What we'll do for you.
From understanding your goals to settlement and beyond, here is how we’ll work together.
Supporting Your Wealth Creation Through Strategic Mortgage and Business Finance Solutions
I’m here to help you navigate the world of property and business finance with a focus on long-term wealth creation. My goal is to support you in achieving your financial objectives, whether that means investing in property, refinancing for better returns, or finding the right financial solutions for your business.
Finance Broker residing in Margaret River and servicing the South West including Augusta, Dunsborough, Bridgetown, Pemberton.
I'm a mobile Mortgage Broker based in Karridale, WA, and while I'm happy to service all of WA, I have client's all over Australia.
I have 34 years of experience and qualifications in the finance industry, both in Corporate Finance (19 years in the Sydney CBD) and now 15 years with my Mortgage Broking business.
My specialties lie in providing finance solutions to help you grow your wealth. Wealth creation may be in the form of someone looking to expand their property portfolio (via individual ownership or through an SMSF or Trust) as well as Finance to help you grow your business.
I focus on tailoring solutions for your individual needs, then help you through the whole process from initial loan application to settlement, and beyond, aiming to make the whole process easier for you.
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Understand your goals
We’ll take the time to understand your unique situation and goals.
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Provide you with some options
We’ll do thorough research, provide you with a few loan options and help guide you through your decision.
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Get it sorted for you
Once you’ve selected your preferred loan we’ll do the legwork to get it lodged, approved and settled.
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Help you save
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!).
What makes us different?
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Your own personal, non-bank affiliated loan expert |
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Free for you1 |
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We work in your best interests (we’re not owned by a bank) |
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Fast turnaround times2 |
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Access to over 60+ banks and lenders in one place3 |
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Ongoing support and guidance once your loan has settled4 |
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