Above Financial Solutions 1 Page Business Plan
Overview
Above Financial Solutions has a clear business objective to promote it's Mortgage & Finance Broking services. These services have been developed with a core focus on addressing the key customer problem and associated opportunities.
The Business Objectives
When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to grow revenue. Rapid revenue growth is considered the most critical and measurable business goal. At this stage of our development, we consider this to be more important than profitability growth, although both are important long term objectives.
The Customer
Above Financial Solutions has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as helping client's to find the best possible financing solution. This is a critical issue for our selected target market of residential & commercial loan client's.
The Value Proposition
Above Financial Solutions is uniquely positioned to deliver value to the residential and commercial financing area. "Above Financial Solutions will provide a balanced combination of technology and knowledge to find the best possible financing solutions." In order to be deliver on this value proposition, we have a dedicated owner that is passionate about both technology, financial sservice & making a difference in the clients lives. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.
Competitors
We have a number of competitors within the Mortgage broking market. We consider our key competitors to be: Mortgage choice, Smartline, Aussie, Rams & other major brokers. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Mortgage choice, Smart line, Aussie, Rams & other major brokers by providing a unique mix of passion, dedication, appreciation and motivation for finding the right loan.
Key Strategies
Over the next 6 months our focus will be to reach a target of 20 clients plus referrals. This task will be undertaken in the context of our broader strategy to target growth of 100 clients with referrals. These strategies are a tactical implementation of our overall business goal as outlined above.
Milestones
Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years are: Obtain external revenue of $1000. Expand areas and locations. Enter into the financial planning space.
About this document
Mortgage broking Business Plan
This document was created by Calvin of Above Financial Solutions using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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