How to Spot a Good Home Loan Advisor

Use our checklist and find out for yourself

These days there are hundreds of mortgage advisors, all claiming to work in your best interests. How can you tell the good from the bad and the ugly?

Our handy checklist can help you decide

Take into Consideration Property Planning Australia Other Mortgage Advisors
Do they assess your financial situation and personal goals? Yes Yes / No
Do they prepare a tailored Home Loan Plan detailing your alternatives, recommending a course of action and providing evidence to back it up? Yes Yes / No
Do they dedicate a member of their team to your application? Yes Yes / No
Do they contact you regularly throughout the application process to advise you of progress and address your queries? Yes Yes / No
If you’re purchasing will they explain expenses like stamp duty and mortgage insurance, so you know exactly what you’re up for? Yes Yes / No
Do they disclose all interest rates, loan fees and adviser/lender fees? Yes Yes / No

To discuss how Property Planning Australia can assist you please contact us.

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