“Nathan & Deanne are the best! Prompt, professional & friendly service. Nothing was too much trouble. We are very grateful for all their help & advice. Thanks!”
J & K Damonse, Hilton WA
“I am very happy with the attention you paid to me in explaining to me in plain English the set up. I also am happy with the way you and your staff made the process simple and easy to do.”
T Smart, Wanneroo WA
“I thought the service was great. It was very informative. You walked me through the process and finalised everything very quickly. I don’t think there is anything further you could have done. I will certainly recommend you to others.”
J Want, Churchlands WA
“Once again Nathan, thank you. We also keep plugging your name and brilliance to our friends and co-workers, but we need some more business cards as we have given them all away.”
R & K Williams, Yanchep WA
“Thanks heaps for your prompt attention you and Nathan have been wonderful, the service has been excellent.”
E & J Harrison, Halls Head WA
“Very professional & helpful service. I felt I received personal service.”
S Fraser, Alfred Cove WA
“Nathan made things really simple. As someone new to the home buying game, it was important to feel trust. My Mortgage Man made me feel he had my interests at heart right from the start and he evidenced this in his words and actions throughout the process. It was great to know he was only a direct phone call away for any queries and concerns I had and this continues to be the case now I have purchased the property (no ‘seal the deal and run!)”
S Layhe, Mount Hawthorn WA
“Thanks for the chance to reorganise my money situation. I’m very pleased with the set up. I’ve never budgeted before and a forced plan is the best thing for myself. I’m really impressed with the response to all questions & enquires and how friendly and helpful you all have been.”
M Pollock, Ballajura WA
“I have received the donation from Nathan and wanted to say a very big thank you to you both. The money has been allocated to my project and will be used for running a lifeskills course with some of the young people who are struggling in a few areas and have little family support. Workshops will include cooking and budgeting (which I’m sure you’ll both appreciate?) as well as some health related education workshops and rec activities.
Also as we have told a lot of people about how great you are, would you mind sending us through a few business cards. Thanks again for your help.”
N Toussaint & D Wright, Bayswater WA
General Insurance
You couldn’t ask for a better time.
As apart of the Finance process building insurance is a necessity. All you have to do is make a phone call, change a few details and update your policy. This should be pretty simple.
Unfortunately if not done correctly this is one of the main areas of error that will stop your application dead in its tracks. For peace of mind to make sure that it is done right, the first time, we have access to professional partners who can assist with:
- Building and Contents
- Landlord Income Protection Insurance
- Car and Boat &
- Travel Insurance
You should never buy on price alone. You need to do some research first. If you want to access our business partners give us a quick call or send us an email and we can point you in the right direction.
Life, Income & Superannuation
To treat your life like a lottery can be an expensive game to play.
What is your most important asset? Most people say their car, their house or their kids. Your children may be able to support you in your future but what about this point in time.
Your most important asset is your income, your ability to earn money. Why do people insure the house and car but not their income? Without it there would be no house or car.
One of my clients who I arranged insurance for, through a professional partner, chose not to sign the income protection policy. Three months later he had a car accident that was his fault. His car wasn’t insured either.
He worked as a truck driver, so if he didn’t work, he didn’t get paid. He was in hospital for 2 weeks and needed another 2 weeks to recover. On top of that he was taken to court over the accident.
He defaulted on the home loan and now has to sell his home to pay to get the car fixed, pay for his lawyer and pay the credit card bill that he had to use to pay for his food whilst not working.
Something as little as 2% of your income may ensure that if an accident occurs and you can’t work you will receive 75% of your income. This may be enough to cover your loan repayment and put food on the table.
As a Professional Mortgage Consultant I cannot give advice in this area but it is my duty of care to make sure that you are aware of the consequences if you encounter a “worst case scenario”.
I highly recommend that you seek professional assistance if you are interested in doing a review of your current insurances and superannuation.
Again, if you want to access our business partners give us a quick call or send us an email and we can point you in the right direction.
Nathan Daniell (AMC)
Mobile: 0413 615 913
Phone: 1300 856 890
Email: nathan@sym.net.au
Full Member of the MFAA
Mortgage & Finance Association of Australia
License Number – FB3620