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.
Residential Finance
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.
Investment Finance
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.
Refinances
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 loans
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.
Latest News
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This is in your interest
A certain “set and forget” mentality slips in with mortgages. Money leaves your account to nibble on your mortgage. Meanwhile, you get on with other things. But here’s the question — if you have an interest only mortgage (IO) when does it switch to principal and interest (P&I)?
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The challenges facing residential prices
After five years of stunning price growth, Australian residential property prices have just fallen for the eleventh month in a row according to a recent report from Core Logic.
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Royal Commission revelations: who do I work for?
Last Friday, Commissioner Kenneth Hayne released his interim report into the Banking and Finance industry which, at this stage, raises more questions than answers. The final report is due out in February, 2019 however with all the media commentary over the weekend, I thought I’d take the opportunity to highlight a few things that as your broker, I am particularly proud of in the wake of all this turmoil.