Benefit from the experience of a banker (without the bank experience)

Over the years, I’ve worked in almost every facet of personal, business and commercial banking and lending. I worked my way up from personal banker to branch manager to become the bank’s first (and only) senior commercial home and investment lending manager in Qld.

This depth of experience allows me to offer you the benefit of extensive lending and finance knowledge along with quality industry relationships. You could say I have an insider’s advantage when it comes to saving you money on your home or business finance.

Finance solutions for every situation

With access to up to 60 banks and secure lenders I can help you sort through hundreds of loan products to find better value, terms and features for your situation. You’ll know exactly how much can borrow, your loan terms, associated costs and repayment options. I can assist you with:

• Home Loans
• Investment Loans
• Commercial Finance
• Equipment Finance
• Development Finance
• Business Loans
• Cash Flow Lending
• Franchise Finance
• Refinancing
• First Home Buyer Grants & Schemes
• Bridging Loans
• Land Loans
• Construction Loans
• Personal & Car Loans
• Lending for Self-managed Super Funds (SMSF)

What’s more you’ll have a single point of contact to answer questions and guide you through the application process every step of the way.

In addition, I work with an in-house team of professional Risk Advisors from Green Wealth and Insurance who specialise in personal risk insurance (including life, income protection, total and permanent disability or TPD), estate planning and succession planning for business owners.

Loans for small business and self-employed borrowers

Over the years I’ve worked with small business operators and professionals from a diverse range of industries – medical, accountancy, law, construction, manufacturing and everything in between

I am well versed in the complexities that business and self-employed borrowers need to consider when securing finance approval and I’m equally conscious of the importance of your time.

Not all banks lend the same

Working with an experienced finance professional who knows lending policy inside out can impact the amount you can borrow, improve your negotiating power and your chances of securing better finance terms and conditions.

One of the biggest mistakes business borrowers make is assuming the bank they use for personal banking, or the bank they’ve always used will look after them. In truth, shopping around and leveraging what other lenders have on offer, could save you thousands of dollars over the life of the loan.

Borrowing to invest in property

When it comes to maximising your return on property investment, the structure of your loan/s is critical. Whether you are a first-time investor or developer, or already hold a large property portfolio I can assist you to get the most value out of your finance package.

Professional Qualifications & Memberships

• Diploma of Finance & Mortgage Broking Management (Dip. FMBM)
• Certificate IV in Financial Services (Finance & Mortgage Broking)
• Member Mortgage & Finance Association of Australia (MFAA)

If you’ve got a finance question that needs answering or would like to book a FREE Finance Assessment let’s talk! Phone me on 0447 200 528 or fill out your details below and I’ll be in touch at a time that works for you.