My parter and I had a great experience with Greg from SimpleFin regarding what to do with our own home loan, the funds we had in offset and how we could look to invest for our future. Greg was able to simply explain the different considerations and how to ensure we structured the loans in the most tax effective way. We would have set our loans up all wrong if it wasn't for working with Greg. Highly recommend working with him, it was great!
William and Min
As a financial planner, its great to work with a broker who understands different loan structures and the tax implications. Greg has been able to help me and clients of ours to find great deals with lenders, help them unlock equity for future investment and also ensure the loans are structured correctly.
Michael
As a professional from outside the finance industry, Greg was able to simply explain how different loan products and features would benefit our personal situation. He genuinely took an interest in our situation and cared enough to explain it all to us in a way we could understand. I also love how he kept us in the loop the entire way through our refinance and really took the stress out of it for us. Huge time and stress saver!
Jacquline and Stephen
Anna G.
Office
Suite 1, Ground Floor, Enterprise 1, UOW Innovation Campus, Squires Way North Wollongong, NSW, 2500
