MORTGAGE BROKING SERVICES

Mortgage Broker

 

Why use Killara Wealth as your Mortgage Broker ?

Due to strong demand from clients Killara Wealth now offers mortgage broking services to clients so you can now have all your financial needs including financial planning, investments, superannuation, personal insurance met by simply dealing with one contact point saving you time and money.

When purchasing or refinancing a property, there are numerous benefits in using a mortgage broker rather than dealing with a specific lender directly. Here are some of the key benefits available through Killara Wealth:

It doesn’t cost anything extra to use a mortgage broker

A fee is paid by the lender to the broker upon settlement of your loan. There are no fees or pass on costs to you. All fees paid to us by the lender are fully disclosed to you. There is no secret or hidden extra cost you are paying. We save the bank’s time and money by organising loans for them, so they pay us for our time and expertise. A loan organised by us is less expensive for them than having to maintain branches and pay their own full time mobile lender’s salaries, bonuses and operating costs.

A comprehensive service that compares thousands of products from over 60 lenders

Using advanced software, we have direct access to and can compare thousands of different products from over 50 lenders including all the major banks to ensure you get the most competitive home or investment loan based on your situation.

You are much more likely to get a lower cost loan

By comparing loans, we can arrange for the most competitive loan available for you often saving 0.5 – over 1% on your current or future mortgage.

We are like your personal private banker

We are not conflicted and unlike other mortgage brokers we are not owned by a bank. We have a legal duty to act in your best interest and using our experience and technology, we know which lenders will have the right solution for you. We will negotiate for what is right for you, not what suits one particular lender.

A modern, easier way to get a home loan

We meet by MS Teams or Zoom videoconference at a time that suits you. We’ll look at your current financial circumstances and then research and find the right solution for you. We take care of the paperwork, manage the application process and then take it through to settlement. All paperwork can be electronically signed and managed via email. We can lodge your application online with all the lenders we use.

A safer way to obtain a home loan

Did you know that you are 50 times more likely to have a complaint regarding a mortgage when dealing with your bank compared to a mortgage broker (source: AFCA).

We Cater for all Types of Loans

Whatever type of loan you’re looking for, or whatever part of the loan process you’re at, we can help.

It doesn’t matter if you’ve just started thinking about buying, have already found the perfect house and want to quickly sort out your finance, are looking to unlock the equity in your current property, or are wanting to find out if there’s a better borrowing option than the one you currently have – any time is a good time to explore your options.

Here are some the providers we can deal with to ensure you get the best outcome on your lending:

Financial Institutions

Killara Wealth 5 Stars on Advisor Ratings

100% POSITIVE | 5 STAR AVERAGE on AdviserRatings.com.au

Andrew, 46 - 55 years, Waverley, NSW

"I am a partner in a legal practice that was undergoing a restructure. I engaged Tony to help me understand what this meant for my cash-flow, tax position as well as the implications for my family trust and superannuation. At the same time, my partner and I were starting a family and we wanted to make sure insurance was in place to protect our future and that of our child. Tony took the time..."

Jocelyn, 65+ years, Spence, ACT

"Tony has given me advice in areas including retirement and superannuation. Tony was able to explain things in a clear manner that made decision making easier. Through Tony's knowledge and experience I felt confident that the advice given was right for my needs. Tony was prompt in responding to my enquiries and gave me his attention when I needed it."

Kerry, 35 - 45 years, Roseville, NSW 35-45 Years Old

"Tony gave me great advice on insurance products suited to my circumstances, as well as assisting me to get the most out of my super contributions. 10/10, would recommend."

George, 65+ years, Belconnen, ACT

"My wife and I met Tony in 2014 while seeking financial advice related to our non-government and government supers, as part of long-term preparations for our retirements. Due to Tony’s excellent professional advice (which, being professionals, we highly appreciated) since then, we have followed Tony through his career path for the past six years. The spectrum of advice sought has incr..."

Karen, 56 - 65 years, Springwood, NSW

"I was concerned about the decisions I needed to make retiring after 40+ years in the workforce. I found Tony to be pleasant, interested, approachable and very knowledgeable about investments, taxation, superannuation and risk. He was not "pushy" and presented the information and options to me in a concise and logical way. Option were well researched and risks explained clearly. Tony's aft.."

Trent, 35 - 45 years, Stones Corner, QLD

"I wanted to establish some share investments for excess cash I was holding. Tony explained to me a range of options available. He was excellent at breaking down the pros and cons of different strategies, including tax considerations and market risks. I ended investing in a low-cost portfolio of managed funds that are easy to manage for me and I am very happy with the outcome. Tony was a..."

Isabel under 35 years, Carlton, VIC

"Tony is the first financial adviser I’ve had and he has been so helpful and patient. He has explained everything to me so clearly that I feel confident to trust in the plans and advice he has given me. He consistently made himself available to answer any questions I had."

Peter, 46 - 55 years, Farrer, ACT

"'Tony has given us advice in areas including retirement, investment and estate planning. Tony was always able to explain things to us in a clear way. Through Tony's knowledge and experience, we feel confident that the advice given was right for my needs. Tony was responsive, courteous and helpful.'"

To arrange a complimentary 15 minute discussion on how I can help you secure and manage your financial future please, contact me.

Killara Wealth

Join the Killara Newsletter

Join my free newsletter to receive monthly news and market updates. 

You have Successfully Subscribed!