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Mentoring Program

I’UPCOMING PERSONAL & PROFESSIONAL MENTORING & COACHING WORKSHOPS
The more informed you are about your finances, the more you are in control. Join us at one of our next Money Mentoring Workshops or Industry Info nights and unlock your hidden financial genius.
There aren’t too many businesses like ours in the market at the moment, and while that may give us some exclusivity, we know we can help even more people if we share our knowledge, and our outlook, to become a positive influence for change in the wider industry.
As a first step towards this goal, we have established mentoring and coaching programs for industry professionals and prospective business owners, as well as business learning for our commercial clients. We also host workshops for individuals and families who want to learn how to invest and manage their money better.
Watch this space as we will regularly be posting the details of our next event.
For a more detailed description of the topics we cover in our workshops and mentoring programs, please download our Mentoring Factsheet or express your interest below.m a paragraph. Drag me to add a paragraph to your block, write your own text and edit me.

Overview

Everyone on the EK Mortgage team believes in theconcept of “teaching someone to fish”. Helping peopleaccess their own power by learning to control theirown financial destiny is why we get up in the morning.Financing a purchase—whether it’s a business, a home,or another type of investment—is only a small part of abroader financial picture. It can also be hugely complexto navigate, and stay on top of quarter-to-quarter andyear-to-year. There aren’t too many businesses like ours in the marketat the moment, and while that may give us some exclusivity,we know we can help even more people if we share ourknowledge, and our outlook, to become a positive influencefor change in the wider industry. As a first step towards thisgoal, we have established mentoring and coaching programsfor industry professionals and prospective business owners,as well as business learning for our commercial clients.We also host workshops for individuals and families whowant to learn how to invest and manage their money better. PERSONAL FINANCIAL MANAGEMENTA lot of people feel out of their depth when dealing withmoney, but it’s a necessary skill if we want to achieve ourfinancial goals. EK Mortgage offers regular invitationalworkshops and information events for our private clients,covering topics like:+ creating an effective budget+ planning for investment or important purchase+ buying your first home+ buying your first business.

Services

EK Mortgage gives you the support and guidance youneed to take your business to the next level, whetheryou’ve been running your brokerage business for a fewyears, or a few months. Our 24-month Brokerage MentoringProgram includes:+ an initial one-on-one consult with Eric Dong, where we’ll buildan understanding of where you are now, and where youwant to be+ weekly face-to-face coaching with EK Mortgage’sresident expert in your field, as well as on-call support+ market updates and training+ access to our exclusive network of industry andcommercial influencers.
Mentoring Program comprises four stages:
Stage 1—Getting Started (3 months)The first stage covers critical elements to getting yourbusiness set up right, including planning, management,regulatory requirements, marketing, and sales.Stage 2—Technical Skills (10 months)We’ll develop your skills in areas such as basic loanstructuring, compliance and risk, different types of specificloans, and how to manage more complex structures.Stage 3—Advanced Skills (8 months)In Stage 3, we’ll build business improvement skills suchas goal setting, business finance, building your team, andgenerating business.Stage 4—Moving Forward (3 months)The final stage is crucial to consolidate your learningand launch your success. We’ll introduce you to industryfunctions and networks, help you refine existing strategies,and customise your ongoing support program.
I am an MFAA and FBAA qualified mentor to providing the mentoring program. You may find my contact details from MFAA and FBAA find a mentor website.
Copyright © 2022. All rights reserved. *Terms and Conditions *Privacy Policy Credit Representative of Australian Credit Licence No. 384324

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