Tailored Coaching for Your Mortgage Business Goals.
We’re Committed to Guiding You Every Step of the Way.
Meet Our Coaches
Ruan Burger, Denise Roach, Steve Sharp & Natalie Howells
If you haven’t met Ruan Burger before there are three things he is known for.
- PASSION
- TRANSPARENCY
- COMMITMENT
Ruan is a results-oriented professional known for his straightforward approach and laser focus on achieving tangible outcomes. With an unwavering commitment to excellence, he leaves no room for half-measures. Ruan’s dedication extends beyond his professional life, earning him the title of MVP in the eyes of his family. When you seek a trusted ally to have ‘on your side,’ Ruan is the unwavering choice. Rest assured, he’s here to support and guide you every step of the way.
Programs Ruan can assist with:
- State of Play.
- Pathway to Broker Growth.
- Proventus Program.
- REACHLX Program.
- Bootcamps.
Tap into decades of industry experience and leadership.
Denise Roach, our Success and Broker Engagement Visionary, brings over 20 years of experience from CBA, garnished with three national awards (Sales Support, Business Administration, Teamwork) and multiple state accolades.
Denise assists new and existing clients with process mapping, process wastage, SOPs (standard operating procedures), training and development.
Programs Denise can assist with:
- REACHLX Program.
- Bootcamps.
In a world where the true asset of a business is often misunderstood, Steve Sharp stands out as a visionary leader who knows that the heart of excellence lies not just in the people but in the collective mindset, habits, and behaviors that propel a business forward.
With a repertoire of facilitating more than 300 leadership development and high-performance culture masterclasses, Steve’s career spans over two decades of leading and inspiring large teams.
Steve Sharp isn’t just a coach; he’s a transformational figure, guiding leaders and teams to unlock their full potential by nurturing environments where discretionary effort is not just hoped for but realised.
Programs Steve can assist with:
- REACHLX Program.
- Bootcamps.
“I’m not telling you it’s going to be easy – I am telling you it’s going to be worth it.”
Natalie Howells is dedicated to the professional development of brokers, offering unparalleled insights into the essentials of brokering, client satisfaction, and approval processes. She excels in creating a supportive environment where brokers can build confidence, enhance their expertise, and optimise their operations. Through her guidance, brokers learn to navigate the complexities of the industry, improve their client engagement strategies, and streamline their business processes for greater efficiency and success.
Her commitment to accountability, discipline, and respect makes her an invaluable mentor at Success & Broker, inspiring brokers to reach their full potential and achieve enduring success in their careers.
Programs Natalie can assist with:
- Mentorship Division.
- Proventus Program.
- Pathway Program.
250+ Reasons
Why your success is our priority.
Six Propositions
We think you’ll love.
STATE OF PLAY
Unlock the game-changing State of Play session — a dynamic experience meticulously crafted to ignite your potential for unprecedented growth. Get ready to challenge your limits, reinvigorate your aspirations, and chart a path to a future brimming with possibilities while taking stock of the value in having and understanding the science of Good Business Foundation Pillars – Engagement, Delivery, Maintenance, and Loyalty.
Embark on a journey of self-discovery and business empowerment with our State of Play Program, where you’ll gain valuable insights and resources to propel your mortgage brokerage forward.
- Unlock immediate implementation opportunities with golden nuggets of wisdom.
- Receive external reviews from a Broker Coach with a track record of building two successful broking businesses, both regional and metropolitan.
- Gain guidance on the steps needed to align with your personal and business expectations.
- Maximise your time with quick tips, reviews, and added value.
- Develop a deep understanding of a lead flow/workflow/deal flow proposition.
If you answer NO to any of these questions, we suggest booking a State of Play session:
- Do you have a well-defined 5-year vision for your brokerage?
- Can you articulate or document your 5-year vision?
- Do you have a budget for investments in marketing, staff, and growth?
- Is there a clear recruitment plan with a career proposition in place?
- Have you established systems and structures for the client engagement process?
- Are your staff roles clearly defined and tested?
- Leadflow – do you have a procedure and reflection process in place?
The State of Play program is designed to help you gain clarity and set a course for growth and success.
PATHWAY TO GROWTH
It’s finding your identity and brand. What do you stand for? How does the market perceive you? How confident are you to deliver on your 5-year plan?
- Join a supportive community of like-minded brokers.
