Sarah Daly

A Q&A with Sarah Daly;

Have you won any awards for your services?

• Nominated for Women in finance 2022 within the aggregator

Do you charge a fee for your services?

In almost all scenarios you are not required to pay a fee for our services. Instead, we’re paid a commission by the lender you choose through. Learn more here or get in touch if you have any questions.

What types of loans or clients do you work with the most?

Sarah's favourite area of expertise is helping first-time homebuyers make informed decisions and find the best finance options based on their immediate and long-term goals. She is committed to guiding her clients through the buying process and ensuring they feel educated and supported every step of the way.

Why should someone choose you rather than going to a bank?

The main reason is that as a mortgage broker I am legally required to work in your best interests and explore a number of options (from different lenders) to find a solution that suits you best. Banks on the other hand are businesses with shareholders, and unfortunately they answer to those shareholders and not the customers. Everything we do is about getting the right outcome for you.  

The other reasons I would say that using a broker is preferable to a bank is choice and also service. We have over 60 lenders on our panel and have access to hundreds of products for all different types of client requirements. If you’ve previously been pushed back on by the bank, we can help find a lender that will say yes.

What support do you offer your clients?

Our team of 8 brokers and 14 support staff are experts in every aspect of the property buying and refinancing process, providing support every step of the way. From determining your borrowing capacity and finding the perfect property, to coordinating with real estate agents and navigating the post-settlement period, we make the loan process simple and easy. But our services go far beyond that, including assistance with conveyancers, insurance, and more. We also offer access to our comprehensive network of professionals, such as buyers advocates, conveyancers, financial advisers, builders, and accountants, (see more here). to be our clients' first port of call for any financial requirement they may have throughout the different stages of the process.

What areas do you service?

Armstrong Creek, Mount Duneed, Grovedale, Marshall, Belmont, Ocean Grove, Barwon Heads and surroundings

When you’re not working, what do you spend your time doing?

Outside of work, Sarah loves spending time at Geelong's beautiful beaches with her family and their French bulldog, Mario, who is the real boss of the family!