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What We Do

Our purpose is to “help U save money” and provide you with a quality service while treating you with respect as a person and client.

How?

By getting to know who you are and then providing solutions for improving the structuring of your debt/finances along with use of the right debt product(s) for you, the client. Whether you are an individual client or a business client.

Why?

Because finance and the opportunities that it creates (e.g. buying your own home, buying a business asset, etc.) and the costs associated with accessing that finance can be key to a person’s or business’s overall financial success.
Hence, there is an opportunity for us to assist clients with how they have their credit structured. Along with their loan product(s) and lender choice considering the highly competitive and complex finance market.

What do we do as mortgage and finance brokers?

We’ll help you navigate the competitive and ever-changing mortgage landscape to find the right loan and loan structure to suit your personal circumstances. To do that, we like to get to know you, your needs and goals and what you are looking to achieve. This includes understanding what product features may work best for you. We then research the market with the aim of finding you the optimum choice in as straightforward and fast a manner as possible.  Negotiating to get you the best deal, as your needs and interests are our principal focus.

Why use us when looking for finance?

A mortgage broker is someone who researches the market and shops around for the home loan that’s right for you. Whether you’re in the market for your first home or building a portfolio of investment properties, we have access to hundreds of loans from a host of Australia’s leading lenders. Think of us as your “team” working in the market every day to find you the right deal.

We do the hard work for you.

We make sure you get the right home loan for your circumstances and will manage the process from start to finish.  Keeping it as simple and straightforward for you as possible.

When should you see us and what can you expect?

You can see us at any stage in your financial journey. You might still be saving for your first home, wishing to use the equity in your current one, or wondering if you’re still getting the right deal with your existing lender. You can make an obligation-free appointment with us at a time and place that suits you.

We will ask about your financial circumstances and objectives to find out what’s important to you in a home loan. For example, flexibility might be important because you plan to start a family, or you may want ready access to equity for a rental property or for renovations. Whatever your plans, we will research the market and recommend the right home loan to suit your needs. Always looking for the right loan for you, not the lender.

Looking for help with finance?

Professionalism at every turn.

We pride ourselves on our professionalism in every facet of our business. Simply click here for a copy of our Internal Dispute Resolution (IDR) process.