How it works at Mortgage Planners

If you are planning 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 time? Engage Mortgage Planners right from the beginning, and we will save you time and money by taking care of all the details. Here is 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 we 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 completed within the required timeframes. 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.

Mortgage Planners has trusted referral partners in all mortgage related fields, such as Solicitor and Insurance Advisers to name a couple, to ensure you receive the best financial service outcome.

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

• First home buyer – if you are new to the property market, take advantage of my 40 years of experience, I would love to help.
• Buying your next home – it is really important to get the correct advice on your next finance options, based on the sale of your home.
• Building a new home – we can source finance for the section as well as new construction.
• Refinancing your mortgage – we will research the market for the most appropriate deal.
• Restructuring your finances – for better control or cash flow, we will get you organised.
• Property Investment – needs planning! Let us collaborate with your accountant to structure your investment correctly.

Whatever your mortgage needs, Mortgage Planners can help you – for free. How does that work? Banks pay us commission to bring them your business, that is how. The commission 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 needs. 

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