We have been in the Mortgage, Financial Planning and Property space for over 18 years. We have seen a lot of changes in the industry. There’s a renewed focus on delivering great outcomes for customers, but we have been focused on that since the beginning for our clients and partners.
Our background ensures that we review your lending requirements as part of a much larger picture. What loan structure will deliver the best results, what are your financial goals, which products are most closely aligned with your needs and making sure you work with the right professionals and people to achieve this.
We launched FinOptix to bring our collective experience together as we are excited about the direction the finance industry is moving. We cosider that our broad range of experience adds value to our clients and referral partners. It’s an interesting time in Financial Services and we have always been focused on you, the client. From our perspective it’s not just for the short term interest rate focus and facilitation of your loan, but discussing your long term goals, your family, security and making sure they align and we have a path to help you move forward.
We look forward to sharing our story, and helping all our clients and partners protect, build and grow.
Sincerely
David, Justin and the FinOptix Team.
