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: Luke Cieslak by AB

    Hype Financial director Luke Cieslak recalls how an intense nine-month action plan helped his clients reverse years of bad advice and save $30,000

  • A Big Deal: Shelley Beggs by AB

    LoanBrix broker Shelley Beggs arranges three loans for a couple who want to build a holiday home, upgrade their family home, and secure school places for the kids

  • A Big Deal: Nicole Cannon by AB

    Nicole Cannon, founder and director of Pink Finance, explains how she helped her clients navigate a complicated SMSF purchase

  • A Big Deal: Paul Sealey by AB

    The uno Home Loans advisor recalls how he helped a client navigate the fallout from a divorce to keep her family home

  • A Big Deal: Anish Prasad by AB

    How one broker transformed a word of mouth referral into a golden opportunity for two first home buyers – and a channel of repeat business

  • A Big Deal: Ren Hor Wong by AB

    The N1 Holdings CEO recalls how a specialist solution saved a deal