Financial Services Franchises

Concept: Financial Services franchise opportunity Territory: Australia Wide Training Provided: RAMS has developed an extensive learning and development curriculum covering a wide range of topics such as lending, sales, products and running your business. Marketing Support: RAMS run a widespread advertising program designed to generate leads. Plus there is marketing support to assist you to build a strong presence – and local leads – within your local community. Agreement Term: 5 years + 5 year option Number Of Units: There are currently 70 franchise owned home loan centres across Australia Investment Required: $175,000 - $250,000 Business Established: 1995 Franchising Commenced: 2003 Qualifications Required: Finance, sales or small business experience preferred.

Concept: A professional provider of working capital solutions Territory: Nationwide Training Provided: Initial franchisee training is for a two day period covering financial credit, systems and processes, marketing, business development, company policies and culture, franchisee strategic planning and day to day operational support. 3 months intensive support and training. 3 refresher courses per year Marketing Support: Assistance with marketing plan and delivery of pre-qualified leads, marketing collateral, marketing manual and marketing toolbox Agreement Term: 5 + 5 + 5 + 5 years Number Of Units: 18 Units Outside Country: 10 Investment Required: $27,500 plus GST, require $200,000 working capital Business Established: 2005 Franchising Commenced: 2006 Qualifications Required: Preferred financial experience however not essential

Concept: Mortgage broking services franchise Territory: Available in WA and VIC. NO OVERSEAS ENQUIRIES PLEASE. Training Provided: Business planning and training, sales coaching, systems and software training as well as ongoing support and marketing assistance Marketing Support: Business Planning and Training, Sales Coaching, Systems and Software Training. Agreement Term: Five years with renewal options Investment Required: $10,000 + GST Business Established: 1992 Qualifications Required: Ideally we are looking for people with experience in sales, finance, IT, accounting or small business. Although we do provide in-depth training to ensure franchisees can competently run the franchise, to become a successful franchisee it is essential that you have good business networking skills.

Number Of Units: 29 Investment Required: $30,000 Business Established: 2008

Concept: Mortgage Broking Services Franchise Territory: NSW/ACT QLD, SA/NT, WA, VIC/TAS Training Provided: One week comprehensive training program followed by 12 weeks of business coaching, 2 year industry accredited mentorship, regular regional meetings and ongoing business support. Marketing Support: National brand marketing and lead generation advertising, individual franchisee website, business development publications, dedicated assistance with local marketing campaigns. Agreement Term: 5 years with a 5 year option Number Of Units: 200+ Investment Required: $12-25K Business Established: 1999 Franchising Commenced: 1999 Qualifications Required: Sales and or lending experience highly regarded but not essential.

Concept: Mortgage Broking Services Territory: Australia wide Training Provided: We have a 2 week Induction training course where all successful attendees receive their Certificate IV in Finance/Mortgage Broking. This is followed by Accreditation with our panel of lenders. All new franchisees participate in a 12-month Rookie Development Program to get you off on a good start. It offers you a range of training programs to build your understanding of the market and develop your product knowledge. Mortgage Choice also provides you with a mentor who can ‘show you the ropes’ during your first 12 months. Marketing Support: We’ve got a specialist team turning clever ideas into successful promotions but we don’t charge our franchisees for them. And unlike other franchises, we don’t have advertising or marketing levies. Marketing support covers a range of activities including print, radio and television advertising, Internet marketing, individual franchise web pages and referral marketing programs. Agreement Term: 5 years with 5 year Option Number Of Units: Over 350 Investment Required: $35,200 including GST upfront, plus 6 to 12 months working capital  Business Established: 1992 Franchising Commenced: 1994 Qualifications Required: No matter what your professional background, our training and support is designed to meet your needs. You’ll learn first hand how to run your Mortgage Choice franchise, plus find out how to thrive in today’s competitive business environment.

