How Gerard Heffernan has built a Highly Respected Reputation

The Successful Adviser by James McCracken

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4+ y ago 36:30

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As a stalwart of the Canberra mortgage broking scene, Gerard Heffernan is well known and respected by clients and peers alike.

Having joined forces with his brother Bernard in 2015, their business hasn’t looked back. And, like many a bespoke brokerage, Gerard and Bernie understand intimately the need to provide personalised service and advice according to the needs of every client.

It’s with this premise that they have continued to grow their volumes year-on-year in what is clearly a forever changing and dynamic lending landscape.

Seeing the need for additional admin support, their business has invested in back-office staff which frees up Gerard’s time to do what he excels at - conducting client interviews and structuring their loans.

In the interview, Gerard goes into detail on the core strategies that allow their business to continue growing despite all the challenges in the marketplace today.

Like to continue the conversation with Gerard? You can reach him on 0402 026 246.

103 episodes