📱 A great client called me this week.
In 2024, we recommended him a product that was suitable to his requirements at the time.
Now - in 2025 - his circumstances and needs changed!
We have now recommended a different product for him, after review.
👉 For a Mortgage Brokerage, this means a few things:
- Brokers provide excellent finance advice, at a given point in time
- What's appropriate today, may not be appropriate next year
- We did earn commission in 2024, but that bank will take that back from us (this happens within first 2 years!!)
- Brokers support clients, no matter what, when their needs and requirements change.
We're here for you, for the long haul!
Truly Finance's advice, financial services and property strategies are generally complimentary. We do this for the best interests of our clients and we relentlessly strive to be the best mortgage brokers with uncommon excellence!
James Brett. Principal Mortgage Broker ☎️ 0439 591 759
Victor Simone. Principal Mortgage Broker ☎️ 0438 257 888
Nermalee Bowe. Senior Mortgage Broker ☎️ 0431 274 554
Dragan Disljenkovic. BD & Relationship Manager ☎️ 0422 435 900
#LongHaul #TrulyFinance #Finance #Mortgages #HomeLoans #BestMortgageBrokers #MortgageBrokers
Credit Representative Numbers 521733, 550284 & 547037 are authorised under Australian Credit Licence 389328
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