Mortgage broker in Mornington Peninsula, Casey and Cardinia
Julia is a Mortgage and Finance Broker with a difference. As a Certified Practising Accountant and background in finance, Julia utilises her knowledge and experience to help her clients fulfil their property goals. Servicing the Mornington Peninsula, she is passionate about helping her local clients meet their financial goals. She is committed to providing her customers with a unique customer experience and helping others achieve their financial freedom.
Offering a range of specialties from refinancing to purchasing a new home, Julia can assist you with commercial, asset financing, vehicle purchases and self managed super funds.
Julia is an active member of the Mornington Peninsula community.
Whether you are a First Home Buyer constructing your own home or buying an established property, Julia can help you understand residential mortgage loan options.
Property investment options can vary depending on your current financial situation. Julia is able to draw on her finance background to assist you with property investment loans, including using your current equity to build a property portfolio.
Julia can assist you in accessing equity in your property and consolidating debt structures to save you money or find you a more competitive loan to free up your cash flow.
Commercial lending specialists facilitate lending for expanding your business, purchasing a new business or even asset purchases.
Vehicle and Asset Finance
Purchasing a new business or personal motor vehicle can vary depending on your circumstances. Asset finance comes in a range of options, including leasing for a range of assets from medical to motor vehicle.
Self Managed Superannuation Funds
Small business owners can take advantage of SMSF lending to boost their retirement. With a background in accounting we are able to demystify your options.
Gig workers and home loans; can it work?
Tightening loan conditions, rising house prices, low wage growth...it all makes for a pretty tough environment for gig workers looking to buy a home.
Royal Commission, mortgage broking and the big four banks.
The mortgage industry have hit the headlines as the royal commission examine all elements of financial services. But who does the broker work for and what does it all mean for referral partners?
Brush up on your loans. The loan-type cheat sheet.
You’d think a loan was a loan, wouldn’t you? But there’s a surprising number of variations. So it’s worth running your eye over our little cheat sheet – it really helps you choose the type that’s right for you when the time comes...