Mortgage Broker in Penrith, Blue Mountains & Western Sydney
Based in Penrith and servicing the Blue Mountains and western Sydney, I am an accredited financial planner and finance broker able to deliver bespoke finance solutions that cater for all types of situations.
Our model is simple, we think outside the square, so not matter what your current financial situation or need, we will endeavor to find the right solution for you.
Educating clients about varying investment strategies and lending terms is core to my offering and my goal is to ensure clients can always make informed decisions.
Delivering personalised service and ‘outside the box’ solutions, I work one-on-one with clients throughout the financial process to help them build a prosperous and positive financial future.
Strategic financial solutions
In recommending finance solutions, I factor input variables across the finance spectrum, from capital gains and negative gearing, to shares, property portfolios, future earnings capacity and long term plans.
As a qualified financial adviser I have a deep understanding of Australian tax and ensure financial products are structured around tax minimisation and your unique financial position.
Self-Employed & SME Loans
Offering both business and asset finance solutions as well as short-term business loans to provide expedited cashflow solutions, my business operations, tax and financial product knowledge will ensure you receive a structured solution tailored to your unique situation.
Residential & Investment Home Loans:
With most brokers having over 30 lenders on their books, securing a competitive home loan rate is usually pretty straightforward.
Helping people consolidate and minimise debt and build financial strength is one of the most rewarding aspects of my job.
My status as a financial planner and SMSF Specialist has provided a deep understanding of SMSF property investment and I regularly assist people to use their superannuation to invest in property and build a strong and secure retirement.
As with other loan types, intimate knowledge of unique finance products is critical, as is matching loan structure to the position of an individual or business to cater for borrowing capacity, tax, liability and repayment factors.
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