Finance Specialist: A new aggregator enters the ring

Drawing on Carter’s experience working closely with SME brokers and lenders, the duo explore whether new aggregator entrants can genuinely differentiate in a crowded, low-margin market and what brokers should consider before switching platforms. The episode also examines growing lender caution around trust structures, the regulatory and risk considerations at play, and how brokers can protect themselves when navigating these deals.

This week’s Finance Specialist also takes a practical look at non-bank and private credit, including the importance of exit strategies, disciplined client conversations, and due diligence, before turning to interest rates and what realistic expectations brokers should be setting with clients.