My Mortgage Advice - Cheltenham (VIC)

5 /5 Liz: My partner and I were recommended to Paul by our fabulous accountant, and we were definitely not disappointed! Us, being first home buyers faced a lot of unknowns. Paul guided us through every bit of the process from “looking” at the housing market and our finances, to buying our first home with confidence. Paul answered all our worries/fears/questions (no matter how silly) , working with both our shift work schedules and riding the rollercoaster with us. Paul was always there to answer the phone and talk us through it all. He’s a down the line, realistic broker who will be transparent with no surprises. Paul does anything and everything for his clients and we can’t thank him enough. Will definitely be back in the future!

5 /5 Nadine FM: We have been clients of Paul’s for nearly a decade. In that time, he has provided us with invaluable advice. His recommendations have always been thoughtful and measured with only our personal goals for the future in mind. The suggestions he has made have streamlined our finances to create what we believe is a sound financial and safeguarded future. Recently we sought Paul’s help to purchase our dream home. We could not have done this had it not been for his hard work to secure the financing, and at a competitive rate – something that seems a rarity in this financial climate. From our initial contemplation to purchase our home, Paul guided us through the intricate process of selling our previous property and refinancing for our new house. Throughout the process we bombarded him with countless questions and queries, all of which were answered and explained no matter how insignificant they seemed. He went above and beyond with us and our solicitor to ensure that our settlement went smoothly. We could not have created this outcome by ourselves, and are so genuinely grateful. Thank you so much Paul for all your hard work.

5 /5 Ines Castro: On behalf of myself and my husband Carlos, we would like to express our gratitude for your professional and selfless service that you have given us throughout the time we have known you, and at the same time we enjoy a closeness of collaboration, friendship and understanding. It is very important for us to maintain access to Advice and regular reviews about our Financial Planning situation. We have received the benefits of Paul as a Professional Adviser together with his staff in our retirement with Super and savings as well as helping us put our Estate Plan in order and liaise with Centrelink on our behalf. In conclusion, we must mention that we are completely proud to maintain our relationship with Paul and his team , as they ensure both ourselves and our families achieve a safe well-being and great peace of mind to achieve our goals. Finally Paul, we wish you great success in your business and the best of luck, because you deserve it. Kind regards Ines and Carlos

5 /5 Hasitha Mahawattegedera: A big thank you to Paul and the team at my Financial & Mortgage Advice for guiding us through to a very successful outcome for our refinancing needs. Paul was open & transparent from the start and provided sound advise based on his vast experience. We found Paul has the ability to quickly assess personal needs and advise truly personalised options. It was amazing how quickly he was able to work through and finalise the outcome. This is the second time Paul has assisted us, with previously guiding us through an investment property loan. Both times we received very diligent ,excellent service. We would highly recommend Paul’s services. Hasitha & Anne

5 /5 Clayton T Ford: Paul took the time to truly understand our situation and objectives, identify and explain a range of finance options, provide his professional advice on how best to structure our financing, then went above and beyond to negotiate us a great deal. Throughout the transaction, Pauls counsel and follow-up was invaluable; and reassuring to have him in our corner.