It’s been an exciting few months while stepping into my new role with UFinancial Group, heading up their new Strategic Partnership Division.
The financial services company’s latest initiative is aimed at strengthening collaboration, with their existing partners and working with potential new business opportunities. My focus will be to nurture and enhance our current partnerships, while providing committed support to sustain, expand, and diversify businesses. I look forward to leveraging off existing networks within the real estate space, property investment groups, financial planning, Accountants and wealth management industries.
Originally founded in 2008 as a mortgage broking firm, UFinancial Group has evolved over the years, and the introduction of our Strategic Partnership Division is a testament to the company’s unwavering commitment to the success of its clients and it underscores the company’s dedication to fostering synergistic relationships. As part of the new division's development, UFinancial is dedicated to tailoring solutions, expediting responsiveness, and co-creating strategies that drive growth, innovation, and shared successes.
My mission is to leverage my expertise to cultivate meaningful partnerships that advance the objectives of both our organisations.
Furthermore, this expansion follows UFinancial’s recent diversification in services, including commercial and asset finance, such as car loans, finance for recreational equipment, agricultural machinery, medical equipment, and business equipment.
In recognition of our continued growth and excellence, UFinancial Group earned a spot on the prestigious Top 25 Brokerages 2022 list, featured in Mortgage Business's sister brand, The Adviser. The expansion also followed the organisation making it on the Top 25 Brokerages 2022 list on Mortgage Business sister brand The Adviser.
I am excited about this new journey and keen to contribute to the growth and success of UFinancial and our valued partners.
#financialservices #refinance #assetfinance #commercialfinancing #brokerage #financesolutions
Leading Commercial Storage Consultant | Commercial Relocation Manager | Commercial Real Estate Auditor & Advisor | Workplace Change Agent | Commercial Workplace Specialist.
3yOutstanding event Rob Duncan a true credit to your team and CIB.