EPISODE · May 20, 2026 · 1H 35M
Rachael McKenzie: Rethinking Mortgage Broking in a Changing Financial Landscape
from Tavis Shearer: Resilience In Business · host TRS Resourcing
What does it really take to navigate the future of mortgage broking, money, and home ownership in a rapidly changing world?In this episode, Rachael McKenzie joins Tavis Shearer for an honest conversation around mortgage broking, financial education, and the evolving landscape of property, lending and client support. From what separates a great broker from a transactional one, to shifting generational attitudes toward property, Rachael explores how expectations around home ownership and financial advice are changing. The discussion also looks at the role of technology, AI and offshore capabilities in shaping the future of the broking industry, improving efficiency while redefining how brokers deliver value. Rachael also shares insights into her community work with Lioness Loans, a social enterprise co-directed by Rachael, focused on supporting and empowering single mothers through financial education and connection. Topics covered: • What makes a great mortgage broker • Financial education and long-term client relationships• Changing attitudes toward property across generations • The future of broking: AI, tech and offshore support • Efficiency and evolving industry models • Community impact and financial empowerment• Purpose-driven leadership and giving backIf you’re a first home buyer, investor, or industry professional, this conversation offers valuable insight into where the property and finance world is heading. 🎙️ Hosted by Tavis Shearer🎧 Featuring Rachael McKenzie #Podcast #Finance #MortgageBroker #FinancialEducation #FirstHomeBuyer #Property
What this episode covers
What does it really take to navigate the future of mortgage broking, money, and home ownership in a rapidly changing world?In this episode, Rachael McKenzie joins Tavis Shearer for an honest conversation around mortgage broking, financial education, and the evolving landscape of property, lending and client support. From what separates a great broker from a transactional one, to shifting generational attitudes toward property, Rachael explores how expectations around home ownership and financial advice are changing. The discussion also looks at the role of technology, AI and offshore capabilities in shaping the future of the broking industry, improving efficiency while redefining how brokers deliver value. Rachael also shares insights into her community work with Lioness Loans, a social enterprise co-directed by Rachael, focused on supporting and empowering single mothers through financial education and connection. Topics covered: • What makes a great mortgage broker • Financial education and long-term client relationships• Changing attitudes toward property across generations • The future of broking: AI, tech and offshore support • Efficiency and evolving industry models • Community impact and financial empowerment• Purpose-driven leadership and giving backIf you’re a first home buyer, investor, or industry professional, this conversation offers valuable insight into where the property and finance world is heading. 🎙️ Hosted by Tavis Shearer🎧 Featuring Rachael McKenzie #Podcast #Finance #MortgageBroker #FinancialEducation #FirstHomeBuyer #Property
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Rachael McKenzie: Rethinking Mortgage Broking in a Changing Financial Landscape
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