The traditional mortgage broker, focused primarily on securing a loan approval at the best possible rate, is no longer sufficient for investors with serious wealth-building ambitions. Today’s sophisticated investors require a more holistic, strategic approach to their lending, said Son Pham, managing director of Rethink Financing. They often deal with complex structures like trusts or multiple entities, and traditional brokers aren’t equipped to advise on that,” said Pham. A traditional broker may not be equipped to advise on how lending interacts with these entities or how to structure debt for maximum tax efficiency and asset protection. The future is a 360-degree wealth solutionThe evolving needs of modern investors have given rise to a new standard: the 360-degree wealth solution.