Strategy Series

The Diversification Defence

Building a recession-proof brokerage by balancing your book.

1. The Cyclic Hedge

Residential and Commercial markets often de-couple. Visualize how adjusting your book split stabilizes revenue.

Resi
100%
/
Comm
0%

At 100% Residential, your revenue is fully exposed to consumer confidence and housing clearance rates.
Residential Cycle Commercial Cycle

2. The "Easy Win" Revenue

Asset Finance (Vehicle & Equipment) is high-velocity and low-touch. Unlike a 6-week mortgage, these are 24-48 hour turnarounds.

1

Update Your Fact Find

"Do you intend to purchase a vehicle or upgrade equipment in the next 12 months?"

2

The "Green" Angle

Leverage expanded "Green Equipment" categories from majors like NAB as a conversation starter.

Opportunity Calculator

Conversion
20%
Avg Comm.
$800
Potential Annual Revenue
$16,000

3. Commercial Property via SMSF

Buying premises through a Self-Managed Super Fund is a tax-efficient wealth strategy. It requires a specific referral ecosystem to execute.

The Central Coordinator

Your role is to connect the strategy to the funding. Major banks often avoid this niche, so specialist knowledge is your competitive advantage.

Pro Tip: Look to lenders like Liberty and La Trobe Financial who specialize here.

Ready to diversify?

Don't wait for the residential market to cool. Start building your defence today.