Why Choose In Financial Services For Help With Loans, Refinancing And More?
We’ve helped hundreds of happy clients achieve their dreams of home ownership, investment success, personal satisfaction and financial freedom. We love to receive referrals and repeat business, with the majority of our clients using our services again and again, while referring us to their family and friends.
Here’s why In Financial Services is your first choice for loan guidance:
- Comprehensive options covering all major lenders:
Thanks to our huge database and close relationship with our lenders, we’re able to help you with a comprehensive selection of financial products, and negotiate great deals. You don’t need to shop around doing endless comparisons; our expert loan specialists will only suggest products suitable for your specific needs.
- Tailored guidance for you as an individual:
We treat our clients as individuals, not numbers. We make the effort to gain a deep understanding of your current financial requirements and future plans. We suggest products that are structured correctly and will work for you.
- Complete care from start to finish:
Our team will make sure you have access to all the support you could need. We’ll liaise with banks and other lenders on your behalf, keep you fully updated, and continue communication every few months after your loan settles. We can even put you in touch with other industry professionals to help your plans come to fruition.
- Highly qualified team of experts:
Our team of industry experts are highly qualified and experienced. All our loan writers hold a diploma in Finance and Mortgage Broking Management, and all staff continue to update their knowledge with training sessions throughout the year. We are members of the MFAA (Mortgage & Finance Association of Australia) and CIO (Credit and Investments Ombudsman). We’re also friendly, easy to talk to and won’t confuse you with unnecessary jargon.
Meet The Expert Team Behind In Financial Services
Jillian Danfield is our manager and senior mortgage consultant, who comes with a wealth of experience. Well known in various sectors of the finance industry, Jill uses her vast knowledge to match your loan and structure to your situation. She has expertise in equipment finance, commercial and complex deals, so if you need someone who can set up your structure to suit companies and trusts, stop looking- you’ve found her!
Janine Harris is the director of In Financial Services and is passionate about her job. Janine’s qualifications include a Diploma in Finance and Mortgage Broking, a Real Estate License, Certificate in Commerce, Retail Management Course and various premium accreditations with lenders. Her no nonsense approach to finance gives her clients confidence that they are in good hands.
Donna Plumridge leads our processing team. Being in the industry for almost ten years ensures Donna understands the banks’ policies and will take on the credit team on your behalf if needed. Being an investor herself, she understands her clients’ needs and considers customer service her highest priority.
Sarah McLaughlin follows your loan from submission to settlement. She will be in touch with lenders on your behalf, organise bank accounts for you and check your documents to make sure they are correct before you sign them. Sarah understands that your purchase or refinance is important to you, and she is happy to remind the banks that you are a person, not a number.
Debbie Latter looks after our clients after their loans settle. She contacts them on a regular basis and monitors their loan in regards to interest only periods and fixed rate terms. Debbie’s priority is for our clients to be confident that they are continuing on the path to financial freedom. She does this by discussing their current situation and organising reviews for them when necessary. She understands that even if our clients are still happy with their loan, reviewing their loans is important as there may be another product or structure that is more suitable to them now.
Looking for the right loan?
Do you want to learn more about how a correctly structured loan can make life easier for you? Ask our team how they can help you.
Would you like to take advantage of great interest rates and offers from all major lenders? Could your financial situation do with an overhaul?
If you would like to buy your first home or update your current home; If you have equity in your home but don’t know how to make the most of it; if you own investment properties or want to take your first steps in property investment; if you have a good income but feel that your personal debt is holding you back, book your free consultation today and see how In Financial Services can revolutionise your finances.
Book Your Free Consultation Today
Call our office on 02 49348558 and come in for a free review. We’ll find out about your requirements and plans for the future, and suggest suitable products to meet your needs. Save yourself time, effort and money, and call In Financial Services today.