Here are some common conversation starters leading to problems accountants often need to solve.

1. “I’m thinking of starting a business”
2. “My business in running tight for cashflow. Is there somewhere I can borrow some?”
3. “I want to expand the business but I need some money to do it”
4. “I can’t keep up with the credit card debt – it’s killing me.”
5. “There’s no way I can pay this tax debt”
6. “I’m getting a divorce”
7. “How can I reduce my tax payments”
8. “How do you think I should use my tax refund”
9. “I’m thinking of investing”
10. “I’ve got all this super just sitting there”
11. “I think I’m paying way to much interest”

Find out the issues you need to know about solving these problems with a mortgage and how to raise mortgages as a possible solution without breaking compliance rules.

Find out more by reading the free “Accountant’s Guide to Solving Common Client Problems With Mortgages” from Patrick Docherty, Founder of Custom Financial & Home Loan Soutions. Complete the form and we will email it to you immediately. You can’t afford not to get this information before your client starts applying for a home loan.