About Steve McLean
Why seek finance advice from me?
Steve is a highly focused professional helping clients with all their Mortgage Lending requirements.
He first became a Mortgage Broker in Mackay whilst then deciding to move to Melbourne 15 years ago so he could specialise in finance structures for long term investors using his knowledge gained through developing and building his own property portfolio, including 2 Muffin Break Franchise Stores with over 30 Staff.
Many clients are not aware of their ability to build an Investment portfolio while achieving their future retirement goals. Finding an investment and loan structure that matches your budget and lifestyle is crucial. Our clients learn how to understand to maximise Capital Wealth in their portfolio through tax benefits, depreciation allowances, rental reviews, understanding the banking world while having correct structures and strategies. Risk management is crucial.
He understands the importance of such a big decision to invest, including the stress it can cause and he is more than happy to provide the required information to help you make informed decisions, while answering any questions or concerns you have. He is always here to share his knowledge and ideas with you.
Steve always has helped clients through the Lending process, from application to settlement, then continuing with annual reviews. Getting a loan is one thing, but clearing is GOLD.
Steve’s team endeavours to provide the highest level of customer service, and is determined to meet and exceed your expectations. Whether you are buying your first home, moving postcodes or an investment property.
Steve holds a firm belief that any purchase or lending, should only be made after the individual/s can tick the comfort box.
You don’t need to reside on the Gold Coast, many of his clients are interstate and even overseas.
Want to know how we do what we do? Give us a call today! Best start is a chat and a cup of coffee.
From my many years in the finance industry, I have built up a strong network of trusted professionals to help you with all aspects of your finance needs and inquiries.
These are professionals who I use personally and within my business every single day.
- Financial Planners
- Real Estate Agents
- Architects & Property Subdivision Experts
- Personal and Car Loan Specialists
Getting through the mortgage process can be easy!
The key is in understanding which lender to choose is best done with experience and understanding. By talking to an experienced Mortgage Broker most of the work can be done for you. I search 100’s of home loan products and features from a wide panel of banks to secure the most competitive loan for my clients financial situation.
- Certificate IV - Financial Services
- Diploma of Financial Services (Finance/Mortgage Broking)
- PIAA Certified Consultant (Property Investment Association of Australia)
- Credit Adviser (CA)
- Full Member of MFAA since 1998 (Mortgage & Finance Association of Australia)
- Member of COSL (Credit Ombudsman Service Limited)