Tuesday, March 21, 2023
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Dealer banks on company data


In July 2021, long-term non-public banker Daniel Vizza determined it was time to go away the world of banking behind and open his personal brokerage.

Vizza (pictured above) and his cousin Adam Vizza, who labored in business banking, launched Vita Finance in Sydney. The cousins shared the identical dream for a few years of at some point going into enterprise collectively.

“I used to be with CBA for 12 years and began within the enterprise banking sector taking care of SMEs, nonetheless spent most of my time on the financial institution as a non-public banker managing my community of excessive net-worth purchasers,” Vizza stated. “I might usually discuss this with Adam who was with NAB for over 10 years and talk about launching our personal enterprise at some point, so in July final yr, we made it occur.”

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Vizza stated it took loads of braveness to department into the dealer world, particularly throughout COVID-19.

“It was an attention-grabbing time to launch our enterprise between lockdowns,” he stated. “Via our mixed expertise and connections, we had been in a position to hit the bottom operating. It was a clean transition however not a great time from an financial perspective, however when is it ever a great time to start out your personal firm.”

Vizza stated he held himself to highest requirements while working at CBA.

“We at the moment are operating a non-public financial institution mannequin beneath our personal banner with over 50 lenders on our panel to help our consumer providing,” he stated. “We run as a boutique brokerage providing years of expertise with corporates and collectively have developed robust networks with bankers throughout the majors and second-tier banks.”

Vizza stated the “Vita Approach” values had been constructed upon constructing robust relationships with purchasers.

“Belief, data, transparency, key trade expertise, empathy and understanding and distinctive service rules, with you on the centre, is our firm’s mantra. Our area of interest is high-income earners and providing them an answer that their present lender can’t,” he stated.

“We work with totally different lenders to discover a resolution whether or not its credit score coverage or pricing. By working with non-public banks to get the fitting final result for our purchasers and tailoring them with the fitting resolution is our precedence.”

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Vizza stated Vita Finance labored with purchasers for not only a one-off transaction, however by a long-term monetary partnership.

“Whether or not the consumer is shopping for their first house or their tenth funding property, we wish to assist them by their journey,” he stated.

“Ongoing consumer administration is essential by making certain you could have an engagement plan persevering with to achieve out to your purchasers. Allow them to find out about any adjustments and keep related throughout their quick time period and long-term targets.”

Vizza stated brokers ought to stay on the entrance of their purchasers’ minds and at all times present them with distinctive service.

“It isn’t laborious, dedicate your craft and put the consumer on the centre of what you will assist obtain for them,” he stated. “Hearken to your purchasers and ensure they’re driving every interplay. That is the important thing to long run profitable consumer relationships.” 

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