FINANCE BROKER BUNBURY, PERTH, MANDURAH, and SOUTH WEST.
Prosperity and abundance through conscious creation
We meet with you to understand what it is you are seeking, and why. We then use that information to prepare and present multiple options and a recommendation for what we consider your best financial solution.
Once agreed we collate, package and present to the lender our submission identifying and highlighting the strengths in your application. We keep you informed throughout the approval process as we liaise with the lender to achieve approval.
Once approved we meet with you to review the loan documentation and assist your conveyancer with co-ordination of settlement. After settlement we continue to remain your primary contact for any queries regarding your existing loans or new finance you are seeking.
We will touch base regularly to review and renegotiate your interest rates to ensure you maintain a competitive finance structure.
My previous work life I was as an accountant where I saw first hand how much damage, an incorrect finance structure impacted clients. This was this catalyst and a desire for better outcome for my clients that launched me into the finance industry.
My focus centres on using my unique skillset to ensure clients are sourced the best product for their financial situation, and treated as I want to be treated throughout the process to establish a long trusted financial partnership.
Time is precious, and I know how strongly I value the time I get with my family and friends to head to the beach, or off to the wilderness camping, so the more time I can give back to my clients to allow them to do the same the happier I am!
Since launching Solstice in 2021, the rapid growth and diversified support we have received from our varied client base of first home owners through to corporate directors never ceases to amaze me, and I am truly grateful – we must be doing something right!
I began my career in broker support, where I developed a strong foundation and deep understanding of the mortgage broking industry. Over the past five years, I’ve built on that experience to become a finance broker who takes pride in finding tailored finance solutions that align with each client’s unique goals, needs, and circumstances.
My focus is on delivering exceptional customer service. I believe in clear, straightforward communication and aim to make the home buying or refinancing process as smooth and stress-free as possible. I’m with my clients every step of the way, ensuring they feel supported and confident throughout their finance journey.
Outside of Work
When I’m not helping clients, I enjoy:
At Solstice, we're people focused and actively working to get the best deal for our clients. Our personal service leads with compassion, we'd love to help you.
This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances. Subject to lenders terms and conditions, fees and charges and eligibility criteria apply.
Credit Representative Number 532777 is authorised under Australian Credit Licence 389328.
Your full financial situation needs to be considered and reviewed prior to any offer or acceptance of a loan product.
