Description

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.

 

My passions

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 😊

 

If I sound like a good fit for you, message me on my WebsiteFacebookInstagramLinkedIn or give me a call :-)

 

Lis x

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Specialities: Refinancing, First Home Buyers, Construction Loans, Self Managed Super Fund (SMSF) lending, Business Loans, Car Loans.

 

Location
Closed
Open hours today: 9:00 am - 5:00 pm
  • Monday

    9:00 am - 5:00 pm

  • Tuesday

    9:00 am - 5:00 pm

  • Wednesday

    9:00 am - 5:00 pm

  • Thursday

    9:00 am - 5:00 pm

  • Friday

    9:00 am - 5:00 pm

  • Saturday

    9:00 am - 1:00 pm

  • Sunday

    Closed

  • July 13, 2020 4:58 am local time

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