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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
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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
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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
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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
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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
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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