Our Promise to you

I want an advisor that will take the time to discover my needs, provide unbiased and personalised advice and develop an ongoing advisory relationship with me.

Why choose Finance Tactics as YOUR Mortgage Broker?

  • Our focus is not to be the biggest, it is to provide the best possible service to our clients.
  • We undertake ongoing industry training to ensure that we are always up to date  keeping us consistently one step ahead of the market.
  • We believe the key to success is to spend time getting to know you, and really listen to you, before putting together a financial strategy that suits your personal needs and aspirations.
  • We take has a holistic approach to your financial situation and consider your short and long term goals.
  • We do not charge you a fee for mortgage broking services as the lenders pay a commission. All commission is fully disclosed to you. (*see note below)
  • We are willing to come to you, at your home or workplace, if you are unable to make it to our office.
  • We explain loans, structures and investment possibilities in laymans’ terms.
  • We offer a referral reward program – 48% of clients have consulted Finance Tactics more than once and 28% of our clients are referred by family and friends.
  • We provide free access to RP Data – the property profile information software – to help you make an informed decision about buying selling, refinancing or developing.
  • We have excellent relationships with accredited Financial Planners, Accountants, Lawyers, Conveyancers, New Home Building experts and many more.  See our list of professional services – link to network page.
  • We will contact you at least once a year to review your loan status.
  • We offer all of our clients the opportunity to promote their business on our website.

*In the event that we do prepare advice for you (in the form of a Statement of Credit Advice) but it does not result in us establishing a new loan, we may charge you a professional fee of $500 (+ GST) for the provision of credit advice. This fee may be tax deductible if our advice relates to investment loans.

When dealing with Finance Tactics you can expect:

  • Once we have a detailed understanding of your current and future borrowing requirements, we identify the best loan structure and products to meet your existing and future needs. During this process we may also identify Financial Planning, Accounting and Estate Planning matters. We have trusted service providers and professionals that can attend to your needs.
  • Sit back and relax. Let us do all the hard work!  When you are ready to go ahead we can put together the complex loan application and manage all the correspondence. 
  • Finance Tactics make it easy.  Tina and Al will guide you from start to finish, and best of all it’s a FREE service.
  • Any enquiries, questions and requests (now and into the future) will be responded to with urgency, honesty and respect. We endeavour to return emails and phone calls within 2 business hours. 
  • Our aim is to build a long term relationship with you based on mutual trust and loyalty.