About Joseph Daher
With over 6 years of experience in the banking and finance industry, Joseph holds a bachelor degree in Banking and Finance, along with a certificate IV in Mortgage Broking.
Having a strong understanding of self-employed structures, Joseph is able to assist any type of client regardless of their income structure.
Having worked directly for a bank in both a leadership and in a lending role, Joseph understands what is required to assist with achieving a great outcome for his clients.
Joseph works with a range of customers: from first home buyers, or home owners looking to upgrade, to sophisticated investors with extensive property portfolios. He is comfortable with complex financial strategies and has an entrepreneurial “can do” approach to their portfolios.
Joseph prides himself on his knowledge and expertise in finding the most suitable loan for his clients' specific situation.
Once the loan has been settled, Joseph doesn't believe that his work is done and he is active in making sure clients have a point of contact and are able to get information as required. He also helps ensure that issues such as repayment schedules and the provision of other facilities, including credit cards, are organised.
Joseph is acutely focused on the ongoing care and maintenance of your financial structures. He ensures his clients always feel that they have a point of reference, and that he is available to assist in any way possible.
When the time comes to review the next phase of your investment strategy, he is on hand to help with whatever is required. This includes assisting with the identification of suitable assets to buy, to assessing the suitability over time of the finance structures in place.
‘I scored Joseph a 10 as he was absolutely amazing. He made the whole process stress free and easy for me. He came to my workplace to get documents or to sign contracts etc. He is professional and knew what he was talking about. He was kind and patient the whole time. I would like to thank him as the loan consolidation is something that I never thought would happen for me. It will make a huge change to me. Thanks so much Joseph’ – Beverley, September 2017
‘Joseph was an absolute pleasure to deal with. He went well out of his way to come and see us and kept us up to date every step of the way’ – Jana, June 2017