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Financial Goals

Financial Goals

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Financial Goals

The role of a mortgage broker is to understand your current financial situation and recommend strategies and products to help you reach your financial goals. A mortgage broker is up to speed on the latest economic policies and financial legislation, and is able to recommend the most current and strategic plans to boost your financial growth.

How We Help

When you come to Infinity Advisory, you’re in experienced hands. We’ll work with you to understand your financial goals and help you find the right loan and lending partner to make it happen. We liaise directly with the banks and lending partners on your behalf. We compare all the loan options and come back to you with suggestions on the best fit.

Send us an enquiry using the contact form and we’ll be in touch with you shortly.

Initial Chat

During our initial chat we get a high-level understanding on your financial situation and your goals.
01.

Ready to Borrow?

If you’re ready to borrow we’ll ask whether you’d like us to act on your behalf to get you the finance you’re looking for. If you’re not ready to borrow, we’ll help you put a plan in place to help you achieve what is needed in the meantime.
02.

Leave it to Us

Now, other than our very regular updates, leave it to us! We do the legwork comparing across multiple lenders to get a competitive rate for your situation. We submit all the relevant documents to your lenders and manage the process through to settlement.
03.

Finalise Your Loan

Finalising your loan is often an exciting and rewarding milestone, and we love to celebrate this with you!
04.

Ongoing Contact

We keep in touch! We proactively ensure that you always have a competitive rate for your situation so… you’ll keep hearing from us!
05.

Make Enquiry

Infinity Advisory Director and Mortgage Broker Claire Stewart

Get in Touch

0421 682 181

[email protected]

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