Big Deal

  • A big deal: Ray Ethell

    Ray Ethell, managing director of Non Conforming Loans, had to call on his years of broking experience to assist a client who needed to consolidate debt to meet his loan repayments or risk losing his licence as a financial planner

  • A big deal: Andrew Algie

    Andrew Algie, director of property and finance firm Addisons Advisory Group, had to act fast and do a detailed investigation to help two brothers who had signed a contract to rebuild a duplex but whose loan approval had fallen over

  • A big deal: Shail Wadhwa

    A casual conversation led to a challenging but high-value deal for Your Finance Adviser's senior lending specialist, Shail Wadhwa. He overcame many problems to successfully complete a complex refinance involving eight properties

  • A big deal: George Massouridis

    How one broker's outside-the-box thinking rescued clients whose lender had previously rejected their request for an investment loan

  • A big deal: Vishal Gupta by Antony Field

    How one broker helped a long-term client expand their investment portfolio, despite the finer details of the deal including granny flats and a fire-damaged property

  • A big deal: Vincent Moore by Sarah Megginson

    Finance broker Vincent Moore thought he was working on a straightforward deal. It soon became clear that the client's unpaid debts, repayment plans and low valuation were set to cause some issues – and change his business processes along the way

  • A big deal: Bernadette Christie-David by Sarah Megginson

    How one broker discovered severe negligence by her client's bank and helped pave the way to a healthy compensation claim

  • A big deal: Raj Ladher by Sarah Megginson

    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 by Sarah Megginson

    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 by Sarah Megginson

    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