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: David Thurmond by David Thurmond

    Owner-manager of Mortgage Choice in Berwick says his deal for an investor with multiple cross-securitised properties takes the cake for complexity

  • A Big Deal: Nancy Youssef by Nancy Youssef

    Nancy Youssef, founder and director of Classic Finance, found herself on the other side of the world when dealing with a client’s complex needs – and then things really went pear-shaped

  • A Big Deal: Charlie Loveridge by Charlie Loveridge

    When it comes to buying or selling a home, good preparation is key. Charlie Loveridge, senior credit adviser at Shore Financial, explains why it’s important to ensure homebuyers negotiate a lengthy settlement so they have enough time to sell other assets before taking out a new loan

  • A Big Deal: Tony Caab by Tony Caab

    Tony Caab, adviser at Smartline, explains why it's important to prepare for a high level of scrutiny when assessors review your applications, and why utilising your BDM and credit scenarios team is key to minimising credit surprises

  • A Big Deal: Alycia Inglis by Alycia Inglis

    Alycia Inglis, director at Stoneturn, explains why it is important to educate your clients on the complexity and potential length of the loan application process

  • A Big Deal: Amy Small by Contributor

    Amy Small, regional director and finance broker at Professional Lending Solutions, learns that business lending can offer some clients surprisingly huge savings in the consolidation process, even for bank-savvy clients