After 13 years as a financial adviser, Anthony had seen the same issue play out over and over. Quality financial advice was becoming harder to access, and most everyday Australians were left to figure it out on their own. At the same time, his own experience as a small business owner showed him how difficult it was to get the right funding advice when you actually needed it. KODE was built to change that. Not just to write loans, but to help people understand money, make better decisions, and approach finance with more confidence.
That belief went beyond clients. After having his first child, Anthony became increasingly focused on financial literacy for the next generation. He even wrote children’s books to simplify money concepts, and saw firsthand the impact. One young reader went and opened a CommSec account to buy shares in Coles with her own savings. For Anthony, that’s what this is really about. Changing behavior, not just completing transactions. But turning that vision into a business wasn’t straightforward.
Two years in, growth had stalled. It was just Anthony and one offshore team member, with settlements sitting around 1 to 2 million per month. The challenge wasn’t effort. It was uncertainty. What to focus on, when to hire, and how to actually build something that could scale.
Rebuilding A Business
Anthony made a decision most brokers delay. He invested in Success & Broker before he felt ready, with the goal of
building the business properly from the ground up.
The biggest shift was moving from reactive to structured. Instead of trying to do everything at once, the focus became clear. Build the right things at the right time. He refined how KODE showed up to clients, creating a stronger proposition built on education and trust. He introduced clear activity targets so growth wasn’t left to chance. And most importantly, he backed himself to hire, creating capacity and removing the bottlenecks that were holding the business back.
With that came something he hadn’t had before. Confidence in the decisions he was making.
The biggest shift from working with Success & Broker was clarity.
Clear direction on what to prioritise, when to hire, and how to grow the business in a way that was both intentional and sustainable.
That clarity translated directly into results. We’ve grown from settling $1–2 million a month to consistently achieving $5–10 million plus, and more importantly, we’re now in a position to scale properly—with the right structure, people, and systems in place for long‑term growth.
I CHOSE THE RIGHT STRUCTURE OVER WAITING FOR PERFECT TIMING.
I joined before I felt I could afford it, but I knew I needed to build this the right way.
Over the next 18 to 24 months, the business transformed.
Monthly settlements grew from 1 to 2 million to consistently sitting between 5 and 10 million plus.
The next phase is about scale.
Building each division into its own team, hiring brokers to take ownership, and moving into a larger office to support growth.
The focus is now on expanding without losing what made KODE different in the first place. An education-first approach that helps clients make smarter decisions long term.
