A shared genuine passion for helping people build the best possible financial future, creates a successful teaming between a mortgage broker and a property advisor.
A shared genuine passion for helping people build the best possible financial future, creates a successful teaming between a mortgage broker and a property advisor.
Referring her clients to Your Property Investing’s expert investment service, Lisa has relished working with Tony to deliver a seamless and well-informed process; ensuring their clients have an exceptionally positive experience from start to finish. “I have known and worked with Tony for the past two and a half years, and based on the remarkable results and the trust I have developed in Tony's expertise, I will continue to send more clients his way.”
Hi - I'm Lisa Hurren.
With an abundance of experience in real estate sales, property management, business development and even first hand involvement in property development, becoming a Mortgage Broker felt like a logical next step for Lisa. Being fiercely passionate about truly understanding the needs of her clients, she works tirelessly to make the finance component of purchasing property not be the exhausting, overwhelming experience that people imagine.
Offering a broad suite of services from financing for first home buyers, investors, refinancing, debt consolidation, self managed super fund loans; through to construction and family guarantees, Lisa ensures her clients biggest financial commitments are taken care of - professionally but with warmth and care; keeping her clients needs at the centre of all decisions.
“Partnering with Tony and YPI has been an excellent experience,” Lisa says confidently. Having met via a mutual colleague almost three years ago, the pair have been working in tandem ever since. She goes on to summarise, “by working together, we provide comprehensive support to our clients, ensuring their financial wellbeing and helping them achieve their property investment aspirations!’
The Problem My Clients Were Having
In running a mortgage broking business Lisa ensures her clients get current and up to date information on the wide variety of loans available to suit their finance needs. However, she notes that there are two main challenges that clients usually experience when taking the steps towards investing in property.
“I have a large client base that are wanting to invest in property,” she says, “but as is the case with financing options it can be overwhelming to explore all of these property options when you’re not confident in what you should be securing.”
“Assessing borrowing power is of course very helpful for my clients to understand their spending power but this on its own is not enough information to be confident they’re making a wise investment,” she continues. To help her clients avoid buying a sub-parr or problematic property, she refers them to Tony to source and secure the perfect property, in the right place, at the right price.
Tony’s expertise in helping my clients secure the right property, means I can then step in and tailor a solution specific to their circumstances and take the guess work out of what can become a long drawn out process. “Tony and I work very closely with our clients to alleviate any stress,” she explains.
However, this isn't the only challenge that can crop up with many of Lisa’s clients telling her of their nerves when engaging an expert - seeking someone who not only has extensive knowledge when it comes to property, but who is also honest and reliable. “Tony is honest, trustworthy and always has the customer's best interest at heart. His approach ensures that my clients are well-informed and protected from unscrupulous property advisors (that sadly are out there), enabling them to make decisions that align with their financial needs and future growth,” Lisa explains.
As a PIAA qualified advisor, Tony is compliant with sector best practices including transparency and professionalism, and delivering client service with an understanding of both current legal frameworks and the business requirements to work with their own and other advice professional’s regulatory and PI insurance requirements
An active member of the community Tony diligently adheres to the business standards that are reflective of the Future of Financial Advice (FOFA). They include clients’ best interest advice, full disclosure and appropriate management of all conflict of interests, full transparency on fees, and professionalism that includes factual market intelligence. This is in stark contrast to the requirements of real estate law where the focus is on the property and the legal requirements for its transfer from one party to another.
“Tony’s focus on education, his thorough research, and everything about his approach reflects the quality of his work and the results he gets,” Lisa starts, “he is the perfect remedy for clients to that are worried about being ripped off by shonky property advice - leaving them knowledgeable regarding their property purchase and how it will be best suited to their needs and future growth.”
The Solution Was Within Reach
Whether the client is a single person taking steps to build a property portfolio, or a growing family with small children trying to set up a future for their family’s financial success, Lisa always wholeheartedly recommends Tony to her clients for several reasons. She says, “his integrity and reliability are unmatched, and I am confident that he always prioritises the best interests of his clients.”
A key part of why the solution is ideal for her client is that Tony's extensive industry experience further solidifies her trust in his recommendations. “Knowing that he would only suggest properties he would personally invest in, gives further confidence that his property advisory service is the perfect solution for my clients,” she explains.
Recommending someone who reinforces his expertise with prompt service, thorough research, and tapping into his established network of industry contacts to drive the best outcome for her clients gives Lisa total peace of mind in future collaborations with Tony.
“Based on the remarkable results and the trust I have developed in Tony's expertise, I will continue to send more clients his way. Knowing that Tony is dedicated to helping clients achieve their property goals and providing them with exceptional service, I am confident that future collaborations will yield similar successes,” Lisa explains.
Undeniably Great Results
At the time of looking for an investment property most of Lisa’s clients are already home owners, with an existing mortgage for the family home. While they broadly understand the benefit of purchasing a further asset, fear of making an error, the time needed to research and secure a growth property and concerns on overpaying all hamper the willingness to get moving as soon as they can afford to invest.
Lisa has found that referring her clients to Tony has delivered amazing results for customers on the customer experience and financial outcomes. “He’s extremely efficient like me and customer focused. We operate in a service industry so the customer should always be at the forefront of any decisions we make,” she says passionately. And while ensuring her values and brand are reflected in the experience, obviously she wants to ensure a good financial future for her clients as well.
“Sending clients to Tony has yielded excellent outcomes”, Lisa explains excitedly. “One specific success story involved a client who actually had the value of their property increase significantly - even before settlement!” she goes on to say. Lisa has witnessed many times this kind of positive outcome leaving the clients overjoyed and eager to explore further investment opportunities. “Such successes reflect positively on my service and brand, as they demonstrate the tangible benefits and financial gains that can be achieved with the guidance of trusted advisors like Tony.”
A Long Term Partnership
Lisa summarises partnering with Tony and Your Property Investing as an all round excellent experience. “Tony's efficiency, customer focus, and extensive industry connections have further strengthened our collaboration. By working together, we provide comprehensive support to our clients, ensuring their financial wellbeing and helping them achieve their property investment aspirations.” Lisa explains.
She notes that property is a long term game for building wealth and knows that clients are a journey. “I look forward to continuing our successful partnership and assisting more clients in their journey towards property investment success,” she says confidently.