Big Deal

  • A big deal: Bernadette Christie-David

    While brokers may find that some of their clients have previously been given poor advice, in this case, Bernadette Christie-David discovered severe negligence by her client's bank – and she helped pave the way to a healthy compensation claim

  • A big deal: Raj Ladher

    Ending a relationship is tough enough without dealing with an asset split. This borrower, who was nearing retirement, faced the prospect of losing her home – until she met Ladher

  • A big deal: Alex Sperling

    When a couple approached Alex Sperling to refinance a loan he'd arranged for them many years prior so they could rebuild their home, it seemed like a straightforward deal – but the devil is always in the details

  • A big deal: Jason Paetow

    Helping clients is about executing a financial strategy to suit their long-term needs – sometimes that means explaining a higher interest rate is worthwhile in the long run

  • A big deal: Thuy Hook by Sarah Megginson

    It should have been a straightforward deal: an equity release to fund cosmetic renovations. However, a strange interpretation of credit policy left these borrowers in the lurch – which is when broker Thuy Hook stepped in to save the day

  • A big deal: Mary Sartinas by Mary Sartinas

    For Mary Sartinas, director of Affiliate Finance & Property, this clunky development finance deal presented some big challenges – but her creative solutions got her borrowers out of a pickle

  • A big deal: Nicola Tucker by Nicola Tucker

    Nicola Tucker, director and finance broker at Surf Coast Finance, took on this relatively straightforward commercial finance deal at the beginning of March – and then the pandemic hit

  • A big deal: Raj Sarin by Raj Sarin

    Raj Sarin, head of investment finance at in Synergy Property Wealth Advisory, shares how feeling ‘stuck’ in your financial situation can be a matter of perception

  • A big deal: Ken Stephens of KT Financial Services by Ken Stephens

    Consolidating debts is fairly straightforward, but this amalgamation of over a dozen facilities surprised even this long-time broker

  • A big deal: Luke Heavey by Luke Heavey

    A stable career and strong income doesn’t mean approval is a shoe-in, explains senior finance consultant at Orium Finance