About Michael Roberts
People often ask me for advice about how to better manage their finances and take control of their mortgage while trying to keep up with the cost of living. The funny thing is that most people think it's hard. It truly is simple: work out what your goals are and then seek professional advice on how you can best achieve those goals.
Qualifications and Memberships
- Diploma in Financial Services
- Certificat IV - Mortgage Broking
Home loans - think long term
The majority of my business is First Home Owners and clients looking to use equity in their home for investment purposes. I specialise in finding solutions for clients to firstly help eliminate their non-deductible household debt and then to build wealth through investment. Once the relationship begins, my aim is to keep the customer for life and assist them, their friends and their families with all financial transactions in the future.
We recently finalised the purchase of a new home and although we entered into the market with a degree of trepidation, in hindsight we didn't need to. Our best decision was to utilise the services of Michael Roberts through his mortgage & financing business & hence not set foot in one bank. Michael built our trust almost instantly and after spending a good deal of time listening to & considering our own personal circumstances, he went on to recommend a loan package that took all these into account. But it didn't stop there - Michael proceeded to walk us through the maze of applying, settling & everything in between and with his assistance, we settled on our new home on time and with a minimum of fuss. I would recommend anyone in the market to give him a call & experience the difference.
Simon & Kaylene Rollin, Orange NSW
I have over 10 years experience in the financial services industry and have been providing professional mortgage solutions for clients since 2005. In that time, I have built a large network of clients from all parts of Australia by providing personal and professional service and maintaining contact after loan settlement.
Over the last 7 years, I have also worked with InvestSMART Financial Services, an online research and transaction site that provides discounted access to financial products. My role included responsibility for budgets and corporate strategy, business development, sales and website maintenance.
I have a keen interest in all areas of business, aiming to build businesses of my own as well as help clients and businesses achieve their goals.
I recently purchased a new home and used Michael Roberts as my mortgage broker. Being my first home loan, I had no idea of where to start with the whole mortgage process. My broker, Michael Roberts was extremely patient and easy to deal with. Throughout the process he was professional, listened to my needs and was able to find a loan that suited me perfectly. Not only did Michael ensure that the process ran smoothly, he helped me understand more about how mortgages work, strategies to reduce my mortgage quicker, and the differences between types of loans. I would have no hesitation in recommending Michael to help anyone in the future.
Michael Boyd, North Sydney, NSW
Customers Sydney Northern Beaches, and overseas customers
Based in the Manly area of Sydney, I mainly service the Northern beaches suburbs including Balgowlah, Seaforth, Allambie, Harbord, Curl Curl, Dee Why, Mosman, Neutral Bay, Cremorne, Collaroy, Narrabeen, Cromer, Beacon Hill, Brookvale, Frenchs Forest, Forestville and Narraweena. I also have clients as far away as Newcastle, Brisbane, Perth, Yass, Parkes and Orange and have recently helped arrange finance for clients in Singapore. I am able to service my clients wherever they may be and will travel to help them out if and when required.
Michael Roberts provided us with professional and efficient service and advice on every occasion we dealt with him. The purchase our first home was quite a scary experience, but was made so much easier with Michael's help and experience. The entire mortgage process was completely foreign to us, but we soon began to gain knowledge through the informative and detailed information that we were given whenever we spoke with Michael. We were so pleased with the service provided that we are currently in the process of using his services again for Finance on an Investment Property.
Nicole and Patrick Doyle, Newcastle, NSW
Over the last couple of years, my business has both donated, and helped raise money for, several worthwhile causes including the Cancer Council, Movember and the â€˜World's Greatest Shave'.
I just thought I would thank you Michael so very much for assisting us with our new home loan with the Commonwealth Bank. I have found your service to be second to none, and the assistance you have given us through the process has enabled us to obtain a far superior product than our previous home loan, and saved us a lot of time with research on which home loan best suited our particular needs. I particularly appreciated having you deal with the bank on our behalf from the outset through to completion. We are extremely happy with the overall package obtained from our new bank, and find the products they offer us to be very easy to use and are all linked together which enables us to keep abreast of our financial situation on one website. Once again, thank you for finding us a great product and enabling us to far better manage our finances.
Tonia and Kevin Eaton, Warner, Qld