Mortgage broker in Latrobe Valley
Born and bred in the Latrobe Valley and with 28 years’ financial management experience, I provide accredited finance solutions for customers in Traralgon, Morwell, Moe and greater Gippsland.
My 23 years work with Westpac as a personal banker and portfolio manager, and five years with Toyota finance means there are few client scenarios I haven’t seen.
This experience has given me the knowledge and contacts to expertly deliver finance solutions for my clients and I take great pride in helping them secure their financial futures.
Home and Investment Loans
Whether you’re looking to fund a home or investment property, ensuring you tailor your application and loan structure to your unique situation and the bank’s policy and procedure is essential.
My experience in managing SMSF loan applications and partnership with an excellent accountant who helps set up trusts for SMSF investments ensures my clients receive tailored loan solutions.
Having spent five years working with Toyota Finance I have strong asset finance connections and product knowledge. I also offer a personalised car shopping service for customers too busy to look around for the right car.
I offer a broad range of business lending solutions catering for business growth and cashflow solutions. Whether you need to take on new staff, finance business assets such as vehicles or commercial property, or secure a loan to avoid tax debt or other payment defaults, we have you covered.
If you have multiple lines of credit through personal loans, credit cards, home or investment loans, restructuring and consolidating that debt could fast-track your repayments and save you thousands.
Ensuring adequate risk management strategies are in place for you and your family is an essential part of finance management. Through our partnership with Wealth Market, I can put my clients in contact with a trusted finance adviser to ensure they have the adequate knowledge and resources to ensure their financial future is secure.
Shares, cash, real estate and record low interest rates.
We’ve not seen interest rates at this level since the 1950s, so what are the opportunities and pitfalls that come with a cash rate at one percent for everyday investors? Low interest rates represent benefits in some investment categories, and hurdles in others. So how do you make low rates work for you? Understanding what avenues are available to invest in, in today’s environment is a topic I constantly discuss with clients and finance industry peers.
Selling this Spring? You only have eight minutes to make an impression.
A recent study has revealed that it takes only eight minutes on average for home hunters to decide whether or not to buy a particular property. That’s swift! Even more-so if you consider that buying a home is the single biggest purchase a person will make in their lifetime. So if you’re selling your house this spring, you’ll want to leave the best impression on potential buyers to increase competition and give you a better chance of achieving a premium price for your property.
Market begins recovery, but borrowers are being caught unawares.
“We’re very confident the housing market has bottomed,” proclaimed Australia’s largest property developer last week. But loans are still an issue, needlessly. Make sure your spring buyer clients are prepared sooner rather than later.