Jeff Wood - FinancePath

Jeff Wood - FinancePath I offer my clients the education and advice to make the things that matter to them the most a reality! My family and spending quality time with them.
2.

Who I Am:

I am extremely passionate about three things:
1. Playing and watching sport, manly cricket and AFL football.
3. DIY home projects. This is who I help:

I help people find the best mortgage for their circumstances. FIRST HOME BUYERS- I will sit down with them and explain the ins and outs of the what is required to obtain their first mortgage, if they aren't in a position at the moment,

then I will let them know what will be expected of them from a lenders perspective, so that they will know what to aim for. I will handle the First Home Owners Grant for them, lodging this upon document signing, post approval. REFINANCERS - Will have a look at their current mortgage and find them a better rate and a tailored solution to suit their needs. I could discuss ways to pay off the mortgage quicker or prepare them for a possibility of purchasing an investment property in the future. I can also look at obtaining finance for the following reasons using the equity in their properties:

- Consolidate existing debts into their mortgage
- Renovations
- Holidays
- Other properties
- Vehicle purchase
- Pay out business debt

INVESTORS - I can work with them and their accountant to setup the best possible structure for their mortgage. Access the equity in their existing properties to help them purchase a new property. I can organise a pre-approval (approval subject to finding property) for them to make sure they feel comfortable and confident about the purchase. This Is How I Help Them:

I take away the need to talk to the bank. I will deal with the banks, therefore making this process as stress free and easy as possible! I know what documents are generally required by each lender, so I would rarely need to go back to them for documents after lodgement. Once the loan is approved and documents issued. I will sit down with them and go through the mortgage documents, making sure that they understand them.

Throwback to last Friday night and the Blu Mortgages team celebrating the end of the financial year with a few drinks an...
18/07/2022

Throwback to last Friday night and the Blu Mortgages team celebrating the end of the financial year with a few drinks and a highly competitive game of shuffleboard!

Thank you to our amazing clients, referral partners and family and friends who have helped make the last financial year our best year to date. We can’t wait for an even better experience next year!

01/06/2021

Whether it be the purchase of a new home, restructuring your existing debt, investment in a commercial property, buying a new car, or starting a new business we have a tailored solution for you.

Happy Lunar New Year from the team at FinancePath. Wishing you a prosperous and joyful year.
11/02/2021

Happy Lunar New Year from the team at FinancePath. Wishing you a prosperous and joyful year.

G O A L S. By clearly defining your goals and aspirations the FinancePath team will be able to help identify the steps n...
10/02/2021

G O A L S. By clearly defining your goals and aspirations the FinancePath team will be able to help identify the steps necessary to bring your GREAT to life.

Where do you want to be in 10 years time?

In 2020, Covid-19 changed the way we work and normalised working remotely. What will your work environment look like in ...
04/02/2021

In 2020, Covid-19 changed the way we work and normalised working remotely. What will your work environment look like in 2021? Time to renovate or redesign your home office space this year? Get in touch to see if FinancePath can assist.

📷

We're mortgage managers. Personal, customised lending advice for the long haul.  Get in touch to find out more.         ...
02/02/2021

We're mortgage managers. Personal, customised lending advice for the long haul. Get in touch to find out more.

The Reserve Bank has held official interest rates at a record low 0.10% at its first meeting in 2021.Home loan rates are...
02/02/2021

The Reserve Bank has held official interest rates at a record low 0.10% at its first meeting in 2021.

Home loan rates are set to stay low. To take advantage of this historic low cash rate talk to a FinancePath Credit Adviser today.

Address

Suite 12, 15 Ricketts Road Mount Waverley
Mount Waverley, VIC
3149

Opening Hours

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

Telephone

+61408526851

Alerts

Be the first to know and let us send you an email when Jeff Wood - FinancePath posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share