brokers and clients alike.
“The most important thing a broker can do is to find great referrers and keep them. Never stop visiting referrers, even when you’re busy processing loans. The other critical thing is to never say ‘no’ to a client until you’ve exhausted all the lending options.
That’s what I love about Nectar. With access to 30 lenders and a unique referral structure, there are huge opportunities for our brokers to build their businesses”, says Alan.
One other piece of advice Alan lives by is to make sure you have a good work/life balance. As a dedicated family man with five kids, he’s into family barbecues, escaping for weekends away, music, sports and justice.
Alan Grewal holds an Australian Credit Licence through Australian Real Estate Finance Mortgage Management Pty Ltd (Australian Credit Licence Number 390057)