What are "Financial Services", exactly?
🟰 Financial services are the broad range of economic services provided by the finance industry. We manage money and facilitate credit. It includes banking, lending, insurance, investing, wealth management, and superannuation. And accounting, of course.
Where us Trulies don't directly provide the service, we connect to our close network of expert and specialised partners!
🫡 We're obliged to act under B.I.D.
B.I.D. stands for Best Interests Duty, and simply means that we must consider our clients interests BEFORE our own interests (for instance commissions etc).
We are honoured to be able to provide these financial services to wonderful humans (our clients) who need them.
Drop an email hello@trulyfinance.com.au to get on our monthly email, called the Truly Finance Flash - a 5 minute rundown on what's topical in finance!
Truly's advice, financial services and property strategies are complimentary. We do this for the best interests of our clients and we relentlessly strive to serve as the best mortgage brokers in Australia with uncommon excellence!
James Brett. Principal Mortgage Broker ☎️ 0439 591 759
Victor Simone. Principal Mortgage Broker ☎️ 0449 659 029
Nermalee Bowe. Senior Mortgage Broker ☎️ 0431 274 554
Dragan Disljenkovic. BD & Relationship Manager ☎️ 0422 435 900
Credit Representative Numbers 521733, 550284 & 547037 are authorised under Australian Credit Licence 389328
