Natasha Menon

Industry Insider | Mortgage Broker Growth

Strategist | Financial Performance Expert

Natasha Menon has more than 15 years’ experience in financial services working with some of the most successful professionals in the field. Accountants, superannuation advisers, SMSF experts,retirement planners, financial planners, wealth managers and most importantly, mortgage brokers. Natasha has been at the forefront of mortgage broker business success, working with brokers across various service plans and gaining unparalleled access to the inner workings of high-performing brokerage firms. Her expertise extends beyond the surface. She has:

 Shadowed top decision-makers, attending confidential meetings and analysing financial data from mortgage brokers of all sizes.

 Worked closely with the most profitable broker business owners uncovering what truly drives growth, sustainability and long-term profitability.

 Served as the only Broker Business Performance Analyst within the Profit team gaining deep insights into trail book buying & selling and understanding the financial challenges brokers face at every stage of their journey.

Natasha is on a mission to arm new to mid-sized mortgage broker business owners with the insights, strategies and foresight they need to scale their businesses, maximise their profitability and futureproof their success.