Finance
Recommending, advising on and arranging finance for investors and home owners is the cornerstone of Portfolio Financial Group's operation.
The types of loans we arrange are listed here. They will look very similar to every other broker or bank website. It’s not about what we CAN do rather than what we SHOULD do. For example, if you wanted to buy an investment property and already owned a house with a modest loan against it, there are at least 3 different ways to structure your funding. What’s more the best way would only be evident after we got to understand not just what you want now, but your hopes and ambitions for the next 10 years.
Given that our business is 100% referral based, our objective is to get it right time after time so that you will become a long-term client. This process starts with the first loan we do for you, and doesn’t finish until well into retirement. Many of our clients are up to their 6th or 7th investment property. As their portfolio expands, so does our responsibility.
In reality, finance is the start but not the finish.
Ask yourself where your bank manager will be in 2 years time. Where were they 2 years ago? Do you even know their name? And although they may understand their own bank’s lending policy, do they really understand you?