Big Deal

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A Big Deal: Aaron Christie-David
Finance broker and MD at Atelier Wealth on how a challenging client can be a blessing in disguise
A Big Deal: Scott Roberts
Scott Roberts, chief executive of IBN Direct, discusses how a second opinion and collaboration led to a client’s happy ending

A Big Deal: Jenel McClelland
Jenel McClelland, senior mortgage broker and founder of Green Apples Finance Australia, explains how working with her client to understand the worth of a deal was key to getting it over the line with the lender
A Big Deal: Greg Woolley
How believing in his client when no one else did sustained one broker through a series of rejections before the happy ending

A Big Deal: Martin Mulder by AB
Martin Mulder, business adviser at VHM Finance Partners, explains how he identified invoice finance as the solution for a construction company refused further credit by its incumbent bank
Broker pulls off a big deal by Melanie Mingas
Following her holistic solution, she received referrals from the project’s builder, agent and valuer
A Big Deal: Michelle Lewis by Melanie Mingas
How a diligent savings plan helped one FHB keep their property ambitions on track when all other avenues were exhausted
A Big Deal: Steve Milligan by Melanie Mingas
Picking up another broker’s bad deal is a challenge in itself, but when the self-employed client is also about to change jobs, the situation becomes far more complicated. Launch Finance director and finance manager Steve Milligan explains
A Big Deal: Thuy Hook by Melanie Mingas
Even when armed with the full facts, broking a mortgage is no easy task. But when clients have financial skeletons in their closet and an impossible deadline to meet, the pressures stack up. Thuy Hook, mortgage broker at EZ Financing, explains
A Big Deal: Nick Lowe and William Hamer by Melanie Mingas
Nick Lowe and William Hamer, joint directors at LH Financial Group, recall how they negotiated an ambitious and complex deal for an entrepreneur