What we'll do for you.
From understanding your goals to settlement and beyond, here is how we’ll work together.
First home, next home or first investment, we all start somewhere, why not start with a plan?
I have worked with Simon for over 10 years and he has handled more than 8 different home loans and refinances for us. It is his knowledge of property investment and forward thinking that keeps me going back to him. He doesn’t sugarcoat anything and tells you like it is which is what I appreciate.
Thank you Simon and team for all your help.
My wife and I needed to find an experienced mortgage broker who could assist us in refinancing our home and investment property and business loans. Simon has been wonderful to help us with this, he ensured they were not cross securitised, structured correctly with a reputable bank and guided us in the best way to release equity from the properties to purchase an additional investment. Simon is attentive to details a great guy to chat with and discuss options. Ultimately Simon is interested in helping us reach our goals, and we know that we can rely on him for our future lending strategies.
Most (who try) will try growing their wealth through trial and error, by 'hoping-and-praying'... by stumbling and trying to figure it all out by themselves. I call this "guesswork". It's unreliable, extremely stressful and prone to fail.
I've spent over 10 years perfecting property investment planning that works... this isn't my first rodeo.
From understanding your goals to settlement and beyond, here is how we’ll work together.
We’ll take the time to understand your unique situation and goals.
We’ll do thorough research, provide you with a few loan options and help guide you through your decision.
Once you’ve selected your preferred loan we’ll do the legwork to get it lodged, approved and settled.
We’ll stay in touch to make sure that you still have the right loan as your situation changes (and try to save you money along the way!).
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