Finance and Mortgage Broking Exercise 2

FINANCE AND
MORTGAGE BROKING
Exercise 2

EXECUTIVE SUMMARY
The organization is a mortgage broking firm engaged in providing the finance and
mortgage related services in Australia. This project is a marketing or business plan that would
guide the company to ascertain different ways or techniques to maximises the overall growth and
development possibility. All different strategies on the basis of the strategic evaluation will be
summarises under this project. Segmentation, targeting and positioning would allow
implementing the whole plan. In context to any plan implementation is the most significant stage
and proper monitoring and control would be done so that best results against the plan could have
been generated.

Table of Contents
EXECUTIVE SUMMARY.............................................................................................................2
INTRODUCTION...........................................................................................................................4
MAIN BODY..................................................................................................................................4
Situation Analysis........................................................................................................................4
Marketing Goal............................................................................................................................7
Marketing strategy.......................................................................................................................8
Market Segmentation...................................................................................................................9
Market Positioning.......................................................................................................................9
Marketing Tactics......................................................................................................................10
Research.....................................................................................................................................11
Consumer Behaviour.................................................................................................................12
Marketing Budget......................................................................................................................12
Evaluation..................................................................................................................................13
Implementation of Plan..............................................................................................................14
CONCLUSION..............................................................................................................................15
REFERENCES................................................................................................................................1

INTRODUCTION
Mortgage Brokering Firms in the present era, is the most demandable and also highly
competitive business. In order to maintain and expand the business in the Australian market or
all over the world the company need to understand the pros and cons of the marketing strategy.
This report will describe the situational analysis and the marketing goal, strategy and tactics in
order to implement it within the business.
MAIN BODY
Situation Analysis
Situation Analysis is a process that is about to assess and analysis the whole situation.
This involve tools like PEST Analysis, SWOT Analysis, competitive analysis and the market
analysis. All these four models would allow the business entity to formulate the most suitable
plan for the business operations.
SWOT Analysis
This is a strategic choice that is about to assess the internal situation of the business
entity. This is an internal assessment about the strength, weakness, opportunities and threats
associated with the business entity.
Strength:
 Human resource management is dynamic.
 Financial management is sustainable for the company.
 Marketing practices are dynamic and engaging.
 Training and development campaigns of company re well stable.
Weakness:
 Inflation in economy.
 Market is less informative.
 Not much scope of innovation and product development.
Opportunities: