Our Mission
To provide a professional, quality service, ensuring you succeed in obtaining credit for the assets you want and also have protection in place should an unforeseen incident occur
Why use us
Take the stress out of navigating the lender minefield and feel assured that you’re receiving the best deal!
- Specialist one to one service
- Choice of over 30 lenders to ensure you get the most favourable mortgage rate and terms
- Unbiased advice
- Help, support, advice, guidance and assistance. Save time and energy on finding the best mortgage rate and term for your specific needs
- Expertise on which lenders will lend to whom
- Work one on one with each individual client to evaluate their specific needs and find a lender that suits them the best
- Post settlement service
- Flexibility of location (remote locations catered for)
- We are looking to develop long term customer relationships where you are looked after and offered the best advice on a continual basis
Advantages & Points of difference
- Access to offers unavailable to the general public
- Help for people with less than perfect finances to secure a loan
- We work for you not the lender, meaning that if we can save money for you down the track we will let you know
- Extremely candid and will give the best advice for you to achieve the outcome you want, whilst simplifying and explaining the process.
- Clear explanations and smarter ways to save you more on your mortgage
- NO Cost for our service
Experience / qualifications
- BA(Hons) Business Administration
- Diploma of Finance & Mortgage Broking Management
- Diploma of Financial Planning
- Member of FBAA
- Member of COSL
- Passionate about working within the finance industry and has a wealth of experience with over 15 years as a business owner dealing with customers, and suppliers in financial services across many levels.
Local / community / Associations
- Committee member of Port Macquarie Triathlon Club
- Working actively to promote local business (see links below)
- http://www.mcgrath.com.au/agent/Lisa-Crispim/1746
- http://www.seasideconveyancing.com.au/