All Topics / Finance / Sunshine Coast finance broker recommendations??

Viewing 9 posts - 1 through 9 (of 9 total)
  • Profile photo of josigjosig
    Participant
    @josig
    Join Date: 2015
    Post Count: 4

    Is anyone here, or can anyone here recommend, a great Sunshine Coast based finance broker/strategist who is a successful property investor themselves please?

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,018

    Where on the Sunshine Coast ?

    I own a place in Noosa which i come upto regularly.

    Do you need someone on the SC for a face to face interview. Most of our SC clients we deal with by phone or email.

    Let us know what you are after.

    Cheers

    Yours in Finance
    0-40 Properties in a decade. Ask me how.

    Richard Taylor | Mortgage Broker helping investors build their wealth thru property
    http://www.mortgagecapitalaustralia.com.au
    Email Me | Phone Me

    0-40 Properties in a decade with a unencumbered portfolio value in excess of $40M. Ask me for a copy of my API Interview.

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069

    Why limit yourself to a local when you’ve got the entire country to choose from?

    In any case – Richard is just down the road. Hit him up.

    Cheers

    Jamie

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

    Profile photo of josigjosig
    Participant
    @josig
    Join Date: 2015
    Post Count: 4

    Thanks for that, and for answering my other question…I know everyone says they can work with interstate clients etc but isn’t it easier to be able to sign and exchange docs etc in close proximity? I have always used people I could visit face to face but happy to hear if I am limiting myself unnecessarily!

    Profile photo of Corey BattCorey Batt
    Participant
    @cjaysa
    Join Date: 2012
    Post Count: 1,010

    Thanks for that, and for answering my other question…I know everyone says they can work with interstate clients etc but isn’t it easier to be able to sign and exchange docs etc in close proximity? I have always used people I could visit face to face but happy to hear if I am limiting myself unnecessarily!

    Most brokers run everything via phone and email – I’d say less than 1 in 100 client’s will bring in physical documentation these days for their loans, likewise the loan contracts are sent straight to the clients door with a reply paid envelope.

    A quick look at our CRM, almost 75% of clients are outside of South Australia (where our office is located) – in this day and age it’s all about finding the best person to work with, not necessarily who is geographically close.

    Corey Batt | Precision Funding
    http://www.precisionfunding.com.au
    Email Me | Phone Me

    Investment Focused Finance Strategist - servicing Australia-wide

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069

    Thanks for that, and for answering my other question…I know everyone says they can work with interstate clients etc but isn’t it easier to be able to sign and exchange docs etc in close proximity? I have always used people I could visit face to face but happy to hear if I am limiting myself unnecessarily!

    It just comes down to what you’re comfortable with.

    With interstate – it’s just a matter of printing/signing/scanning/emailing documents.

    Cheers

    Jamie

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,018

    Hate to say every application is lodged electronically these days so even in the event of a face to face get together your broker will go back and lodge your deal on line.

    In the old days you would sit down with a client and do up an manual application and then run it round to the local Bank manager who would assess it. I remember sitting having coffee with a number of Banks in the mid 90’s looking over a clients deal and they would print the approval off and we would then drop it back to the client.

    Cheers

    Yours in Finance
    0-40 Properties in a decade. Ask me how.

    Richard Taylor | Mortgage Broker helping investors build their wealth thru property
    http://www.mortgagecapitalaustralia.com.au
    Email Me | Phone Me

    0-40 Properties in a decade with a unencumbered portfolio value in excess of $40M. Ask me for a copy of my API Interview.

    Profile photo of Don NicolussiDon Nicolussi
    Participant
    @don
    Join Date: 2005
    Post Count: 1,086

    Hi and welcome to the forum Josig. If you are looking for a Queensland based specialist investment property broker who is also a property investor I would recommend Richard Taylor. Richard is a property investor. I think is the most significant qualifier when selecting a broker ( if you plan to invest ). I see that Richard has also made a comment in this thread so you should have no trouble getting in touch with him. All the best.

    Don Nicolussi | Mortgage Broker - Home Loan Warehouse
    http://homeloanwarehouse.com.au
    Email Me | Phone Me

    "I think of finance as a technology, a way of getting things done." Robert Shiller

    Profile photo of josigjosig
    Participant
    @josig
    Join Date: 2015
    Post Count: 4
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