Mortgage Broker and Adviser

Mortgage Broker and Adviser from EquityVision Pty Ltd

By: EquityVision Pty Ltd  09-Oct-2013
Keywords: Mortgage Broker, Mortgage Brokers, Loans & Mortgages

I have owned my own Mortgage Broking and Advice business since 2003. My aim is to provide every client with exceptional service, managing the overall loan and property process and communicating every step of the way. I am a CPA and have a Bachelor of Commerce, a Diploma of Financial Services (Mortgage Broking), a husband, a young daughter & a cat. One of my favourite challenges is to help families make the move to the ‘family home’. It’s a very exciting and rewarding part of the property journey when a couple with young children buy a home with a backyard that has space for the kids’ trampoline. I enjoy helping them along the pathway to that final outcome by assisting the family though their unique financial decisions. It’s always more than a simple financial decision, as it’s a time when the family’s overall goals have to be discussed and agreed upon, and there are many emotional aspects to be considered. I specialise in residential home loans and residential investment loans, and other clients I enjoy helping are first home buyers, re-financers and property investors. Leveraging over 20 years of business and finance experience and strong lender relationships, I deliver personalised mortgage solution options from my extensive lender panel, empowering my clients to choose the right home or investment loan. My Client For Life approach means that our relationship doesn’t stop at loan settlement. My clients receive free ongoing reviews to confirm their loan still meets their unique needs and to ensure that their loan interest rates and fees are still competitive. I am the first point of contact for my clients when they have any loan questions or queries. I have great networks and contacts in all property, debt and financial planning related industries, so if I don’t know the answer, I can always point my clients in the right direction for specific expert advice.

Keywords: Loans & Mortgages, Mortgage Broker, Mortgage Brokers, Real Estate Loans

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