Services

As your personal lending manager, I am here to assist you through the lending maze, saving you time, anxiety and of course, money.

I am fully trained and where required, an accredited agent with the lending institutions I represent. Keeping in touch daily with any changes in interest rates and product features ensures that you are given the most up-to-date information.

The majority of my clients are involved in the sale or purchase of property. I am experienced in structuring the most appropriate products for these situations.

I will match your needs to the most suitable and competitive product available from my panel of lenders.

Whilst personal service is becoming a concept of the past, I maintain the human element of business at all times.

I take the ‘unknown’ out of the home loan process by providing you with the answers to all your questions.

I take control of your loan application from its inception. Assist with the completion and packaging of your application, delivering it to the lender’s assessment team – representing you as their valued client.

As I deliver loans to the lenders on a regular basis, strong relationships have been formed with the people assessing the loans. You are no longer just a data entry name on a screen, but instead a real person with face-to-face representation. If there are any queries from the assessors, I will act as your intermediary.

I am availbale to answer questions from your real estate agent, your solicitor, and your accountant. You will be kept informed throughout the entire process – a real person at the end of the phone whenever you call with a question or an update. The personal service stays with you up to and beyond settlement.

I look forward to being of service to you.

Specialising in housing finance for:

  • Owner Occupiers
  • Residential Investors
  • Relocation Finance
  • Credit Impairment
  • Non Conforming

We can also arrange all forms of:

  • Commercial Finance
  • Equipment Finance

Other services include:

  • Deposit Bonds
  • Insurance
  • Real Estate

Testimonials

“Thank you so much for all your time and effort in choosing the right bank for us. Rob and I are very happy with your professional services and are glad to be able to contact you in the future for advice when needed.”

Rob and Linda, Carrara

“We found your service outstanding. It was so easy, was like 1-2-3 and we are now paying off our own home. We were very comfortable with you. We would love to share the experience with other people.”

Steven and Julie, Beaudesert

“I believe you really try and help your clients and go above and beyond the required standard of service.”

Megan, Labrador

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“I Found David to be extremely helpful and professional but also personal enough to make me feel important. David kept in regular contact to keep me informed.”

Morgana, Tweed Heads

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