Concept: Home Loans Franchise Territory: Australia wide Training Provided: Extensive - 3/4 wks Marketing Support: National, regional, local Agreement Term: 5 yrs + 5 yrs Number Of Units: 40 Investment Required: $25,000 - $50,000

Area of Expertise:At Franchising & Business Opportunities Expo you’ll discover a world of information and experts showcasing Australian and international franchising and business ideas Locations Serviced:Sydney, Perth, Melbourne and Brisbane

Concept: Finance and Insurance Broking Services Franchise Territory: Australia Wide Training Provided: 2 week induction training plus ongoing professional development Agreement Term: 5 + 5 years Investment Required: Franchise fee from $38,500 inc GST Business Established: 1998 Franchising Commenced: 2008 Qualifications Required: Financial services industry experience highly regarded.

Concept: Mortgage Broking Franchise Territory: Victoria Training Provided: 2 weeks intensive - then ongoing 1 year Marketing Support: Full networking training and support is available on an ongoing basis. Web and traditional sales tools are provided. Agreement Term: 5 yrs + 5 yrs Number Of Units: 60 Units Outside Country: No Investment Required: Up to $20,000 Business Established: 1988 Franchising Commenced: 2009 Qualifications Required: Sales and/or Lending experience an advantage but not essential. Certificate IV Financial Services (Mortgage Broking) - Full training provided

Concept: Helping everyday investors prosper with property. Number Of Units: 12 Franchising Commenced: 2003

Concept: Bookkeeping Training Provided: Comprehensive Marketing Support: Varied Agreement Term: 5 + 5 Number Of Units: 40+ Units Outside Country: 0 Investment Required: Under $50,000 Business Established: 1998 Franchising Commenced: 2002 Qualifications Required: Qualified or experienced Accountants & Bookkeepers

Concept: Switch Business is a centralised business management resource that enables franchise owners to deliver unique business management services to SME clients. Territory: Australia Wide Training Provided: National and Local Marketing Plans, Programs and SupportAgreement Term: Five years with four by five years Number Of Units: 4 Investment Required: $29,000 Business Established: 2008 Franchising Commenced: 2009 Qualifications Required: You are likely to be experienced in business or the financial services sector and looking for a unique way of serving SME clients.  You also may be an accountant, consultant, advisor or bookkeeper with an established business looking for a way to add extraordinary value.

Concept: Training and Development (Rto Australia PTE New Zealand) Territory: Australia & New Zealand Training Provided: Initial both in house and field 1 month then ongoing Marketing Support: Full marketing department Agreement Term: Three years with automatic rights of renewal Number Of Units: 43 Units Outside Country: 56 Countries Investment Required: $85,000 Business Established: 1972 Franchising Commenced: 1972 Qualifications Required: Sales and Management

Concept: Business Mechanic – When your business needs a Tune or a Service! We tune & service businesses by using bookkeeping, business management, marketing & human resources tools/skills. It is a unique concept in business services which encompasses a high level of personalised service – Where Value & Service are No.1!
This is a chance to indulge both of your passions – Australian Muscle Cars and Accounting!!! Territory: Franchises are available Australia wide and each franchisee will have their own unique territory. Training Provided: Extensive one on one training with the Team Crew Chief (founder) at your business premises and outside training in a seminar style with an out of house provider). Which will encompass training in the concept and honing your skills and adding new skills to your tool box to become a Business Mechanic. There will also be one on one monthly driver (franchisee) coaching sessions (done remotely) with the Team Crew Chief (founder). ( Please ask for Further detailed information on training). Marketing Support: Included in the franchise fee is an Award Winning (see website for details) vehicle (fully sign written and kitted out in keeping with the concept), First 100 days marketing plan, stationery, selected advertising (details can be provided), uniform and marketing manual. Agreement Term: 5 years + 5 year option (details can be provided on request) Investment Required: From $67 000 plus GST . As the price includes a New Holden or Ford sign written Ute - the price varies based on your selection of your type of ute – Holden V6 Manual or Automatic ute, Holden SS Manual or Automatic ute, Ford XR6 Manual or Automatic ute or Ford XR8 Manual or Automatic ute. Business Established: July 2003 by the Team Crew Chief (founder) in Port Macquarie. Franchising Commenced: September, 2009 Number of Franchisees: One (Founding one) Qualifications (Initial): There is no need to be currently in practice – however you will need driving skills such as experience in bookkeeping, business management and AWESOME Customer Service skills. Please ask for further details of the Driving skills (qualifications) needed.