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Who we are

Trigon – a triangle – from the Greek trigonon meaning “three-cornered”.

At Trigon we emphasise the three cornered nature of our business – being the connection between the borrower the finance broker and the lender.

Trigon Financial is a new age finance broking group with a focus on broker development and business mentoring. Trigon offers their brokers;

  • Pre-Appointment Training – if you are new to the mortgage broking industry, we will train and mentor you whilst you maintain your current job to determine if this is the right career move
  • We do not charge a franchise or any other fee to become a Trigon Broker
  • Cashflow assistance until you get on your feet
  • Access to established client base
  • Equity and profit share participation in Trigon
  • Very attractive commission structure both on upfronts and trails
  • You own your clients – if you wish to leave Trigon, you can take your trails with you
  • Hands on sales/business management
  • Hands on business mentoring
  • Outsourced loan submission and processing
  • Train and work with you to gain new business
  • Work with you to retain existing business
  • Work with you to generate leads from existing client base
  • Assist you to diversify your service offering to clients

Resulting in Trigon brokers writing more business generating more income, retaining more existing business, increasing value in their business which provides future merger and acquisition opportunities and creates equity succession plan.

The principals of Trigon have a wealth of business mentoring, sales management and sales experience across many industries and also in several countries.

BERNARD KELLY (BERNIE)

Bernie is an experienced senior executive and entrepreneur.

He started his career in financial services in 1982 and has been at the forefront of development of innovative products and services in Australia, United Kingdom, Germany and South Africa with enormous success.

Systematically looking at existing markets from different perspectives, developing new ideas and ways of conducting business in a rapidly changing financial landscape, he successfully negotiated and established strategic alliances and partnerships with a number of the world’s largest insurance companies and investment banks driving successful and new opportunities.

He has held positions of General Manager, Managing Director, Group CEO and Chairman of a specialist broad based financial services group operating in Australia, United Kingdom, Germany and South Africa.

With senior management, sales and distribution expertise, Bernie is capable of significantly lifting sales performance at both a group and individual level.

He believes that given the right leadership environment, support, encouragement and business tools, people can then achieve great things. He is committed to seeing people succeed in business and personal life.

An active extreme sports enthusiast, he believes in “fun and profit” and that the two can equally co-exist.

ALAN RICH

Alan Rich is a highly experienced strategist, business manager and executive motivator with a wealth of business knowledge and legal experience. Alan’s driving force is his ability and commitment to help people and businesses grow and develop – by turning their vision into reality.

Alan’s primary objective is success – built around positive planning and implementation – success with integrity. Success in life involves a healthy balance of work, play, family and beliefs. Alan recognises that many people live in a world of under-achievement and therefore under –contentment. Alan can break that cycle and get individuals and businesses back onto the success trail.

A highly experienced strategist, executive motivator and business manager, Alan commenced his career as a lawyer, becoming a Partner and then Managing Partner at one of Australia’s pre-eminent law firms. Alan’s practice initially had a particular emphasis on business advice to small and medium businesses; it then expanded to include large and government businesses. In this latter sphere Alan’s advice was sought particularly in respect of corporatisation and privatisation of government business. Actively involved in various mergers between his firm and other law firms, Alan was involved closely in the management, strategic direction and growth of his law firm.

Alan then turned to the funds management and financial services world, joining Australia’s largest independently owned funds management business as CEO. In Alan’s 6-year reign as CEO the funds under management grew from $900 million to $3.5 billion. As CEO Alan had a passion to help people grow, personally and professionally. His role affected all facets of the business from HR and compliance, to sales and marketing in an Australian-wide business, which, during Alan’s tenure, expanded through joint ventures in Australia and into the UK and South Africa.

To supplement his practical experience in mentoring and coaching executives Alan undertook study and was awarded a Full Accreditation in Executive Coaching from the Australian Institute of Executive Coaching, one of Australia’s leading executive coaching training and education groups.

Alan’s mentoring philosophy:

“I get great satisfaction out of seeing people and businesses succeed…”

ROBERT WEEKS
Robert’s career in banking and finance spans more than 30 years, and began with the Bank of Queensland in the early 1980’s where he held various high-level management positions.

Robert started with Loan Market in 1996 quickly rising in 2000 to the role of State Director..
During this time, Robert built and managed a tight-knit and high-performing team of lending managers; this team was the most successful team for the Group. Robert was responsible for the recruitment, training, professional development and overall management of Loan Market members in Queensland. He has a passion for helping brokers build a successful business, and understands what is important in establishing a business for finance brokers.

“I am excited by the prospect of assisting finance brokers in the transition from Broker to Business. If a broker wants to run a successful business, I believe they need 3 key elements; Leadership, Self Passion and Motivation.
‘When the opportunity came up to be the Managing Director for Trigon I could not wait after learning more about the opportunity it presents for brokers. I believe the model is ahead of any competitor in the market and Trigon is truly your business partner. Every aggregator says they will help you in your business but how many really have the time or the expertise to live up to that lofty promise?  Some of the distinct advantages I see with Trigon Financial are:

  • Dedicated expert team of people to help you grow your business
  • A focussed model of sourcing business and advising
  • Outsourcing of non-core functions, including loan processing
  • Equity in the business
  • Intense business training and strict selection criteria for brokers joining
  • The true partnership ethos of Trigon Financial with its Brokers

To put it simply, “We are your Business Partner”, not your aggregator”.