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Find the right loan for you.

As a mortgage broker, I know about more than just home loans.

When you hear the words mortgage broker, the first thing that comes to mind is always home loans. But a good broker, knows more than mortgages. There’s a reason we’re also called finance brokers. I can help to make sure that all your loans are structured and working for you to your financial advantage.

 
 

How do we get started?

Before I can start looking at the best options for your loans, I need to have a complete and accurate picture of your financial history. To do this, I conduct a Financial Health Check. I take an in-depth look at current and past finances to determine the best course of action and how best to structure your loan(s).

My job is to provide you with the best possible options, tailored to your needs and objectives.

What services do you offer?

When choosing your loan, whether it’s for personal, business or investment purposes, there’s some questions to think about:

  • Do you need a fixed, variable or combination loan?

  • What are your future financial goals, and can they be accommodated in your loan?

  • Are there any major lifestyle changes coming up – a career change, a new family?

By knowing the answers to these questions, Rosa Financial Services can provide advice for the following:

  • HOME LOANS

  • COMMERCIAL LOANS

  • INVESTMENT PROPERTIES

  • REVERSE MORTGAGES

  • REFINANCING

  • BRIDGING LOANS

  • PERSONAL LOANS

Once we have established a clear plan, my role changes from mortgage broker to project manager. I make sure your paperwork is submitted correctly. I follow up with the lenders and their agents. I collaborate with settlement agents, real estate agents and financial planners until we have a successful outcome. And during the process, you only have to speak with one person: me. Throughout the process, my priority is to make this as stress free as possible, so you can get on with living your life.

Time to discuss your finance options? Make an appointment today.

 

Want a free Financial Health Check?

Find out how you’re really going. It takes less than a minute to fill in your contact details. I’ll get back to you in 24 hours to organise a time.

 

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“I can't recommend Helen enough, her enthusiasm and perseverance made the whole home loan process seamless from beginning to end. As a first home buyer the mortgage process was very daunting, however Helen was there every step of the way. She is there for you 24/7 and always available to answer questions no matter how basic.” - Jordan Green