Mortgage broker Goldram in planning joint venture

financial-planning/joint-venture/mortgage/financial-planning-businesses/financial-planning-business/financial-planning-services/cent/

16 November 2006
| By Liam Egan |

Mortgage broker Goldram Financial Services has entered a joint venture with Clark Pacific Financial Services to expand its financial planning offering to clients.

The joint venture between the two Sydney-based firms will position Goldram in the top 10 per cent of financial planning businesses in Australia by revenue, according to a released statement.

Former Clark Pacific principal David Clark has been appointed director of financial planning at Goldram under the agreement.

He said the venture is intended to build a risk orientated financial planning business around an established mortgage broking business.

“It will enable us to offer clients greater risk protection and financial planning services at a time when most of them are embarking on the largest financial transaction in their lifetime.”

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