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How it works at Mortgage Planners

If you’re thinking of taking out a mortgage, contact Mortgage Planners first. Of course you can call us in at any stage of your negotiations, but why not save yourself the bother? Involve Mortgage Planners right from the beginning, and we’ll save you time and money by taking care of all the details. Here’s how it works:

Before we start, we make it clear – you get our service for free.

Next we discuss your financial position. You let us know your plans, what you need the mortgage for, and how it will fit in with your budget.

Then we will research the market for the mortgage solution that fits with your plan, so you can start your house hunting with confidence.

Your mortgage may be approved, but Mortgage Planners still have work to do! For any property of interest I will view online, check the auction pack and guide you accordingly. We connect with your solicitor and real estate agent to make sure all the details and documents are taken care of in good time. We will explain just how an auction process works so you are well prepared and ready to purchase with confidence. 

Before settlement date, we check back with you again to make sure everything is on track.

We have trusted referral partners in many fields, such as Insurance and FX to name a couple, to ensure you recieve the best financial service outcome.

Not sure if you need Mortgage Planners? One of these could be you:

  • First home buyer – if you’re new to the property market, lean on my many years of experience, I would love to help.
  • Buying your next home – don’t just transfer your existing finance, ask us to explore and advise on your options first.
  • Building a new home – we can source finance for the section as well as new construction.
  • Refinancing your mortgage – we’ll research the market for the most appropriate deal.
  • Restructuring your finances – for better control or cash flow, we’ll get you organised.
  • Property Investment – needs planning! Let us work with your accountant to structure your investment correctly.


Whatever your mortgage needs, Mortgage Planners can help you – for free. How does that work? Banks and financial institutions pay us commission to bring them your business, that’s how. This is only paid on a successful settlement outcome, so you can be assured of my expert advice to reach a conclusion that best suits your need. 

If you’re on the list, contact Mortgage Planners to save time, money and hassle, and get the mortgage that is right for your needs.