A Melbourne-based broking and financial planning group is celebrating 10 years in the broker market.
RateOne was established in 2009 with a vision to build a “fully-fledged finance business that provided great services and [an] environment for mortgage brokers to succeed.”
A decade on, the firm says it has only strengthened its position.
Since joining Choice Aggregation Services in 2012, RateOne’s team has grown to over 60 staff and is settling in excess of $500m annually, with a total loan book of $2.02bn.
Co-founders Adam Nelson, Martin Fedmowski and Ted Ongarezos said RateOne’s support model hits a “sweet spot” in providing brokers with the tools they need to take their business to the next level of growth.
“Over the past ten years we have shaped our business to be a one-stop support shop for brokers providing services such as loan processing and back office management, marketing and referral opportunities,” said Nelson.
“More importantly, we have spent time on building and facilitating the right culture and a peer-to-peer support model where we all share our experiences and learnings via structured sessions.”
Fedmowski added that the RateOne team is constantly providing end-to-end financial services support to help customers with their “broader financial needs.”
“Through these specialised services we empower brokers to diversify their revenue streams and build deeper, long-term client relationships,” he said.
