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Geelong
As a Mortgage Broker my services are free and I can assist you in the process of applying for home loan.
Geelong
National Awarded Financial Advisor and Mortgage Broker services. We are a client-orientated practice and take the time to explain and support new clients through their financial planning needs and objectives.
Donna
Over the past 8 years we have been with Wade, we have received extensive professional advice that has helped us plan and achieve multiple family goals. It's imperative for us to have trust in the person providing advice about our future; Wade has never let us down, always steering us in the right direction."
Geelong
EH Tax Accountants is a family owned tax and financial services business in Melbourne. We help clients with a comprehensive range of solutions, covering all areas of Income Tax, Goods and Service Tax (GST), Accounting, trust set up and Self-managed super funds. Our sister company, Royale Wealth financial planning completes the entire financial planning suite of services: Financial modeling, investment strategies, retirement planning, pension and centrelink, superannuation and insurance reviews, all while assisting you to reduce your taxes to the minimum.
Unlock Your Dream Home with Expert Mortgage Advice from MoneyQuest Manor Lakes. Navigating the mortgage landscape can be complex, but with the right guidance from us, it doesn't have to be. Our expert mortgage advice with 15 years of MFAA accredited industry history, we are here to simplify the process and help you secure the best deal possible. Why Choose Us? • Personalized Solutions: We understand that every client is unique. Our tailored advice ensures that you get a mortgage solution that fits your specific needs and financial situation. • Expert Knowledge: With 15 years of experience in the mortgage industry, our MFAA accredited advisors are well-versed in the latest market trends and regulations. We stay updated so you don't have to. • Comprehensive Support: From the initial consultation to the final approval, we provide end-to-end support. We're with you every step of the way, answering your questions and addressing your concerns. • Competitive Rates: We have access to a wide range of lenders and mortgage products, allowing us to find the most competitive rates and terms for you. • Stress-Free Process: Our goal is to make the mortgage process as smooth and stress-free as possible. We handle the paperwork and negotiations, so you can focus on what matters most – finding your perfect home. Our Services Include: First Home Buyer: We guide first-time buyers through the entire process, from understanding mortgage basics to securing financing. Refinancing Options: Looking to lower your monthly payments or access equity? We can help you explore refinancing options that make sense for your situation. Investment Property Financing: Whether you're buying your first investment property or expanding your portfolio, we provide expert advice to help you make informed decisions. Debt Consolidation: Struggling with multiple debts? We can help you consolidate your debts into a single, manageable mortgage payment. Get Started Today! Ready to make your homeownership dreams a reality? Contact us today to schedule a consultation with one of our experienced mortgage advisors. Let's work together to find the perfect mortgage solution for you.
I am passionate about helping people achieve their financial dreams. It is extremely gratifying to see a client move into their first home. It is exciting to be part of the client's journey as they create wealth. Finding solutions for my clients make my job very interesting.
How to purchase your first home / or create an investment portfolio, How to pay off your loan faster, How to structure your loan? How do I shop for a lender? - there just had to be an easier way to find the answers. I found my children and my close contact were asking me these questions and I was enjoying assisting them - from all of this I got my inspiration to start my own business.
I have over 12 years of experience, I enjoy what I do and I aim to make the process as easy as possible for my clients. I also ensure I educate my clients so they can make informed decisions that suit their needs and objectives.
Yes, We can do Client Interviews via Zoom. We provide secure online portal using 2-stage authentication for client access to upload their documents to ensure their privacy is not compromised. We follow eSignature protocol where acceptable, to enable paperless documentation.
The majority of our client contact is done via phone, emails, and Zoom meetings.
If and when we need to meet our clients in person - we arrange meetings in an open space environment where possible, wear a face mask, use sanitisers regularly, and keep our social distance protocol.
