Found that perfect property? Need a new home loan? Time to get in control of your debts? Refinance to a lower interest rate.
Let a Mortgage Broker do all the hard work for you!
There are many times during a persons life that a loan may be required, getting the right home loan in place from an experienced mortgage broker can take the hassle out of your home loan search.
First Home Buyers
Upsizing your Family Home
Downsizing your Home
Buying Property in Super
With Mortgage Brokers helping clients through all stages of their life, whether you are;
● Buying your first home, need help with the first home owner grant
● Buying your first investment property
● Outgrown your family home and looking to upsize
● Need that extra bit of cash for renovations
● Looking for a sea change, tree change or any old change, buying a new home
● Want to downsize your home
● Ready to save some money and refinance your home loans
● Adding to your investment property portfolio
● Building a new home, need a construction home loan?
● Ready to save some money with debt consolidation
● Changed family circumstances, separation, divorce, need a new home loan to help with separation of assets
● Buying property in Super, need a SMSF Home Loan
● Ready to save some money with debt consolidation
● Or maybe its a Personal Loan or Car Loan you are after
We are all about YOU. We want to make sure you have a home loan in place that is ‘the right fit for your personal situation’ and we are extremely passionate about finding you the right home loan that suits your needs, and not the bank.
Come in, have a chat, let us get to work on finding you the right home loan that meets your needs. We are conveniently located in the heart of Tweed Heads. Servicing Southern Gold Coast and Northern NSW with Mortgage Broker Kingscliff clients, Mortgage Broker Pottsville clients and Mortgage Broker Tweed Coast clients.
We’ve been partnering with a highly regarded team of local mortgage brokers for 10 years, allowing us to secure the best home loans for our clients and their individual situations. However, unlike the traditional relationship you might have with a mortgage broker, when you use our Mortgage Broking service, you get the added benefit of a Financial Planner as well. We fill in all the gaps and are with you every step of the way, to not only secure the right home loan for you, but to ensure it is set up in the right way too. It could mean the difference between paying off your home loan quicker or retiring early, instead of battling week to week to make ends meet.
Reduce your loan interest rates
Repay your home loan sooner and
Live the lifestyle you want now!
We care all about you and your ability to make home loan repayments. As we know all too well, the market can change over time, and changing loan repayments can put a strain on any family. A combination of effective Financial Planning and Mortgage Broking can ensure you are safeguarded for the future no matter what the market throws at you. It is our priority to look after you and your financial wellbeing and this is what makes us different to a regular Mortgage Broker.
Stage 1: First Home Buyer
Stage 2: Need extra money for Renovations
Stage 3: Upsizing your Home
Stage 4: First Investment Property
Stage 5: Time to Refinance
Stage 6: Adding to a Property Portfolio
Stage 7: Moving House
Stage 8: Buying Property in Super
Stage 9: Downsizing your Home
No matter what stage of life you are in, when it comes to your new home and properties, we have an experienced panel of local Tweed Coast Mortgage Brokers ready to assist you.
As Financial Planners we understand the importance of having a debt management strategy in place first, before considering loan products.
So when it comes to managing your debts and home loans, we always consider STRATEGY FIRST and LOAN PRODUCTS second.
1. The First Step: Work out your Debt Management Plan
A qualified & licensed Financial Planner will take the time to sit down with you and work out a strategy and a plan for managing your debts including your home loan debt, personal loans, credit card debt, car loans and/or business loans, and show you how you can pay off your loans sooner, and if appropriate, how to use debt to help you grow your wealth successfully.
2. The Second Step: Find the right product.. choosing the loan provider
The next part is easy, choose a product which fits in with your debt management plan. Put simply, arranging the finance with a professional mortgage broker… which means finding YOU the right home loan or refinancing your loan to a better loan provider that meets your needs. We make the whole process simple, so that you don’t have to worry about it.
Whether you are a first time home buyer, upgrading your home, a property investor or finding that perfect retirement home, we are here to help you find the best loan that suits your needs… & best of all, it’s FREE! Come in for a chat and achieve your property goals with the right home loan.
With access to over 30 different lenders to choose from, let a mortgage broker help find a loan product that’s right for you.
Whether you are an existing home owner, a first home buyer or a seasoned property investor, we can help find the right loan product for you and your family.
Property Investment Loans
SMSF Property Lending
We’ll help organise all the paperwork for you so that you get a loan product that’s right for your debt management plan.
Contact us to learn which home loan and debt management strategies are right for you. Need to refinance? see how much you can save, get a financial plan in place to repay your home loan and debts quicker, and start using all those monies wasted on bank interest to enjoy more of life!
Whether you are looking to borrow money to purchase property investments, or want to refinance your existing home loan, we can help you find the right loan to suit your needs. We are proud to offer a free 1 hour consultation to discuss your debt management needs.
We offer a free consultation to discuss your debt management needs and our partnered mortgage brokers will even review and/or process your new loans for free. Let us make repaying your debts a reality and let’s get that home loan repaid faster!
● Tweed Heads
● Banora Point
Oak Tree Financial Planning does not provide credit advice. Mortgage broking services are by external providers.
Contact us today