Services Offered
- Residential Home Loans
- Commercial Finance
- Insurance
- Deposit Bonds
- Full Financial Planning Services
About Steve
Stephen has been a qualified mortgage broker since 1996. Working in various finance roles throughout Queensland, New South Wales and Victoria. Always involved in “face to face dealings with clients, through to running teams of brokers, recruitment, and training.
“I love to be out and about meeting people, developing new friendships, and assisting people achieve their goals. The success of this is measured in the trust people place in me, and also by the introductions I receive to their friends and family”
Current business service offerings: Residential Home Loans, Commercial Finance, Insurance, and Full Financial Planning Services offered through an experienced team of specialists.
Client Testimonials
"After receiving extremely positive recommendations from several friends and colleagues who have dealt with Stephen for their mortgage needs, I decided to ask for his help when purchasing my first home.
Stephen was fantastic from the beginning. I have zero knowledge of the process and Stephen helped me through the entire thing from working out a budget, getting pre approvals with the bank, and arranging the first home owners grant and sorting through all the paperwork after I had purchased. He even attended and bid at the auction for me as I had never been to one before. He always took the time to answer all my questions and make sure I had a full understanding of the process at every step. Through his professional manner and the time he spend understanding my personal situation, he gained my full trust from our first meeting and always exceeded my expectations during our dealings and as such I am continuing my dealings with him as a financial planner. I would recommend Stephen to anyone for their mortgage and financial planning needs. Thanks"
Jen
Sales Executive Richmond VIC
"Your advice and assistance was priceless to me, and thanks for putting up with all my questions.
Also wanted to say thank-you for the wine. It was such a nice thought and I really appreciated it, and will be sure to enjoy it."
Ardelle
Human Resources Brunswick East VIC
Qualifications
- Diploma Mortgage Broking Management
- Advanced Diploma Financial Planning
Community involvement
- Families of the practice live in the areas above
- Children attend local schools and are involved in a variety of sporting and social clubs/activities