- Get instant access to the Broker Journal (30 CPD hours for MFAA and FBAA members).
- Engage in personalised coaching with 2 hours per month, focusing on hot topics and actionable strategies.
- Utilise tools such as Parking Lot vs Action Board. Root Cause vs Bottle Neck analysis.
- Dive deep into your Unique Selling Proposition (USP), brand, and identity.
- Optimise lead flow and enhance client engagement
- 90-Day Roadmap with built-in accountability and responsibility.
If you answer YES to any of these questions, it’s time to book a call:
- Are you ready to invest in your business?
- Are you ready to regularly (quarterly) assess and compare your budget and cash flow analysis?
- Are you considering hiring staff to achieve your 5-year vision?
- Are you seeking ways to improve your time management skills?
PROVENTUS PROGRAM
The Proventus Program is designed for those who understand that they can’t be everything to everyone. It focuses on simplifying the complex and making the simple compelling. This program provides clear guidance on business vision, strategies, and tactics. At its core, Proventus emphasises shared learning over traditional teaching methods, ensuring all team members grow and learn together.
- Get instant access to the Broker Journal (30 CPD hours for MFAA and FBAA members)
- 4, 6, or 8 hours of one-on-one sessions per month, tailored to your business’s size (in-person or online).
- A Recruitment Mud Map with a career path strategy and a database recruitment model.
- A budget pro forma for use in quarterly board assessments (involving your bookkeeper).
- Development of your company’s standards and principles (Mantra).
- Establishment of structures and systems to implement a client-tested process.
- Tools for identifying root causes and bottlenecks in your business.
- A focus on recruitment for growth, retention, and performance.
- Creation of an organisational chart and understanding role fulfillment.
- Inclusion in a collaborative community, participating in events like Success & Broker Boardroom Series, Potjie Cook-Off (Ruan brought this along from South Africa!), Brisbane Riverfire Experience, Christmas Party, and more.
If you answered NO to any of these questions, it’s time to book a call:
- Has your company achieved its 5-year vision?
- Have your business strategies been thoroughly implemented and tested?
- Are you actively observing and adjusting tactics based on what works and what doesn’t?
- Does your business have a well-defined recruitment plan in place?
- Are you a critical thinker who values continuous improvement in their business?
Remember, growth requires being pushed to become better.
REACHLX PROGRAM
Experience the transformative power of REACH – a leadership experience platform designed to fast-track teams to high-performance. REACH equips leaders and teams with resources to excel at every step of the employee lifecycle. Through expert facilitation, engaging activities, and insightful profiles, teams progress swiftly to high performance, fostering understanding, and leveraging diverse strengths along the way
What do I gain?
- Personal development dashboard
- Personally curated learning for both leaders and the team
- Measurable growth with team and individual reports
- Individual profile reflection to build self and team awareness
- Improve team culture and communication
- Identify areas for improvement
- Expertly facilitated, engaging and enlightening workshops
If you answer YES to any of these questions, the REACH program is for you:
- Are you looking to fast-track your team’s performance and cohesiveness?
- Do you want to foster understanding among team members and leverage their diverse strengths?
- Are you committed to improving team communication and achieving better outcomes?
- Would you like to optimise energy and contributions based on individual strengths?
- Is enhancing your team’s performance and progress a priority for you?
The REACH leadership experience platform is designed to help you and your team achieve high performance and develop and retain the right people.
S&B BOOTCAMPS
Embark on a transformative journey with our tailored Bootcamps, offering three distinct pathways to success. The Accelerator Bootcamp focuses on maximising efficiency and productivity by identifying inefficiencies and supercharging workflows. The Generator Bootcamp is designed to master client engagement and seamless delivery, attracting high-value clients and fostering loyalty. Meanwhile, The Power Play Bootcamp equips business owners with comprehensive strategies for market leadership, operational excellence, and future-proofing, enabling them to stand out in the industry.
What do I gain?
- Identify and eliminate hidden inefficiencies
- Streamline operations for maximum productivity
- Implement proven process mapping strategies
- Achieve future growth through optimised workflows
- Attract and retain high-value clients
- Address potential deal flow bottlenecks
- Build a thriving, future-proof business model
If you’re looking for any of the following, a bootcamp is your way forward:
- Are you looking for comprehensive process mapping workshops?
- Do you need help in identifying and eliminating efficiencies that hold you back?
