Red Rock

Smooth Sailing Finance Consulting

Smooth Sailing Finance Consulting

Investing, Mortgage Brokers, Refinancing

Since 2002, I have worked in the banking and finance industry. This includes both large banks and smaller lenders. I enjoy working for clients rather than banks since becoming a broker. Instead of simply selling products available through one bank I can offer tailored choices that meet clients’ needs and add real value to their life.

I spend time getting to know each client and their goals, and then become a trusted advisor. My service does not end when your loan is settled. It’s a partnership where we work to achieve future financial goals. I know that everyone is busy, so I will work around you to help get your finances sorted. I can meet after hours, on weekends, or via zoom calls.

In addition, I develop strong working relationships with other service providers in the industry such as accountants and conveyancers. This helps make the buying of a property seamless by ensuring effective communication between these businesses. It is testament to my dedication and exceptional service that 90% of my clients refer me to their friends, colleagues and other businesses. Some of my clients have been with me from the very beginning!

Smooth Sailing Finance Consulting
0418 980 876