More than Finance
At Bondi Broker, we work with you to help achieve your finance goals, simplifying the loan process, providing a selection of product choice and peace of mind throughout. Acting as a professional resource, we work both with you and your service providers (real estate agents, conveyancers and lenders) during your purchase and refinancing process, ensuring you secure the finance that best suits your current circumstances and aligns with your future goals.
After extensive industry research and time interacting with clients to assist with their financial needs, I realised that there are many opportunities where I may be able to add value. Whilst a residential mortgage is a significant event in many peoples’ lives, I found that I could help my clients by improving their financial knowledge, and in turn their behaviour, so that they can achieve their financial goals sooner.
My new business, Bondi Broker, has been developed to provide a broad range of services and support, designed to meet the customer's needs today and into the future.
My key areas of focus are:
- Identifying client goals - both in the short and long term and developing plans to achieve
- Providing personalised solutions to meet your finance needs today
- Ongoing support for the life of your loan and beyond
Ultimately, helping people save money and develop a path to financial freedom through advice and education on their journey to achieve their personal goas is the highest priority for the business.
One of the most important elements in business is having the opportunity to support the local community wherever possible.
In 2017, I was fortunate to have an opportunity to sponsor the local surf club, providing initial sponsorship (surf rescue board) and an ongoing sponsorship deal, designed to help raise funds to increase awareness of the importance of water safety and to fund the urgent needs of the club.
If you would like to donate to the club, please follow the link below:
A few facts about the Bondi Surf Bathers' Life Saving Club:
- Officially recognised by SLSA as the oldest surf life saving club in Australia
- First meeting 21st February 1907
- Club goal - no lives lost at Bondi Beach
- Current members - over 1,400