Support your clients who may have overspent during the festive season 

The holiday season often brings joy, celebration and extra spending. Many clients may enter the new year facing credit card debt, Buy Now, Pay Later (BNPL) obligations, or personal loans that can quickly add up. As a broker, consider reaching out to clients and offering finance solutions, particularly through debt consolidation. 

By proactively marketing debt consolidation, you could help clients reduce interest costs, simplify repayments, and regain financial control— which may strengthen your relationships and position yourself as a trusted finance partner.

How to market debt consolidation to your clients 

Consider engaging with your clients with a tailored debt consolidation message. Here’s how you can position your services effectively:

1. Create your mailing list

Build your mailing list by accessing the All Contacts report in AFG Analytics. To find this, go to Analytics and open All Contacts. Learn more about this feature in All Contacts – Help. 

2. Use digital and direct marketing

Once you have your mailing list, use multiple channels to educate clients on the benefits of debt consolidation: 

• Email campaigns: Send a targeted email to educate clients on the benefits of debt consolidation (template below). 

• Social media posts: Share tips and client success stories on how consolidating debts can reduce financial stress. 

• Blog or newsletter content: Create educational content that highlights how brokers can help with post-holiday finances.

3. Engage clients with personalised conversations

• Use annual reviews or check-ins as an opportunity to discuss refinancing options. 

• Offer a free finance health check to identify potential savings. 

• Frame the conversation as helping clients reduce financial stress rather than just selling a product. 

Ready-to-use email copy for your clients 

To make client engagement easier, we’ve created an email template that you can send to your database. Simply personalise it and start reaching out today. 

👉 [Download the debt consolidation email template] 

Please note Australian Finance Group Ltd does not provide tax, legal or accounting advice. Any information or examples provided in this email are of a general nature only and do not take into account the objectives, financial situation or need of any particular person. You should consider the appropriateness of the information with regard to those matters and consult your own tax, legal and accounting advisors before engaging in or considering the appropriateness of any transaction.