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: Aaron Christie-David by Contributor

    Finance broker and MD at Atelier Wealth on how a challenging client can be a blessing in disguise

  • A Big Deal: Scott Roberts by AB

    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 by 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 by

    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