Working closely with clients, a mortgage planner aims to define an individual’s hopes and plans for the future, in order to ascertain the best possible product that will enable that individual to realize their hopes and dreams.
Accredited to the Mortgage Industry Association of Australia (MFAA), Simon Adler can source loans for individuals, families, and corporations for domestic, residential, personal or business investment purposes from a large range of lenders including, but not limited to, major banks, building societies and non-bank lenders.
Other services provided include:
- Lo-Doc Loans
- Commercial Loans (Lo-Doc & Full Financial)
- Leasing - Equipment, Motor Vehicle, Computers, etc
- Debtors Lending
- Development/Mezzanine Finance
- Equity loans
- Reverse mortgages
A mortgage planner’s expertise is often sought by the financial adviser to advise clients on sources of funds that may allow investments to be geared, such as shares or property. Simon Adler works side by side with financial advisers with clients needing mortgage funding to achieve their goals.
The following links have Stamp Duty calculators and First Home Owner Scheme application forms:
Office of State Revenue NSW www.osr.nsw.gov.au
Office of State Revenue QLD www.osr.qld.gov.au
Office of State Revenue VIC www.sro.vic.gov.au
Office of State Revenue SA www.revenuesa.sa.gov.au
Office of State Revenue WA www.osr.wa.gov.au
Office of State Revenue TAS www.treasury.tas.gov.au/tax
Office of State Revenue NT www.revenue.nt.gov.au
Office of State Revenue ACT www.revenue.act.gov.au
Dollar Growth Group - Providing Advice for Life
