Case Study

Built to Sell from Day One: Danny Trajcevski and the First Two Years of Traj Finance

Launching a Scalable Brokerage from Scratch

Danny Trajcevski spent 11 years in banking, eight of them in premier and private banking, and reached a senior role with nowhere further to go. Along the way he built a 31-property portfolio of his own by using multiple lenders. That was the aha moment: with access to more lenders, he could help far more people build substantial wealth.

He launched Traj Finance as a relationship-based brokerage for investors scaling multi-property portfolios, built on complex lending and a high-net-worth network that followed him out of the bank.

From day one the vision was a business built to sell within five years, and one that could run without him.

challenges

Building Legacy, Not Ego.

“For me, it’s never been about me. It’s always been about building a business and building that well-oiled machine.”

Danny was starting from zero. One or two months in, he had no staff and hadn’t even funded his first deal. He was an expert banker and investor and, in his own words, a novice business person. He was alone with a million decisions, and he did not plan to hire anyone for a year or two.

the game-changer

Working with Success & Broker

Danny was referred to Success & Broker by his aggregator, Finsure, and met S&B’s lead coach, Ruan, in the first or second month of the business. He signed up after one session. Ruan had built and exited businesses before, and looked at a brokerage the way Danny looked at property: as an asset to build.

“I need someone to help me navigate this so I can make less errors as I grow, and I need to be making the right decisions at the right times.”

The first test came early. S&B told Danny he needed to hire. He had barely started and resisted for two months, until the volume S&B had seen coming arrived and he could no longer manage it alone. He made his first hire around three months in, and says there is no way he would have done it without S&B.

“He’s knowing what’s happening before it happens to me.”

S&B was also honest about pace.

The business could be built very fast, but that would ask more of Danny, and it had to be done the right way, without creating holes.

Together they worked through the projects that mattered: a personal brand built on consistent social and LinkedIn activity with minimal ad spend, recruitment, and ongoing process improvement, including embedding AI in the business.

One principle has stayed with Danny throughout: effectiveness over efficiency. Better hires and better client conversations come first.

Danny recalls:

EFFECTIVENESS FIRST. EFFICIENCY FOLLOWS.

Efficiency comes, but effectiveness is key. That’s stuck with me from the start with everything I’ve done.

results

Accelerating Growth. Exceeding Every Expectation.
  • $16 million in settlements in a single month, around month four.
  • Around $10 million in monthly submissions, now the pace the business aims to hold, with a goal of $100 million in settlements for the year.
  • Turning the corner on profitability for the first time, while still investing in growth.
KEY BUSINESS WINS:
  • From a solo start to a team of four in less than two years.
  • First hire made around three months in, well ahead of Danny’s own plan to wait a year or two.
  • Two acquisitions in the last six months, along with new partnerships secured.
  • Team set to grow from four to around eight over the next 12 months, with less month-to-month volatility.
LESSONS & TAKEAWAYS:
  • Building a business the right way often takes longer than planned. While setting ambitious timelines is important, sustainable growth requires patience, adaptability, and a willingness to extend your vision for long-term success.
  • Danny came in wanting to exit in five years. He now thinks ten is more likely, and sees that as a realisation of what building a business properly takes.

final thoughts

Growing with purpose, evolving with ambition and leaving behind a foundation others can be proud to inherit.

Within two or three years he expects to have four or five brokers, to be doing minimal broking himself and to be running the business as general manager, moving from there to CEO and eventually to silent owner or a sale.

The longer horizon also reflects how much more he wants to build. Traj Finance plans to add an asset finance arm, and Danny intends to get his real estate licence and build out a buyer’s advocacy service. He is not forcing the timeline.

The aim is to grow organically and step back slowly and well.

“I want to leave something where I’m really proud of the work that I’ve put in, and whoever takes it over has got something amazing to work with.”

