Get Smart Financial's Services
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When you first contact Get Smart Financial, be ready for a kind of service that you may not have experienced before from your banker. We understand that you want a competitive deal and your time is valuable, you want to be known as a person – not a number, and you may be unsure about how the financial and loans markets work.
Get Smart Financial will demystify and simplify the experience so you can focus on enjoying your new purchase! Your first and main point of contact will be Rachael Bland, the Founder and CEO of the company; this means you can be assured that you will receive a complete service– after all, both your customer satisfaction and your results are pivotal to the success of her company. At Get Smart Financial you can expect to receive: • A complete analysis of your financial position … we want to know how things are going • A sounding board for your changing financial needs… we want to know what has changed, and what we can do to help • Strong communication on new products, rates and industry changes, in easy to understand language … we want to make sure you know what is available • Efficient and organized processes … we want to get your application approved without delay • Post settlement service … we want to make sure that you are happy with the service you received and to see if there is anything else we can do for you In providing the above key service features, Rachael understands that every customer comes to her with different needs, levels of experience and knowledge. We are genuinely interested in what your personal objectives are, and will work with you to see you achieve your goals and objectives. |
Why do we offer such exceptional service? Because we know the secret to our success, is your success! Happy clients tell others, and they just might become our clients too!
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Examples of our recent work
Clients sought to borrow the entire purchase price as well as stamp duties and costs to purchase their first investment property. In order to maximise their interest deduction for tax reasons, the equity in their existing owner occupied home was leveraged to enable this client to achieve the outcomes they sought. Advice was obtained from not only from a finance specialist, but financial planner and accountant to ensure forward planning and structure was consistent with their objectives. Finance approval was sought and obtained, and clients have now purchased their investment property, and await settlement.
First Home Buyer sought finance to purchase his first home, being an investment property. He sought direction on how to best structure this loan to maximise tax deductibility while reducing interest, without hindering his future plans to purchase an owner occupied home. He also wanted to ensure he was with the right provider to suit not only his current, but also future needs.
Three clients had established a combined self-managed super fund, to enable them to pool resources in order to control how their superannuation was invested, and to invest in property. Finance approval was sought to support a specific value that the clients felt was an appropriate level to purchase at, and subsequently approved. Clients are now proactively seeking a suitable property for their investment needs.
Clients sought assistance with their first home purchase finance, and to help them understand their entitlements, options, and to find the right provider at the very best possible rate. Initial dealings with their own bank had not produced the outcome they sought, as this provider did not specialise in catering to the needs of these clients. An understanding of what these clients were looking to achieve now, and in the future was sought, and the provider, structure and rate was customised to be consistent and compatible with their needs. Their home has now settled, they are very happy with their home loan, and are now focused on planning for their wedding.
First Home Buyer sought finance to purchase his first home, being an investment property. He sought direction on how to best structure this loan to maximise tax deductibility while reducing interest, without hindering his future plans to purchase an owner occupied home. He also wanted to ensure he was with the right provider to suit not only his current, but also future needs.
Three clients had established a combined self-managed super fund, to enable them to pool resources in order to control how their superannuation was invested, and to invest in property. Finance approval was sought to support a specific value that the clients felt was an appropriate level to purchase at, and subsequently approved. Clients are now proactively seeking a suitable property for their investment needs.
Clients sought assistance with their first home purchase finance, and to help them understand their entitlements, options, and to find the right provider at the very best possible rate. Initial dealings with their own bank had not produced the outcome they sought, as this provider did not specialise in catering to the needs of these clients. An understanding of what these clients were looking to achieve now, and in the future was sought, and the provider, structure and rate was customised to be consistent and compatible with their needs. Their home has now settled, they are very happy with their home loan, and are now focused on planning for their wedding.
