


The Referral That Never Happened — And Why It Cost Thousands

Every broker knows the feeling — you close a deal, shake hands, and assume the trust will turn into loyalty.
But loyalty without a roadmap fades.
Luke learned that the hard way — and it cost him more than a single deal. It cost him the chance to be the broker that changed a family’s financial future.
When Good Service Isn’t Enough
Luke helped a young couple buy their first home. They were grateful. He worked tirelessly to get them approved and handed over the keys.
But three years later, he saw a post.
They had built a dual-key SDA property through their SMSF, and they were earning monthly rental income.
Not through Luke.
They had found another broker — one who offered them a future.
What Luke Missed
Luke didn’t do anything wrong. But he didn’t offer more.
With Supavest, Luke could have:
- Introduced an SMSF-compliant property solution starting from $65K*
- Legally helped them build inside their super, no licence required
- Earned an upfront referral commission on contract exchange
- Re-engaged the couple with a new reason to trust him post-settlement
Instead, the next broker owned the relationship — and the income that came with it.
How many clients have walked away because you didn’t give them a reason to stay?
The Reality: Most Brokers Don’t Have a Long Game
Supavest gives you a reason to call your settled clients back — with real value:
- They don’t need to borrow again — this strategy builds inside super
- You don’t need an AFSL or SMSF licence — Supavest handles compliance
- You get paid upfront — on exchange, not on settlement, with no clawbacks
- Your clients come back — and they bring others with them
Raymond Hempstead’s Momentum Media podcast lays it out clearly: brokers who lean into SMSF strategies are building deeper, longer, and more profitable client relationships.
Don’t lose your next 3-deal client to silence.
Let’s map your post-settlement game plan.
The Takeaway
Modern brokers don’t just write loans. They build lifelong wealth strategies.
Strategic Shift:
- Add value post-settlement
- Offer legal SMSF strategies
- Leverage existing clients into repeat business
Who’s in your pipeline right now that could be your next 3-deal relationship?