Finance Broking
A superior service offering and access to a full range of products from many different lenders.

Finance Broking


Background

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:

 

  • Residential Property Finance for Owner Occupied Properties and Investment Properties
  • Commercial Property Finance
  • Development Finance
  • Self-Managed Super Funds (SMSF) Loans
  • Motor Vehicle Finance
  • Equipment Finance
  • Business Finance

 

The types of services you can expect from a finance broker include:

 

  • Meeting with you to understand your needs
  • Researching and sourcing finance solutions including a review of product features, rates and fees
  • Calculating your borrowing capacity with a range of lenders
  • Preparing a professional standard finance submission and collating all supporting information required
  • Liaison with the Lender
  • Negotiating approval and satisfying approval conditions
  • Arranging valuation of residential and commercial properties
  • Arranging loan documentation and execution of documents
  • Coordination of settlement with the relevant parties.

 

OUR advisOr NETWORK

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.

  

nEXT STEP

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.

Contact us by email or call us on 07 3808 4499
Level 3, Plaza Chambers, 15 Dennis Road, Springwood, QLD 4127