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.
RBA historic cut will spur renewed optimism
Consumer confidence will be spurred by the ‘perfect three’; political certainty post the federal election, APRA easing credit guidelines and now, the Reserve Bank of Australia’s (RBA) decision to cut interest rates to a historic low today, according to Australia’s largest 100% family and owned mortgage broker, Loan Market Group.
Borrowers breathe as banks exhale!
If you’ve struggled to get a pre-approval/home loan for the amount you’d hoped lately, you probably blamed the bank. It’s frustrating, upsetting, alienating, unfair, infuriating… Since 2014, a high percentage of people have had their applications rejected.
The Coalition wins - What do the results mean for your customers?
In a surprise win, the Coalition has prevailed! After a time of political uncertainty, it’s a relief to know the outcome of the election and what it means for you and your customers. I make it my job to be across these things, and understand what any policy changes include, and how they will assist me in getting the best outcome for customers.