Mortgage Broker in Penrith, Blue Mountains & Western Sydney
Based in Penrith and servicing the Blue Mountains and Western Sydney, as a finance specialist I am able to deliver bespoke finance solutions that cater to all types of situations.
Our model is simple, we think outside the square, so no 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 earning capacity, and your long term plans.
Previously working as a financial adviser, I have a deep understanding of Australian tax and ensure financial products are structured around tax minimisation for 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.
Are you a winner in this year's budget?
The 2021-22 budget has now been released. There’s a lot of talk and I want to help break down the key initiatives targeting home ownership which could help you get into the property market sooner.
Refinancing Your Home Loan - What You Need To Know
Refinancing your home loan doesn't have to be complicated.
Keep Room In Your Budget For Home Loan Fees
When you’re planning for a mortgage it can be easy to only focus on the biggest expense - the value of the property.