The BUILD PROGRAM is designed in a way to help you generate more leads for your Business and increase your Sales



Save time, improve your productivity, and streamline your business by transitioning from Broker to Brand with our Grow Program



The Scale Program is best utilised by more experienced Brokers

We offer 3 Coaching Programs

Our Coaching Programs are centred around PROVEN FRAMEWORKS Mortgage Brokers can use TODAY to ‘level-up’ their Business. We personally tailor them to suit. Give you the resources and keep you accountable. At a time and frequency that will have the most direct IMPACT on your business within 6 months.


Therese knows how to keep the businesses she mentors on track and her ideas on marketing are fresh and easily executed … sometimes as a business owner you just need to be reminded of the things that you do well and how to approach the things you don’t. A five-star rating from me!

Thuy Hook


Therese as our mentor is amazing, she has helped Affluence Financial on our journey to transform our business to next level. She inspires and motivates us to become one of the best finance brokers whom client would trust and would deal with to help solve their financial objectives.

Sridhar Tummalapalli

Affluence Financials team

Therese is all about systems, ideas, and accountability. The ideas are yours, but she plants the seeds, then she holds you accountable. And she does not mind calling out a bad idea either. She is a very giving person and she genuinely invests her time and effort with us.

Sadish Visvalingam

Senior Adviser & Founder – Premier Financial Advocates

With her guidance as my Mentor I was able to secure the MFAA Rising Star award in my first year in the industry, something no other broker has achieved, and credit for this rests in large part with Therese.

Edwena Dixon

Senior Mortgage Broker – Pinpoint Finance

Her strategies are perfect blend of traditional and modern ways. As a mentor, she genuinely takes interest in your overall growth. Her content is always spot on and targeting the right audience. She is indeed a mentor with “Golden heart”. When I count my blessings, I make sure to count her twice.

Niti Bhargava

Resolve Finance – Derrimut

Therese was only my mentor for seven months, but her influence on brokers is everywhere. I see successful brokers still leaning on her to tap into her unique skillset, or just engaging her for a period of time.

John Ng

Finance Broker – Money Jar Concept

Therese is generous with her time and expertise, she is well respected by our broker network and her program has delivered outstanding results. The structure of Therese’s content is of the highest quality and the delivery is professional.

Brett Mansfield

CEO – Buyers Choice

Therese is extremely passionate about helping mortgage brokers succeed and grow in their businesses and she does not hesitate to share her years of experience & ideas with every broker she comes in contact with.

Bernard Desmond

Founder & Director – Blank Financial State President, Vic & Tas – (FBAA) Finance Broker Association of Australia

How This Works

*face to face and group sessions can be arranged by special request

Let's Connect . . .

Email me your questions? I’ll contact you, we’ll have a chat and, if you like, set up a meeting, either ZOOM or Coffee.