20/08/2018 - 31/08/2019
How I will help you
Hi there. Lisa here.
Put simply, I am here to make your life easier! From the moment we first meet, I will be here to inform you, guide you and along with you, to make your financial dreams come true.
I have the rewarding role of guiding you in making one of the largest financial decisions you make in your lifetime – the purchase of a home. I take this pretty seriously (but also like for us to have some fun along the way)! I will help you understand how home loan lending works in Australia, the types of lenders and products that are out there and which ones will suit your circumstances best. I will guide you in the home loan application process and will manage your application right through to settlement.
But I won’t stop there! I will keep a watchful eye on your loan / lender and product and should things change in a way that doesn’t advantage you, I will be on the phone booking in our next appointment so we can re-assess the best way forward.
I love working with fellow mumma bears as I get how challenging it can be raising a family as well as “all the rest”. Feel comfortable that if I am coming to you at your home, my house is messier! I thoroughly enjoy connecting and working with my fellow self-employed sorority – we are the backbone of this country and it is always a fist pump moment when I can help a small business get them some funding. I have a soft spot for first homebuyers knowing only too well how hard it was breaking into the Sydney property market myself.
Want to catch up?
I can easily come to you to talk about your goals or can host you in my Sydney CBD office. Alternatively, we can chat finance after hours (perhaps over a glass of wine) after the kids are asleep and you have capacity for “grown-up time”. I’m also free to catch up over coffee on Saturdays. I’ll likely turn up in my gym gear but don’t let the lack of a suit fool you – I’ve still got your back 😊
Specialities: Refinancing, First Home Buyers, Construction Loans, Self Managed Super Fund (SMSF) lending, Business Loans, Car Loans