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!
With Mortgage Brokers that specialise in;
● Home Loans
● Investment Property Loans
● Refinancing & Loan restructure
● Commercial Loans
● Personal Loans
● Self Managed Super limited recourse loans
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. Our office is 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.
When it comes time to get a new home loan, we strongly believe you should always have both a Mortgage Broker and Financial Planner working for you, to ensure you get the best outcome for your unique personal situation.
We’ve been partnering with a highly regarded team of local mortgage brokers for many 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 Broker 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. We are proud to offer all Mortgage Broker Service clients a complimentary Debt Management Plan from a qualified licensed CFP Financial Planner.
As Financial Planners we understand the importance of having a debt management strategy in place first, before considering home 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. Making 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.