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Independent Mortgage Planners

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Independent Mortgage Planners

Profile:

The role of a Mortgage Planner is to:

   work with you to identify appropriate mortgage lending products for your needs,
   educate and assist you to remove personal debt as quickly as possible,
   provide ongoing review and assistance to improve your financial position, and
   assist you to ensure risks are mitigated or protected.

In many respects a Mortgage Planner brings together the best of the skill sets of a Mortgage Broker and a Financial Planner.
However, your Mortgage Planner will also involve specialist Advisers (such as Financial Planners and Accountants) to ensure that your total financial picture is appropriately addressed by people with the relevant qualifications, experience and Licences.

Overview:

Mortgage Planner is a term that has only recently come to be used. As such it is probable that it means different things to different people. To us it simply denotes a professional approach to assisting Clients by blending the best that a Mortgage Broker and a Financial Planner can offer - without the disempowering focus on regulated products enforced by an industry in the grip of product manufacturers.

While our Mortgage Planners tend to offer a broader service, the way in which we are remunerated coupled with the fact that we can offer independent advice and assistance places us in a similar category to Pro Consumer Brokers or Borrowers Agents.

Our skills and capabilities include:

   Facilitation of unique and empowering mortgage products

   Assistance with the elimination of personal debt

   Assistance with ensuring risks are protected and/or minimised

   Assistance with recycling debt into growth assets (good debt)

   Empowering Clients with investment opportunities that are not “product based”

   Teaching greater financial literacy so that hard working Australians can get off the debt spiral and look forward to self-funded (and maybe early) retirement

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