Financing and refinancing are both big decisions. Having the right advice can save you tens of thousands of dollars over the life of a loan. While many of us have relationships with particular banks or lending institutions, this only gives you access to a limited range of products. By dealing with a professional finance broker, you gain access to a superior service offering, and a full range of products from many different lenders.
The types of loans that a finance broker can assist with include:
The types of services you can expect from a finance broker include:
We utilise the services of two excellent finance brokers.
Maxwell Financial are specialist finance brokers, located in Spring Hill. Managing Director, Russell Maxwell, has over 35 years working in the banking and finance industry, including senior management roles in Corporate and Business Banking, Commercial Finance and Equipment Finance. Russell is regularly working out of our Springwood office and in most cases can meet with you at a location that suits.
Start by talking to your PT Partners advisor. Once we've understood your circumstances and requirements, we'll select the finance broker best suited for the task.
We'll then assist you in arranging a complementary, no obligation meeting with the chosen finance broker. If appropriate, we can speak with them prior to the meeting to provide any necessary background. We can also assist with any information requirements they may have after the meeting, such as copies of financial statements, income tax returns, etc.