The Advisor’s Compass

Updated: 22nd April 2025 | Garry Crole

InterPrac’s Advisor Compass is proudly supported by Capital Prudential, where we navigate market shifts and maximise your practice.

 

Episode Four

 

This month’s episode is proudly sponsored by Capital Prudential, an alternative asset manager specialising in disciplined real estate development. Their innovative approach to creating predictable income streams for investors is underpinned by providing capital solutions to their network of mid-scale property developers for the purpose of residential, commercial and industrial property development in Australia.

Watch Our Latest Interview with MD Jarrad Haynes:

Sharecafe Presenter Lauren Hayes interviews Capital Prudential’s Managing Director Jarrad Haynes, who discuss how Capital Prudential’s disciplined real estate development fund fits nicely into a client’s investment portfolio.

The Capital Prudential Real Estate Income Opportunity Fund offers investors access to the attractive returns from mid-scale real estate development delivered as a regular income stream paid monthly with reasonable stability of capital.

Get in touch!

Capital Prudential recently presented at a number of our professional development events and we encourage advisers to review the Income Opportunity Fund’s profile on SQM Research. As always, please ensure you review the fund documentation to see if the product is right for your clients.

 

Mortgage Mate – Referral Partnerships

This is a great in-house program for your clients to utilise… You can initiate the conversation by asking this open-ended question: “When was the last time you checked your mortgage to make sure you are getting the best deal, and you are structured tax effectively?”

The team are offering competitive rates, and should you refer your clients to Sequoia Home Loans, you will receive:

• a 35% upfront referral payment on the upfront commission (no further licensing fee paid)
• a 35% ongoing payment on the ongoing commission for the life of the loan
• Security knowing your clients are being serviced by Sequoia Home Loans experienced brokers.
• Access to the sharpest lenders interest and lowest interest rates available
• Build revenue with little to no outlay
• Increase your practice valuation

If you are interested in discussing a “Mortgage Mate” partnership, get in touch with Glenn Loadsman (click to email)– State Manager for InterPrac NSW.

 

 

This episode of “The Advisor’s Compass” is presented by Capital Prudential.

Terms & Conditions:

This presentation was produced and distributed by Sequoia Financial Media, which provides news, information analysis and commentary which is general in nature and not financial or investment advice. Viewers should obtain independent advice based on their own circumstances before making any financial decisions. Prices published are accurate subject to the time of filming and shouldn’t be relied upon to make a financial decision.

Sequoia Financial Media has commercial relationships with some companies and guests on this platform.

Sharecafe and Finance News Network trade under Sequoia Financial Media Pty Ltd (ABN 31 117 966 328) and is owned by Sequoia Financial Group Limited (ASX:SEQ), which makes no representation or warranty with respect to the accuracy, completeness or currency of the content.