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🎙️ From Big 4 Banker to Broker: How Neo Finance Finds Solutions Banks Can’t

In this episode, we sit down with Evan Reid - founder of Neo Finance - to explore how he went from a 14-year career in Big 4 banks 🏦 to building a brokerage that gives clients access to 60+ lenders 🔑.

Evan reveals why chasing the lowest interest rate might be holding you back and how the right loan structure, lender policy, and strategy can unlock real growth 📈.

Here’s what we cover:

• 🔄 Why Evan left the banks to create Neo Finance

• 🧩 The benefits of 60+ lending options

• 🧠 Why rate isn’t everything and why structure and policy matter more

• 🚪 Helping clients who thought property was out of reach

• 👥 The power of the right team around your portfolio

• ⚖️ Balancing business growth with personalised service

• 🧮 Short-term sacrifices vs. long-term portfolio wins

Whether you're a first-time investor or scaling your portfolio, this episode is packed with insights to shift your strategy and mindset. 💡

Learn, invest, grow!

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Disclaimer:

The viewer/listener acknowledges and agrees that:

1. Taylored Property Wealth Pty Ltd is a licensed Buyer’s Agency operating in New South Wales, Australia. It is not a licensed financial adviser, accountant, solicitor, mortgage broker, builder, engineer, architect, town planner, or property manager.
2. The information provided in this episode (or any related media content) is general in nature and does not...