What are your plans and predictions for 2025?

Growth and fresh inspiration

2025 is about growth and connection for Aussie Windsor. I’m building on the lessons from my first year as a franchisee to offer even more personalised, high-quality service, combining genuine care with Lendi’s cutting-edge technology.

This year, I’m excited to give back by volunteering with Financial Superwoman, helping women regain financial independence after divorce or separation. Community and collaboration will also be key focuses, as we strengthen partnerships with local businesses through cross-promotions and joint initiatives.

The Lendi Group conference in March will provide fresh inspiration and ideas to refine my strategies, while case studies and media appearances will continue to elevate Aussie Windsor as a trusted mortgage expert.

We’ll also prioritise educational content, empowering clients to navigate the mortgage process confidently. 2025 promises to be a year of growth, impact, and making a real difference.

Mentoring and new challenges

After being a broker for just over seven years, I feel that I am in a great position with my team. We have fine-tuned our skills and processes and all is humming along smoothly, for the most part!

Next year will bring on new challenges. I have a parabroker who just started maternity leave and another who is becoming a broker herself. My role will include mentoring and helping her to develop referral partnerships.

I am looking forward to 2025. I have focused for years on creating a lifestyle that, in my opinion, has just the right mix of work, family, and fun times so this will remain the goal as I take on more responsibilities and aim to help just as many clients, if not more, than in previous years.

Investing in culture and tech

At Wealthfolio, our plans for the year ahead focus on further growing our dedicated team, enhancing our technology and processes, and exploring new marketing opportunities.

On the team front, we’re committed to fostering a fun, collaborative culture with a focus on work/life balance. Working in this industry can be demanding, so supporting our team’s wellbeing is a priority. In 2025, we’ll focus on adding the right team members with the right mindset to complement our longstanding staff. We’ll also expand our offshore team, having recently hired our first offshore staff member.

On the technology side, we’ll focus on further automating our process workflows and streamlining our client rate reviews to deliver even better service. For the first time, we’ll explore formal marketing and learn how it can support our growth in 2025, helping us connect with a wider audience and drive further success.

Leading in an ever-evolving landscape

Over the next year, I aim to continue expanding my presence as a leader in the development/construction lending sector, with a commitment to strengthening my long-term client relationships and staying well informed with the evolving lending landscape to ensure I’m delivering the right solutions.

Building on over $850 million in settled transactions and several industry accolades, I will continue to be a role model and advocate for more women in commercial broking, empowering diversity in the industry. I anticipate more liquidity in the construction lending market next year, driven by a stabilisation of costs, improved project feasibilities, and continued increases in housing demand. I expect to see increased inquiry for construction lending in 2025, as developers start to see better project returns.

To best support my clients, my main focus will be on my lender relationships to ensure I’m providing tailored solutions to each project.