We’ve listed a number of reasons why we are different and how you will have a better experience using the team at Trusted Finance Solutions than a franchise based broker or going direct to the bank.
The team at Trusted Finance Solutions have direct experience in sourcing business from accountants and financial planners as well as working alongside them in wealth management companies, gaining firsthand experience of their recommended strategies and structures. We believe it is essential that you have three experts in the field of 1) accounting, 2) financial planning and 3) finance to build wealth over time.
We work with your other Trusted advisers (accountant and financial planner) throughout your finance application to ensure that the finance is structured in an effective manner, in addition to making sure that your assets (income and property) are protected.
The team at Trusted Finance Solutions are more than your average mortgage brokers. We have years of experience working inside the banks and understand their inner workings. Having credit assessment backgrounds and in-depth knowledge of credit policies, sets us apart from other brokers. There is very little that we have not seen before and in the majority of circumstances, find ways to get difficult transactions over the line.
We know that although bank credit policy is black and white, there are many areas where the banks are willing to bend the rules because at the end of the day, they are keen to win your business.
We see ourselves as not only your finance broker but also your personal banker and point of contact, ready to lend a hand and provide assistance on any banking requirement you may have. We have contacts in most of the banks and usually can assist in most areas you require help with.
We act as a point of call for a number of overseas clients who use us should they need any credit assistance or banking completed.
Our business is a referral business. All of the opportunities come via introductions, mainly from existing clients as well as other finance industry professionals such as accountants and financial planners. A quick glance at Trusted Finance Solutions Facebook and Google reviews will confirm client satisfaction. This says a lot about the TFS experience including our professionalism, education levels, understanding of strategies / structures and service that we provide.
