Lifestyle Mortgage Finance & Financial Planning - Bundaberg West, Queensland

Lifestyle Mortgage Finance & Financial Planning – Your Trusted Partner

For individuals and families seeking secure and fulfilling futures, Lifestyle Mortgage Finance & Financial Planning offers comprehensive mortgage solutions and personalized financial guidance. Located in the heart of Bundaberg West, Queensland, at 140 George St, Bundaberg West QLD 4670, the firm is dedicated to simplifying the complexities of homeownership and investment planning. With a Phone: 741525888 and a user-friendly Website: lifestylemortgagefinance.com.au, accessing their services is convenient and straightforward.

Specialties: Mortgage broker and financial consultant, Lifestyle Mortgage Finance & Financial Planning distinguishes itself through a commitment to client-centric service and expert advice. They specialize in navigating the often-challenging landscape of mortgage applications, ensuring clients secure the most advantageous loan terms tailored to their unique circumstances. The team’s understanding extends beyond simply matching borrowers with a loan; they focus on building long-term relationships based on trust and transparency.

Services Offered

The firm’s core services encompass a broad spectrum of financial needs. Specifically, they provide:

• Mortgage Broking: Lifestyle Mortgage Finance acts as an intermediary between borrowers and a diverse network of lenders, including banks, credit unions, and specialist finance providers. This allows them to access a wider range of loan products and competitive interest rates than borrowers might find on their own. They meticulously compare loan options, considering factors such as loan amounts, interest rates, repayment terms, and fees, to identify the most suitable solution for each client.
• Financial Planning: Recognizing that a mortgage is often just one component of a client’s overall financial picture, the firm also offers comprehensive financial planning services. This includes retirement planning, investment advice, budgeting assistance, and wealth management strategies. Their advisors take a holistic approach, considering a client’s short-term and long-term goals to develop a personalized financial roadmap.
• Property Investment Advice: For those looking to expand their property portfolio, Lifestyle Mortgage Finance provides specialized advice on investment property financing. They can assist with analyzing potential investment opportunities, structuring financing arrangements, and managing the associated risks.
• Refinancing Options: The firm assists clients in exploring refinancing options to potentially lower their interest rates, shorten their loan terms, or consolidate debt.

Accessibility and Reputation

Lifestyle Mortgage Finance & Financial Planning prioritizes accessibility and convenience for its clients. The office is wheelchair-accessible, ensuring that individuals with mobility limitations can comfortably visit and discuss their financial needs. Furthermore, the company boasts an impressive Average opinion: 5/5 based on 48 reviews on Google My Business, reflecting a consistently high level of client satisfaction. These reviews consistently highlight the team’s responsiveness, expertise, and dedication to achieving positive outcomes for their clients.

The Team – A Focus on Personal Service

Clients frequently commend the firm’s personalized approach to service. Individuals such as those who recently purchased their second home, noted the exceptional dedication of Carey, a key broker within the team. Carey’s ability to effectively communicate complex financial information in a clear and understandable manner, coupled with their proactive efforts to secure the most favorable loan terms, has consistently earned praise. Similarly, Craig and the entire team were lauded for their ease in navigating paperwork and comparing loan options, creating a genuinely personal experience. This dedication to individual client needs underscores the firm's commitment to building lasting relationships.

Contact Information and Location

Address: 140 George St, Bundaberg West QLD 4670, Australia
Phone: 741525888
Website: lifestylemortgagefinance.com.au

Lifestyle Mortgage Finance & Financial Planning is committed to providing a seamless and supportive experience for all clients. Whether you are a first-time homebuyer, a seasoned investor, or seeking comprehensive financial planning advice, the firm’s experienced team is ready to assist you in achieving your financial goals.

👍 Reviews of Lifestyle Mortgage Finance & Financial Planning

Jayden W.

5/5

Just purchased my 2nd home through these guys. Carey is absolutely the best broker you will get. Effective communication on what we needed and wanted and will work hard to get you what you want loan wise. Will be using these guys for all future property purchases.

Cindy S.

5/5

We highly recommend Craig and team to anyone looking to buy a home. Craig made everything easy for us, from understanding and completing paperwork to comparing the loans that were available. A very personal experience with Lifestyle Mortgage Finance, we will definitely be using them again.

Barry L.

5/5

I went through the team at Lifestyle Mortgage Finance and they were excellent in helping me secure a great mortgage that suited me perfectly, with a great rate and the features & flexibility I needed. They have also been really good in staying in touch to make sure the product is right, and I have loved the newsletter with Craig's recipes!!!!
If you are looking for a mortgage or just want to review your situation then I strongly recommend you speak to Craig, Greg and the team at Lifestyle.

Fiona M.

5/5

Craig is knowledgeable, professional, and helpful. He made the whole process smooth and stress free. I highly recommend Craig and his team for any mortgage services. It was so nice to have someone who communicates well every step of the way, thanks Craig!

Melissa B.

5/5

Craig Marriott is the only person I'd recommend for financial advice and assistance with buying your home...
It's a great professional team at lifestyle mortgage finance...

Thank you Craig for your guidance and support purchasing our home and investment properties..
Honest and reliable service..
Extremely knowledgeable in your field...
I strongly recommend Craig and his team.
We cannot thank you enough..

Krystelle C.

5/5

Greg was excellent and went above and beyond to help me through the process of buying my first home. He made what was a complicated process easy to follow and understand. Always ready to answer questions I had with extremely quick responses. I would highly recommend Lifestyle Mortgage Finance to anyone looking to buy a home and I will be using their services in the future if I buy again.

Wen J. W.

5/5

Amazing experience with Craig and his team! Started house hunting a while back, had lots of hurdles. Craig was very nice and patient with us. We kept changing our minds, and he still guided us through our purchase.
Good customer service. Will definitely recommend!
Wen & Huey

Ashleigh S.

5/5

My partner and I used the services of Greg Sutton from Lifestyle Mortgage Finance. As first home buyers we were very unsure on how it all worked. Greg took the time to provide us with all the details and information we needed relating to Deposit requirements, costs associated with the purchase and walked us through the whole process including Lenders that would consider our circumstances and also liaised with our Solicitor. He was always available to answer any questions and was also happy to speak to us after hours. We would highly recommend Greg if you are looking to purchase a home or want to discuss how competitive your current Home Loan compares in the market and a possible refinance. We are now in our new home and couldn't be happier !!