Helping Clients Save Thousands of Dollars in a Competitive Market
We recently met with a client who had a mix of business and residential debt totaling approximately $600,000. They approached us to see if we could get a better deal with their current lender. Based on our industry experience, we knew immediately that the clients were paying substantially more than they should be, based on […]
Helping First Home Buyers Consider Their Options
This month, we saw a couple that are self-employed and were struggling to get finance for their first home. As first home buyers, they opted for a specific type of loan for applicants with low deposits, however due to the complexity of their business structure, the lender would not grant them the finance that they […]
Why it Pays to Use a Mortgage Broker in a Competitive Market
In such a competitive market, it pays to use a mortgage broker who will spend the time to find you the most competitive loan product as well as interest rate. With so many loan products on offer, it’s sometimes hard to know which product will benefit you most. We recently assisted a client who had […]
Saving Clients Time & Money with Outstanding Customer Service
We recently assisted a self-employed client who sold their successful business and was having difficulty restructuring his business loan. His existing lender had set up a loan that was used to purchase a property prior to the sale of the business. However, the bank had cornered him without him knowing and set up the loan […]
Helping Clients Reach Their Future Goals
We were recently approached by a client who had previously received a finance pre-approval by a bank manager from a lender. Armed with the finance pre-approval, the client proceeded to go out and make an offer to purchase a property. However, once they returned to the bank with the contract to purchase, the client was […]