All Topics / Finance / Broker in Sydney?

Viewing 13 posts - 1 through 13 (of 13 total)
  • Profile photo of James24James24
    Member
    @james24
    Join Date: 2006
    Post Count: 6

    We are looking for a good mortgage broker to meet with in the Inner Sydney area.

    Any advice would be greatly appreciated.

    Thanks a bunch

    Profile photo of DerekDerek
    Member
    @derek
    Join Date: 2004
    Post Count: 3,544

    I believe Terryw is Sydney based.

    Mortgage Hunter is in Newcastle and then there are others who are further afield. In today’s world it is possible to ‘do business’ from afar.

    Derek
    [email protected]
    http://www.pis.theinvestorsclub.com.au
    0409 882 958
    Skype – derekjones2113

    Profile photo of Mortgage HunterMortgage Hunter
    Participant
    @mortgage-hunter
    Join Date: 2003
    Post Count: 3,781

    It is a shame that I am meeting less and less of my clients. I genuinely enjoy getting to know people over a cup of tea and a chat.

    Simon Macks
    Residential and Commercial Finance Broker
    ***NODOC @ 7.15% to 70% LVR***
    [email protected]
    0425 228 985

    Comments may not be relevant to individual circumstances. If you intend making any investment, financial or taxation decision you should consult a professional adviser.

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    Simon

    I am the same as you. I recon it is less than 10% these days.

    Can’t drink coffee alone.

    Richard Taylor
    Residential & Commercial Finance Broker
    **Lodoc Commercial loans from 7.39%**
    Licensed Financial Planner
    Ph: 07 3720 1888
    [email protected]

    Richard Taylor | Australia's leading private lender

    Profile photo of adambcadambc
    Participant
    @adambc
    Join Date: 2003
    Post Count: 145

    Considering what you do for us Richard, I’d be happy to be your coffee buddy every day of the week![biggrin]

    Cheers,

    Adam

    Oasis Finance
    for your Vendor Finance solutions
    Achieve the Dream!
    [email protected]

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    Adam

    Always a pleasure and i must admit i am getting rather partial to Mango frappes.

    Richard Taylor
    Residential & Commercial Finance Broker
    **Lodoc Commercial loans from 7.39%**
    Licensed Financial Planner
    Ph: 07 3720 1888
    [email protected]

    Richard Taylor | Australia's leading private lender

    Profile photo of Just LearningJust Learning
    Member
    @just-learning
    Join Date: 2004
    Post Count: 57
    Originally posted by Mortgage Hunter:

    It is a shame that I am meeting less and less of my clients. I genuinely enjoy getting to know people over a cup of tea and a chat.

    Would thoroughly recomend Simon Macks, just finalised a refinace deal through him on Friday. My situation was apparently fairly straightforward (but still complicated to me ). Met him once, a while back, mainly due to me travelling to Newcastle for work, and from what I can pick up he really tries hard for people in fringe/difficult situations. Not sure if he travels to Sydney to see clients.

    After the initial meeting most corro was via phone or email, so location doesn’t matter that much. My finance was finalised via someone in Melbourne who dealt with the Adelaide Mortgage Centre of one of the major banks. Doesn’t matter to me, I still went up to my local branch and signed the papers and established contact with someone there.

    However, stress that I have “”met the man that runs the store”” – for me thats important, because I’m an old school ” fuddy duddy”” . Others may be happy to just deal remotely, but then they miss out on the rumoured cold beers that are supposed to be in the fridge in Simon’s office.

    regards,

    Paul

    Profile photo of DerekDerek
    Member
    @derek
    Join Date: 2004
    Post Count: 3,544
    Originally posted by Just Learning:

    Quote:
    they miss out on the rumoured cold beers that are supposed to be in the fridge in Simon’s office.

    Tis only a rumour[biggrin]

    If you go to Simon’s for the cold beer you will be disappointed.

    Derek
    [email protected]
    http://www.pis.theinvestorsclub.com.au
    0409 882 958
    Skype – derekjones2113

    Profile photo of Colin GowanColin Gowan
    Participant
    @colin-gowan
    Join Date: 2005
    Post Count: 86

    Hi Guys,
    My favourite creditor and one of my best business mentors asks me to drop in once a month for a chat and to update him on our business situation.
    The knowledge and listening ear is well worth 3 pizzas and 2 L Pepsi.
    Plus having a creditor who listens and provides ideas and assistance around problems is invaluable.
    Perhaps gentlemen you need to expand your business view and offer mentoring services to your clients.
    Just a thought after all there is no problem with using your services once but what if you could get them to their goals faster?
    There perhaps is an opportunity to be had?[wacko][weird][wha][specool]

    Your friend Colin,
    Email [email protected]
    Home 02 46531376.
    Fax 0246531079
    Mobile 0425201055 (best contact as always working).
    For all your CLEANING and GARDENING work.

    Profile photo of James24James24
    Member
    @james24
    Join Date: 2006
    Post Count: 6

    Thanks all of you for your replies and advice.

    Very much appreciated.

    Cheers and all that jazz!

    James

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213

    Hi
    I am based in Sydney, but am currently in Thailand for a another week or so.

    Terryw
    Discover Home Loans
    Parramatta
    [email protected]
    Sign up to my mailing list.
    Just send me a blank email, with “subscribe” in subject line.

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    http://www.Structuring.com.au
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au

    Profile photo of Stuart MilneStuart Milne
    Member
    @stuart-milne
    Join Date: 2006
    Post Count: 196

    I already provide my clients with regular updates either via email or snail mail as they prefer. I also offer my services to them for “mentoring” or management assistance in relation to their loans.

    I also conduct Regular Reviews on their loans for them annually to ensure their loan is still up to date and right for their situation. It’s funny how a little bit of old fashioned service seems to go a long way in todays fast paced world.

    I must admit though it is always nice to have a face to face client, especially when they make great coffee (I’m with you on that one Richard) but todays society seems to promote more and more remoteness when dealing with others. It always seems to be either via the net or phone, fax and mobile. Whatever happened to a good old fashioned sit down visit?

    Oh well enough reminiscing the phone awaits!

    Stuart Milne
    Non-Conforming Specialist
    READY Mortgages
    http://www.readymortgages.com.au
    [email protected]
    Mob: 0404 056 055

    Profile photo of burkeworldburkeworld
    Participant
    @burkeworld
    Join Date: 2005
    Post Count: 6

    “business from afar” very well said :D

Viewing 13 posts - 1 through 13 (of 13 total)

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