Home & Business Finance Strategies
WHO IS SIMON?
I’ve been a long-time resident of the Sunshine Coast, initially moving here in 1992. I’ve been in the finance industry for all of my working life, including working for Big 4 and second tier Banks, as a Home Loan specialist, Commercial Lending manager, and a Branch Manager.
After becoming frustrated with only being able to recommend one suite of loan products as a Bank Manager, I started my own finance broking business in 2005, with a view to assisting my customers to provide choice in their lending decisions, whether that be to purchase or build a home, refinance their current loans to get a better deal, purchase a commercial property, or to buy or establish a business.
Home and Business Finance Strategies is committed to ensuring that you will have professional guidance every step of the way. My aim is to build a long term business relationship with you, not just facilitate a short term transaction. Here are some good reasons why you should choose me…
A GOOD CHOICE
With strong values and a focus on customer experience, I am totally committed to providing you with the best possible sustainable solution. With integrity and professionalism being the cornerstone of my daily activities, I undertake to ensure that your customer experience and expectations will be surpassed.
Do you enjoy dealing with Banks? If your answer is no, you’re not alone.
Studies show that the number one reason most people choose a mortgage broker is to save them the time and stress of directly dealing with a Bank. I manage all the hassle so you don’t have to.
If you are buying a property, the first step is securing your finance. Whether you are a first timer or a seasoned buyer, let me do your homework. I’ll source the best loan I can to suit your individual needs. Working with 33 different lending institutions, I have access to loans you can’t get at your local Bank. With the savings often being in the tens of thousands of dollars, you can profit from my experience!
NO DIRECT COST TO YOU
My service to you is free, even if you don’t go ahead with a loan.
BUYING YOUR FIRST HOME
Allow me to help minimise the stress of borrowing for your first home.
By discussing all of the possible loan features, I can find the best possible option for you, guiding you into your first home with confidence. Whether it’s helping you understand the steps required before you are ready for a loan or ensuring you get early approval so you can start shopping with confidence, you can be assured that you will have professional support every step of the way.
TIME FOR SOMETHING NEW
Shopping for a new home or upgrading? Then it is the perfect time to review your home loan. Many people actually pay much more than they have to on their mortgage, but Home and Business Finance Strategies will ensure that you have the best loan for your needs. Sometimes this means not having to change lenders to save money! I can advise you about getting your loan approved before you find your new home, or organising bridging finance if you find a new home before your old one is sold.
GET YOUR MONEY WORKING FOR YOU
Thinking about investing? Have you considered the benefits of using more than one lender? Would you like to know more about borrowing with your Super Fund? With Home and Business Finance Strategies, investing is easy! You will get quality mortgage advice and flexible investment loan options to help you achieve your financial goals sooner.
REFINANCE AND SAVE
If you need help with refinancing, I monitor the market for you and show you how to consolidate your debt to reduce your weekly repayments. My home loan health check can save you thousands of dollars! Call me and I will guide you through the process.
You may be considering building or renovating a property and need to know what restrictions lenders can place on the loans available. I can source for you the choice of a fixed rate or variable rate construction loan and discuss what best suits your individual requirements.