Help My Wealth

Help My Wealth has the best solution for potential clients that brokers cannot help right now. Many brokers face the common problem of not being able to proceed with many potential clients due to high interest rates, low deposit amounts, and minimal education. The current system forces brokers to bid their clients farewell either out the door or by referral to an expensive, high-touch service that will inevitably lose the broker the lead.

Help My Wealth is a forward-thinking financial literacy program that offers Australians a path towards financial freedom and breaks down the steps to achieve their goals, such as purchasing a home or investment. Brokers can refer clients to Help My Wealth who aren’t quite ready, with the guarantee of them being redirected back to you, the broker. Refer these future clients, earn a referral fee and have your clients returned to you ready and able to take the next steps.

We offer brokers a 20% referral fee for every successful referral... that’s $475 per client referred.

Our three-pillar program focuses on what your clients need;

• Financial literacy to teach them the essentials of their finances.
• An eSmart Cashflow Manager tool to track and allocate their spending.
• Mentoring to stay accountable to their goals.