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.
Warning for first time buyers! Don’t bid until you’ve done these three things
If you’re buying your first home or helping a family member enter the property market, make sure you’re ‘bid ready’ by doing the following before raising a bidder paddle or making an offer.
5 reasons buyers are in the driver’s seat this winter
Winter traditionally brings with it a lull in the property market, yet this winter is like no other. What’s in it for you if have plans to buy? They say property cycles are seasonal in Australia: in winter we hibernate (owners don’t look to sell and buyers are less active), then in Spring bidders ‘bloom’ (excuse the pun) and homes pop up for sale in colourful abundance.
A new financial year presents a whole new world for borrowers
It feels like everyone’s champing at the bit to see change in the sluggish property and lending sectors in Australia. The central bank consecutively cut cash rates to new lows, banks have quickly responded, the regulator has relaxed the serviceability floor for borrowers, non-bank lenders are back with a vengeance, and we’re seeing more first home buyers bidding than at any other period in the last seven years.