Education on money matters needs to start sooner

by Maya Breen11 Mar 2016
Sara Hartigan from Loan Market says there needs to be a stronger focus on money education in schools. 

Years in the industry:
2.5 Location: Central South

Why did you get into mortgage broking?
I studied Finance at University and have a love for property investment. Once I had a baby I was looking for a self-employed opportunity and becoming a broker felt like a good fit.

How would you sum up mortgage advisers in three words?
Solutions, Guidance and Service

What advice would you give to a new mortgage adviser?
Set goals and build a referral network. The long hours start to pay off in year two.

How would you change the industry?
More education for new brokers coming on board.

What’s the most important thing an adviser can do to develop their business?
Build up a strong network of refers. Once a settlement has taken place, ask your client if there was anything you could do to improve the experience….. And ask for a referral.. “Is there anyone you know that I could help?”

What’s the best advice you’ve ever been given?
If you don’t know ask…. Never assume. Get a mentor.

If you were Prime Minister for one day, what would you do?
Look into money education for schools. Kids need to be educated on how to save, budget and manage money. Is a very important life skill. Master it young.

What has been the highlight of your career?
Helping people purchase their first home when they didn’t think they could ever afford it. 

What’s your favoured style of coffee?
Trim Latte

Union, league, soccer or other?
Shopping… let’s not kid each other

If you could invite three people to dinner, dead or alive, and excluding family and friends, who would they be and why?
My dad, as I miss him. Steve Jobs….. incredible mind and Princess Diana 

Complete this sentence: If I wasn’t in mortgage broking...
I would be on a beach!

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