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:

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?

We would love to guide you on your journey! 

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