Your local mortgage broker in Rhodes, Lane Cove, Chatswood, North Sydney and the Greater North Shore
My extensive experience in finance broking, credit analysis and mobile banking - as well as business development for Loan Market head office - has seen my business built on strong foundations of service and compliance.
A lifelong north shore local with offices in both Lane Cove and Rhodes, I am fluent in Mandarin and Cantonese which enables improved service delivery to many of my customers.
My business model sees a focus not only around interest rates but also on education and understanding my clients’ unique requirements to deliver a tailored loan structure for them.
Combining Loan Market’s leading digital technology offerings with this traditional service model, I streamline and simplify the finance application process to deliver my clients the right outcomes for them in the shortest possible time.
Refinancers and investors
Investment finance requires a unique structure to capitalise on the various tax benefits and ensure a safety buffer is built into the loan. My specialised understanding of this will help maximise your investment return.
Consolidate your credit cards and personal loans, unlock the equity in your home to invest and get a competitive deal on existing loans. Debt consolidation is one of the fastest way to improve your financial position.
With a strong understanding of business operations and finance, I am perfectly positioned to assist in securing finance to open or scale your business, manage cash flow or secure commercial property or assets.
Whether you’re upsizing, downsizing, refinancing or a first home buyer, ensuring you have the appropriate knowledge and strategy behind your purchase - beyond rate and repayment - is critical.
Business owner or self employed? Lenders have unique requirements of which I have intricate knowledge from my time as a credit analyst. By knowing this, I can make sure we submit your application to the right lender and save you time when it comes to getting you approved.
Asset finance: Personal loans, car loans, business and equipment finance
Whether you’re looking for a personal or vehicle loan such as for a car or boat, or finance for your business such as vehicles or machinery, my experience, knowledge and contacts will help secure your loan.
Commercial property finance
Whether you’re seeking a tenanted investment or a permanent location for your business operations, you can draw upon my contacts, knowledge and systems to ensure a simple loan application and approval process.
Did the new year renew your clients' property ambitions?
What a difference a year makes. When we reflect on housing and lending in 2019 there is a theme of uncertainty. The property market took a downward turn, and financial institutions got hauled before the public to explain a myriad of practices that subsequently caused the regulator to impose stricter rules on investor and interest-only loans. The confluence of these two factors injected concern into the minds of buyers and borrowers. But much has changed since then and subsequently borrower sentiment and determination to enter the market has re-emerged.
Help more clients turn their financial resolutions to reality
I get an influx of clients with optimism and determination booking appointments at the start of every year. They plan to buy an investment property, or set up their children with their first property, and couples start getting serious about the first home purchase. You likely get the same sort of enquiry at the beginning of every year. Clients who have had time to reflect and plan over the festive break, and come back in January with goals. Research shows that around half of us make a New Year's resolution but only 12 per cent stick to it.
Goal setting vs goal kicking: five ways to win in 2020
It’s a new year! So, you’re going to be thinking about how you want this year to be an improvement on the last. I have some home truths for you. Some things you need to hear. Half of us in Australia set new year’s resolutions, but only 12 per cent of us stick to them. So, as a valued client of mine, I want you to know how to not just goal SET for 2020, but how to follow through and KICK goals too. We’re going to do this. You ready?