Share this post

When we meet with a client, we believe it’s our job to look beyond the upfront goal and advise what is best for them considering their financial situation and long-term goals.

In an article on Mortgage Professional Australia, Ivo De Jesus shares how he developed a long-term property investment plan which was at odds with the client’s initial goals, but ultimately better for them financially in the long-term.

Read the article here >>  Happiest Clients: Looking beyond the upfront goal

 

Related Post

SEPTEMBER 15, 2021

Why the banks won’t...

NSW Government Cancels Certificates of Title – What does that mean for you? From...

FEBRUARY 3, 2021

Why Queensland is Becoming an...

Where is the best place to invest in property in Australia? We're breaking down the...

DECEMBER 2, 2020

5 Reasons To Refinance Your...

It’s easy to get comfortable with your loan. You know what the payment is, what account...

NOVEMBER 3, 2020

8 Questions You Need to Ask...

It’s no secret that real estate agents sometimes get a bad rap – but whether you’re...

OCTOBER 6, 2020

How to Choose the Right...

With the HomeBuilder grant available until December 31st, 2020, more and more Australians...

MAY 9, 2018

Is Brisbane the new Sydney...

Search any travel guide on Australia and chances are Sydney will be named as the best...