- Are you interested in clear strategies, actionable steps, and ongoing support for your business?
- Do you want to find out more about generating leads, nurturing relationships, and closing deals consistently?
- Is enhancing your team’s performance and progress a priority for you?
- Interested in interactive workshops and personalised coaching to help you achieve peak operational excellence?
Personalised Coaching, Proven Strategies, Guaranteed Results: Our Bootcamps Deliver.
THE BROKER JOURNAL
The Broker Journal is a transformative resource designed by brokers, for brokers, to elevate your brokerage success. Gain 30 CPD hours and discover weekly insights, actionable plans, and strategies tailored for mortgage and finance professionals.
The best part? You can try before you buy with our free 3 week membership trial.
What do I gain?
- Business Transformation
Our comprehensive journal guides you through strategic planning, process optimisation, and methods to maximise efficiency and drive sustainable growth.
- Professional Growth
Access weekly insights, strategies that nurture your skill set, enhance knowledge, and cultivate a successful broker portfolio.
- Elevating Client Relationships
Our comprehensive journal equips you with insights and strategies to enhance communication, understand client needs deeply, and deliver exceptional service fostering long-term satisfaction and loyalty.
If you answer YES to any of these questions, subscribe to The Broker Journal today:
- Are you ready to elevate your broker game?
- Are you seeking strategies to increase lead generation and conversion?
- Do you seek clarity and purpose in your business strategies?
- Are you looking to streamline and optimise your processes?
- Do you aim to enhance your problem-solving and negotiation skills?
- Are you seeking ways to sharpen your time management skills effectively?
- Do you prioritise ongoing learning and development?
- Are you ready to invest in tools that ensure measurable growth for your business?
- Do you want to align with industry best practices and compliance standards?
Unlock 52 Weeks of Tailored Success Strategies with The Broker Journal.
Want to know more?
Common Questions – Answered
What types of mortgage brokers do you work with?
When Mortgage Brokers reach out to us, we look for individuals and businesses ready to make a meaningful investment in themselves. We work best with those who are:
- Eager to grow and expand their businesses.
- Committed to continuous learning and knowledge sharing.
- Willing to invest in personal or company development.
- Seeking clarity in their vision and the strategies to realise it.
- Interested in creating a better future through informed decisions.
- Open to being held accountable for their actions and intentions.
- Dedicated to nurturing a growth-oriented and sustainable mindset.
How do your coaching programs work?
Our coaching programs require a minimum 12-month commitment and are designed for growth and performance. We offer two primary programs:
- Pathway Program (2 hours per month): This program focuses on developing your brand and identity, ensuring you have a well-structured plan for growth.
- Proventus Program (4, 6, or 8 hours, depending on needs): The Proventus program is built for strategic thinking. It guides your business and team through growth and sustainability phases. Consistency, perseverance, endurance, willpower, vision, belief, and support are key elements of this program.
What sets your coaching programs apart from others in the market?
While we can’t speak for other coaches or their programs, we’re proud to have our clients speak on our behalf. With over 150 5-star reviews on Google, our passion, purpose, and commitment to this industry and its members shine through. Feel free to read our reviews for firsthand experiences! 😉😉👏
What results can I expect from your coaching?
Our coaching can lead to various outcomes, including:
- Personal growth.
- Improved performance metrics with accountability and responsibility.
- Enhanced time management skills, optimising your use of limited hours.
- A refined recruitment process, focusing on career paths rather than job-seeking.
- Effective budget planning based on realistic numbers.
- A coaching relationship that pays its way—consider how just a few additional deals can offset the cost of having us on your management team.
What kind of support can I expect during the coaching program?
During our coaching programs, you can expect:
- One-on-one sessions, tailored to the program you’ve chosen.
- Access to us via email, text, and phone for questions or guidance.
- Inclusion in a WhatsApp community group with like-minded individuals, so you’re never alone.
- Participation in our community group events, because we’re stronger together.
- Assistance with marketing strategies to help your brand thrive with our guidance and input.
Is my personal and financial information secure when working with you?
Absolutely. We handle very little client data, and what we do have is treated with the utmost confidentiality and security.
Can I speak to one of your clients who has benefited from your coaching?
We encourage you to speak with at least two of our clients before making a decision. This will provide you with firsthand insights into how they’ve benefited from our coaching and support. If their experiences resonate with you, let’s get started on your journey together without delay.