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Ian Winn profile picture
Ian Winn
24 September 2026
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Ruan has been my mortgage broking coach for 6 months. Having owned a very successful mortgage broking business and now a coach of many businesses he has unparalleled experience to share with his clients. He does this in a very clear and consultative manner. He is always looking for improvements and innovation for clients to implement in their businesses. He has a big picture approach which really helps you get out of the weeds when analysing your business. He has helped me grow my business and provide clarity to achieve my goals. Thanks for your support.
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Anisa Buckley
14 September 2026
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I have learnt so much from Ruan and the team at Success & Broker. Ruan's practical advice to me as a new broker has been incredibly helpful and I have incorporated many of his strategies and approaches into my own business.
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Bree Rivers profile picture
Bree Rivers
14 September 2026
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Working with Ruan has been great. He genuinely cares about your success and provides honest practical advice from his own experience that can be applied to get real results. I highly recommend Ruan to any broker wanting to grow.
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Your favourite Bald & Bespectacled broker
6 August 2026
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Great weekly 50min session with Ruan himself, done online over Zoom with other brokers. Intimate session of around a dozen people, including Ruan and the host. If you're a new broker and have under three or four years of experience, and wish to get an insight into Ruan's mind + pick up tips and tricks, it's a very good six month-long training program. Even if you're a more seasoned broker like myself (nine years in December 2026), it's worth an education session - I have a few pages of notes and thoughts. Give it a go, brokers.
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Christopher Dodson
6 August 2026
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Thanks Ruan for your insight and warm approach
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Achani Kodippili
4 August 2026
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That was an amazing journey with Success & Broker. Excellent guidance is simply practical. Thank you team for the opportunity.
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Sara Shome
1 August 2026
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I’ve really enjoyed being part of Ruan’s Grow Broker Program. As a broker with an over 5 years of experience, it is easy to reach a point where you feel like you’re doing well but not really moving forward. This program challenged me to rethink almost everything I thought I knew about broking, relationships, branding and what it really takes to build a sustainable career. Ruan has an incredible ability to make you look at your business and thinking from a completely different perspective while providing genuine support and practical strategies that you can implement immediately and easily. It is not about quick wins or generic coaching. It is about building the right foundations and becoming a better broker and business owner. The confidence and clarity I gained through the program played a crucial role in my decision to move into a BDM role. It helped me recognise where my strengths truly lie and gave me the self confidence to take that next step. I would highly recommend Success and Broker to anyone who feels they have reached a plateau or wants to take their career to the next level. It has been one of the best self investments I have made.
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Jonathon Rhydderch
22 July 2026
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The Success & Broker course has been fantastic. As a new broker, you learn a lot about the technical side early on: compliance, lending policy, structuring deals. But what nobody really teaches you is how to build a sustainable business around all that. Ruan's program fills exactly that gap, giving you so many practical, actionable ways to grow: daily habits and consistency, marketing that actually works for a brokerage, operations and systems that scale, and how to genuinely deliver a great client experience rather than just process loans. What I liked most is that it's not generic coaching. It's built specifically around where you are as a broker, whether that's establishing strong foundations early on or working toward running a proper business with leverage and a team behind you. The 'Broker Journal' kept me on track throughout the course and is a great reference point when i need to work on my business. It is like a blueprint for success. All of it is delivered in a refreshingly warm, positive, and genuinely invested way. You can tell they actually care about your outcomes, not just ticking a coaching box. Big thanks to Ruan, and to Ryan too. Highly recommend to any broker serious about building a real business, not just writing loans.
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Alex Ritchie
8 July 2026
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Ruan and the Success & Broker team have been really helpful in getting us to think about how we operate, how we build out or team, and where we want to go. Ruan is super knowledgeable, having spent many years as a broker running multiple firms. He asks the right questions and challenges your thinking.
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Lachlan McKean
6 July 2026
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I've worked with Ruan at Success & Broker for the last 12 months~ and it's been great. Always makes time to discuss what's going on and the advice is invaluable. If you're a broker thinking of using Ruan's services, it's definitely worth jumping on board.
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