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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Platform Financial

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Melbourne, VIC
Platform Financial

We pride ourselves on our customer-centred approach. Our values of honesty and fairness mean we put your interests first.

Platform Financial is a leading mortgage broker in South Yarra and Geelong, VIC. We provide a wide range of financial services to businesses and individuals, including business loans, home loans, property investment, refinance services, assets & equipment loans and commercial loans. We are committed to providing our clients with the best possible service and have a proven track record of success.

We have helped hundreds of clients achieve their financial goals and we are confident that we can help you too. Contact us today to learn more about our services and how we can help you achieve your financial goals.

30/01/2025

Want to know what makes areas like Stonnington special in the property market?

Here’s the lowdown;

↳ One of Melbourne's premier property markets
↳ Strong capital growth history
↳ Diverse property opportunities

Why area specific expertise matters for your loan:

↳ Understanding local property values
↳ Experience with premium lending
↳ Track record of successful settlements

Looking to buy or refinance in Stonnington?

What's drawing you to the area?

Share below! 👇

29/01/2025

Struggling to understand home loan grants?

You're not alone.

Here's what most first-home buyers need to know:

→ Grant eligibility varies by state
→ Different grants have different deadlines
→ Income caps matter more than you think
→ Property value limits change yearly
→ Construction grants differ from existing homes
→ Previous property ownership affects eligibility
→ Some grants can be combined
→ Documentation requirements vary
→ Application timing is crucial
→ Professional guidance helps

Want to learn if you qualify for any grants?

DM me for more guidance on maximising your first home buyer grants.

27/01/2025

What makes a great broker relationship?

David's experience shows us:

❌ Some brokers disappear after settlement
✅ "Worked with them on numerous occasions"

❌ Some prioritise quick fixes
✅ "Professional, caring and with you every step"

❌ Some provide limited support
✅ "Achieve the best outcome for your requirements"

❌ Some make empty promises
✅ "Have not let me down"

Ready to experience this level of dedication yourself?

Schedule a free call on the link in my bio.

26/01/2025

Worried about loan serviceability as a Sales Professional?

There's more to it than just your income.

4 Steps to Stronger Serviceability:

1. Income Optimisation
↳ Understanding all acceptable income types
↳ Properly documenting irregular income

2. Expense Management
↳ Reviewing living expenses
↳ Addressing debt consolidation options

3. Deposit Structuring
↳ Exploring different deposit sources
↳ Understanding lender requirements

4. Lender Matching
↳ Finding the right policy fit
↳ Timing your application

Want to learn how to strengthen your application?

DM me for more guidance on improving your loan serviceability.

23/01/2025

Ever noticed how life's best lessons come from unexpected places?

Today's wisdom comes from the golf course🏌️‍♂️

Here's what I realised:

🔴 The Challenge:

Just like golf, property finance requires precision, patience, and practice

🟡 The Approach:

Take time to analyze the situation, choose the right tools, and execute with confidence

🟢 The Outcome:

A perfectly positioned shot at your property goals

What sport has taught you the best life lessons?

Share below! 👇

22/01/2025

Thinking about refinancing but feeling overwhelmed?

You're not alone - but let's make it simple.

Here's your checklist:

→ Check your current rate
→ Review your loan features
→ Calculate your equity position
→ Consider your future plans
→ Assess your credit score
→ Gather recent payslips
→ Review your expenses
→ Check exit fees
→ Compare available rates
→ Consider fixed vs variable
→ Look at offset accounts
→ Think about loan terms

Ready to see if refinancing could benefit you?

DM me for more guidance on refinancing your home loan.

20/01/2025

Want to know what real clients say behind the scenes?

Their words tell the story better than I ever could.

Common concerns I hear from families:

↳ "Will we qualify for enough?"
↳ "Are we getting the best rate?"
↳ "Can we trust our broker?"

Here's what Tim & My-Linh discovered:

↳ "Ben is thorough and honest"
↳ "He helped achieve our financial goals"
↳ "We recommend him to family and friends"

Want to see how we can help achieve your family's financial goals?

Schedule a free call on the link in my bio.

19/01/2025

Is your bank really giving you the best deal?

Let's challenge the "just go with your bank" mindset.

Here's what you need to consider:

Cons:
❌ Limited to one lender's products
❌ No comparison shopping
❌ Less negotiating power
❌ No independent advice

Pros of Using a Broker:
✅ Access to multiple lenders
✅ Competitive rate shopping
✅ Strong negotiating position
✅ Unbiased recommendations

Want to explore what other options are available?

DM me for more guidance on finding the right loan for your situation.

16/01/2025

What moments in life define your path?

Found my old Hawthorn Hawks jersey today, and it got me thinking.

3 Steps That Changed My Game:

1. The Wake-Up Call
↳ Realised I wanted to do more than just talk about property dreams

2. The Career Switch
↳ Left property recruitment after years in the industry
↳ Took my brother's advice to explore mortgage broking
↳ Learned everything I could about finance

3. The Winning Move
↳ Started Platform Financial 8 years ago
↳ Applied my recruitment skills to understanding client needs
↳ Found my perfect match helping Sales Professionals achieve their goals

Just like in AFL, sometimes the best plays aren't the obvious ones.

What career pivot changed your game?

Share below! 👇

15/01/2025

Are you a Sales Professional who’s been told 'no' by a bank?

That might not be the final answer.

Here's what you need to know:

❌ Banks often use rigid assessment criteria
✅ We know how to present your case effectively

❌ Computer algorithms can miss important details
✅ We ensure human reviewers see the full picture

❌ Standard policies don't fit everyone
✅ We know when and how to seek policy exceptions

❌ Banks don't always explain their decisions
✅ We help you understand and address concerns

Ready to explore your options for loan approval?

DM me for more guidance on getting your loan approved,
even if you've been declined before.

13/01/2025

When it comes to financing, what makes the difference between stress and success?

Let me share my client Jennies’ story:

🔴 The Situation:
Needed to purchase a new property AND refinance existing loan - a complex challenge

🟡 The Process:
Partnered with Platform Financial for professional guidance and efficient service

🟢 The Result:
"The service was extremely professional and seamless from start to finish. Ben was really knowledgeable and efficient in securing our finance and the organisation throughout the settlement process was greatly appreciated."

Ready to experience this same seamless journey for yourself?

Schedule a free call on the link in my bio.

12/01/2025

Feel like you're drowning in loan paperwork?

Let's talk about managing your own loan application

As a busy Sales Professional:

Cons of DIY:

❌ Time-consuming paperwork
❌ Complex policy navigation
❌ Limited lender access
❌ No advocate in your corner

Pros of Professional Help:

✅ Expert application handling
✅ Policy knowledge
✅ Multiple lender options
✅ Dedicated support

Want to make your loan journey easier?

There's a better way to navigate the process.

DM me for more guidance on making your loan journey smoother.

Address

3/54 Garden Street South Yarra
Melbourne, VIC
3141

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+61416538369

Website

https://www.platformfinancial.com.au/

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