We love our clients. And we take pride in their journeys.
My wife and I initially sought advice about purchasing our first investment property – everything we needed to know about finding the right loan, negative gearing, splitting ownership and the best way to manage the property. In more recent years, they’ve helped us with superannuation plans and insurance … basically the whole package of advice that helps you feel much more comfortable about your financial future. They’re just really helpful, genuine people who know their stuff and always make themselves available when I’ve got a question.
I found Lisa Backhouse via word of mouth about seven years ago. I was buying my first home and really had no idea about the best way to go about it. I just wanted to get into the market. Not only did Lisa manage to get a better price for my property through her connections with the developer, but she also secured a great loan and guided me through the whole experience. I’ve since purchased two more properties using Lisa’s services – she helped me refinance, consolidate my debt and stay ahead of the game – and I’ve learned so much from her over that time. It’s a breath of fresh air to know you’re in good hands. It’s now as much a friendship as a professional connection because Lisa continues to really look out for me.
Getting your tax sorted properly has to be part of the bigger financial picture, not just an add-on, and it’s good to have everything handled by a team of professionals. I also just like going into their office … it’s got a good vibe about it and every single person there is friendly and genuine.