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SW Brokerage profile image
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SW Brokerage

We don’t walk away once the mortgage is settled. We stay in touch, regularly checking in and ensure the bank/product you choose initially is still the right fit for you, plus we provide education and tools that help you to manage your finances. We also act as your financial concierge, connecting you with trusted, skilled financial professionals, no matter what your need. We help you adapt your financial commitments to your circumstances at every stage throughout your life, and help to move you towards your financial goals.

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Hear from
a professional

What do you love most about your job?

I genuinely love helping my clients into their properties, or helping people to refinance to adjust to their circumstances. I really enjoy coaching people along the way with tips and habits to help them pay off their loan quicker or identifying other financial opportunities that they might think is applicable to them.

What inspired you to start your own business?

I also really value staying in touch with clients over many years, seeing them through different life stages and helping to adjust their lending to suit each new stage. Working with ongoing clients on their goals is very rewarding, taking the holistic approach is important to any ongoing relationship with clients. Most important is putting their needs first!

Why should our clients choose you?

I’ve spent 20 years working for myself as a mortgage broker, and in that time I’ve come to know how to best support clients as they go through the lending process. It’s about more than just a sharp home loan rate, it’s about becoming a part of the client’s financial team and helping them to identify financial opportunities that they might not see themselves. After so many years in the finance industry I've become also someone that talks about financial growth and guiding clients in the right direction, it's how I'd like to be treated

Can you provide your services online or remotely? If so, please add details.

We can certainly provide this, we have a board room available to facilitate this, plus we have online zoom/google hang out for clients to dial in. We have system where we can share screens so clients can see what is we're talking about. We've also invested into an online client fact find that's secure, so when completing as a client with their information it's quick and easy.

What changes have you made to keep your customers safe from Covid-19?

We have an online platform that can help clients speak to us via google hang out or zoom call. Plus we have masks if you'd prefer an appointment at our office

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Reviews

4.96/5.00

based on 229 reviews

The average rating for Bark Mortgage Advisors in Brisbane is 4.96, based on 229 reviews.

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