March 2026 Success & Broker Update

A Big Month for the S&B Community, Here's the Wrap

Some months you put your head down and execute.

March was one of those months, but with a lot more air miles than usual.

At Success & Broker, mortgage broker coaching across Australia and New Zealand sits at the heart of everything we do. And last month, that showed up in a big way.

Between heading to New Zealand, launching something our broker clients have been loving, releasing a fully rebuilt Broker Journal, and showing up in rooms that matter, it's been a full one across the Success & Broker community.

Here's a look at what's been happening, what we've launched, and what's coming next.

Across the Tasman - NZ Mortgage Awards and the S&A Community

Ruan and Ryan spent time on the ground in New Zealand last month, presenting at the LFG NZ PD Day, attending the Finsure PD Day, connecting with clients face to face, and finishing the trip at the NZ Mortgage Awards.

The Success & Adviser community in New Zealand continues to grow. Getting over there to spend real time with our advisers, hear what's working, and celebrate their wins is something we don't take lightly.

The standout moment of the trip? One of our very first NZ clients - Cole Murray - took out Brokerage of the Year (Diversification) on the night.

Proud doesn't quite cover it. This is what the community is about.

The $20,000 Home Loan Repayment Competition Is Back

We ran the $20,000 Home Loan Repayment Holiday competition for the first time last year, and the response from our broker clients and their customers was incredible.

So this year, we're running it twice.

The competition gives our broker clients a powerful way to reward their existing customers and generate quality referrals at the same time.

New loan clients receive one entry. Existing clients who refer receive three.

The feedback has been everything we hoped for, and then some. It's become one of the most effective tools our brokers are using to drive engagement and referrals right now.

The Broker Journal: Rebuilt From the Ground Up

Over the past 12 months, we rebuilt the Broker Journal completely.

Working alongside behavioural and neuroscience specialists, the focus was simple: execution.

Because most brokers don't need more information. They need structure they'll actually follow.

The revamped Broker Journal gives brokers 54 weeks of direction. Not theory, not motivation, but practical action built around the habits and behaviours of high performing mortgage brokers.

Whether you're early-stage and building the right habits from day one, established but inconsistent month to month, or growing and feeling the operational pressure, the Journal is built for you.

We ran a live walkthrough webinar with Ryan Devillers in February and the response was overwhelming. The early feedback on the revamped Journal has been everything we hoped for.

Missed the webinar? You can rewatch it here:

Ruan on the Bluestone Broker Hub Podcast

Ruan joined Tony MacRae on the Bluestone Broker Hub podcast for Episode 4 of It's a Broker Thing, and it's a good one.

The conversation covers how brokers can build a powerful brokerage without big budgets, cut through the noise, and stay relevant in a crowded market.

Three words that sum it up:

Complicated. Simple. Compelling.

Make the complex simple. Then make it so compelling that clients keep coming back.

You can listen to the full episode here: It's a Broker Thing Podcast or watch the episode:

Progress Over Perfection

One thing we've been sharing with our community throughout March:

Process is where you end, not where you start.

You start with structure that gives clarity. You end with process that gives confidence.

And the whole time, you keep moving the needle.

We've worked with over 40 companies through Success & Broker. We've never chased perfection once, and we never will.

Progress has always been the goal. It always will be.

Something's Coming: See You in New Zealand 🇳🇿

Every year we take our community somewhere worth going.

Three days. Learning, PD, good food, and even better company.

This year, we're heading to New Zealand.

If you've been part of a previous S&B community getaway, you already know what to expect. If you haven't, this is your year.

More details coming soon. Start clearing your calendars.

Ready to Explore Mortgage Broker Coaching in Australia?

If you're a mortgage broker or brokerage owner looking for coaching that's grounded in real-world experience, not theory, we'd love to connect.

From broker coaching programs and the Broker Journal to our growing mortgage broker community across Australia and New Zealand, Success & Broker is built around one thing: broker business growth that actually lasts.

Get in touch with the team

Onwards and upwards.

    
 
 
       Posted on Google  
   
   Ian Winn 
 24 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Anisa Buckley 
 14 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Bree Rivers 
 14 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Your favourite Bald & Bespectacled broker 
 6 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Christopher Dodson 
 6 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. Thanks Ruan for your insight and warm approach
  
 
      Posted on Google  
   
   Achani Kodippili 
 4 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. That was an amazing journey with Success & Broker. Excellent guidance is simply practical. Thank you team for the opportunity.
  
 
      Posted on Google  
   
   Sara Shome 
 1 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Jonathon Rhydderch 
 22 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Alex Ritchie 
 8 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Lachlan McKean 
 6 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.

serious about

growth?

scaling?

learning?

succession?

recruiting?

lead flow?

process?

brand?

socials?

Curious? Let's talk

Ian Winn

24 September 2026

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.

Anisa Buckley

14 September 2026

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.

Bree Rivers

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.

Your favourite Bald & Bespectacled broker

6 August 2026

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.

Christopher Dodson

Thanks Ruan for your insight and warm approach

Achani Kodippili

4 August 2026

That was an amazing journey with Success & Broker. Excellent guidance is simply practical. Thank you team for the opportunity.

Sara Shome

1 August 2026

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.

Jonathon Rhydderch

22 July 2026

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.

Alex Ritchie

8 July 2026

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.

Lachlan McKean

6 July 2026

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.