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On Point Finance
I am a Financial Strategist with experience in $2-40 million complex lending strategy, working with high net-worth individuals. This includes property purchases, as well as reviewing and restructuring existing loans and preparing for the next investment or property purchase. My approach is goal-oriented and takes a holistic view: I am not just a mortgage broker, but a sought-after strategist. With over 8 years’ experience in banking, including business and commercial banking with NAB and Bankwest, over 5 years in Business, and a Bachelor of Commerce from UWA, majoring in Corporate and Investment Finance, I assist both high net-worth clients and those just starting out with their first property. At the core of our delivery is a belief in the importance of transparency, honesty and integrity. My team and I promise to work in your best interests, and offer a goal-oriented, holistic and strategic approach. We are genuinely passionate about empowering you to feel in control of your financial decisions. I don’t see us as selling a product. We are providing education, support and guidance to achieve the desired outcome.