My experience with mortgages starts 14 years ago working as a mortgage broker in the UK. When I came to Australia, I worked within the banks as a Business Development Manager (BDM) helping mortgage brokers to workshop their loan scenarios and educate them on products. But the pull of helping clients with their financial and property needs was overwhelming and have returned to the life of a mortgage broker.
My approach to helping clients, takes the experience from being a bank BDM, the relationships I have established over the years and created a hub and spoke approach to assisting clients reach their goals.
My approach takes this one step further. I consider myself as a Financial Relationship Manager, my specialty is certainly within mortgages, however whilst we assess your current needs, we take the opportunity to review your future goals in life and take a hub and spoke approach in finding you solutions. This could include introducing you to other people that may assist you to reach those goals, I will happily hold your hand through this process.