Nelson Financial’s top brokering recognised

Local family business Nelson Financial’s expertise and service to its clients has been recognised at this year’s prestigious Australian Financial Group (AFG) Broker Awards.

The ceremony was held at the Crown Ballroom and attended by Victoria’s leading brokers. The Torquay-based firm was awarded Regional Broker of the Year for Victoria/Tasmania, and was a finalist in Industry Community Broker Group.

This year’s win follows last year’s success for Nelson Financial when it received the Community Award, acknowledging outstanding volunteer work within the region.

AFG was established in 1994 and has grown to become one of Australia’s largest mortgage broking groups and leaders in financial solutions.

Nelson Financial director Paul Nelson said the Regional Broker of the Year award was judged on five key areas across the business.

“This is great recognition of our business – we are very humbled to win the award and receive recognition from our peers within AFG.”

A accolade like this is an outstanding team achievement which requires streamlined processes and fluid communication with our clients, making the entire loan process as seamless as possible.” Mr Nelson said Nelson Financial had worked hard through 2021 and 2022 to ensure workflow is efficient, and clients are seeing the benefits.

“We pride ourselves on educating our clients, which has always been top priority, so that they make can make an educated and informed financial decision with their financial direction.”

The staff at Nelson Financial are always ready to assist all the way through the loan process and after the loan, and are constantly trying to obtain better outcomes for our clients through the technology we have invested in.

The whole team is on board to achieve financial fitness for all its clients and understand how to manage their cashflow.

Nelson Financial opened in 2011. Mr Nelson has been in the lending and financial field since 2001, and the team has 45 years of combined experience.

“We are honoured to be given the award,” Mr Nelson said.

“It truly reflects the team efficiency we all work towards and communication that is second to none to all our clients – that is a byproduct of what we do but is very humbling and the team are excited to be honoured with this.”

He said the team thanked all its clients for allowing Nelson Financial to be their broker and help achieve their financial dream of their home.

“Being a part of this journey with our clients is what we love, it is so rewarding to see clients in their own home, achieving the great Aussie dream of home ownership.”