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
