Recommend me a Broker - My Dad needs help

Discussion in 'Loans & Mortgage Brokers' started by juzzy, 25th Sep, 2015.

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  1. juzzy

    juzzy Well-Known Member

    Joined:
    14th Aug, 2015
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    Location:
    Melbourne
    Hi All,

    Was wondering if anybody here can recommend a broker who specialises in helping people build portfolios? Essentially someone who can act as a mentor for my Dad. Preferably someone in Melbourne he can go see, but he might be open to the idea of dealing with someone interstate.

    The old man just turned 53 and only has the one IP, so he isn't retiring any time soon at this rate. Need someone who can help get him set up properly and point him in the right direction so he can build a portfolio to retire on in hopefully no more than 10 years.

    He doesn't have the time to build wealth that I do, so I'm more concerned with getting him a mentor than myself at this point. :p

    Thanks
     
    juzzy, 25th Sep, 2015
    #1
  2. Jess Peletier

    Jess Peletier Mortgage Broker & Finance Strategy, Aus Wide! Business Member

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    Location:
    Perth WA + Buderim Qld
    Jess Peletier, 25th Sep, 2015
    #2
  3. Jamie Moore

    Jamie Moore MORTGAGE BROKER - AUSTRALIA WIDE Business Member

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    Location:
    Canberra, Brisbane and Sunshine Coast
    +1 for Pete.

    Cheers

    Jamie
     
    Jamie Moore, 25th Sep, 2015
    #3
  4. The Y-man

    The Y-man Moderator Staff Member

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    No don't call Pete - I need him to give priority to my latest application..... :D

    The Y-man
     
    The Y-man, 25th Sep, 2015
    #4
    Sapph, JacM and juzzy like this.
  5. JacM

    JacM VIC Buyer's Agent - Melbourne, Geelong, Ballarat Business Member

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    12th Jul, 2015
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    Location:
    Melbourne, Australia
    Hi @juzzy

    Good on you for getting in and giving your dad a hand :)

    The property that your dad owns... do you know whether it is paid off, or still has debt against it?
     
    JacM, 25th Sep, 2015
    #5
  6. juzzy

    juzzy Well-Known Member

    Joined:
    14th Aug, 2015
    Posts:
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    Location:
    Melbourne
    Thanks everyone for the replies.

    PPOR is paid off I think. Little bit of equity in IP.
     
    juzzy, 25th Sep, 2015
    #6
  7. jim1964

    jim1964 1941

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    jim1964, 25th Sep, 2015
    #7
  8. Sapph

    Sapph Member

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    Peter gets my vote too. Very knowledgeable and pleasant to deal with.
     
    Sapph, 25th Sep, 2015
    #8
  9. Richard Taylor

    Richard Taylor Well-Known Member

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    Location:
    Brisbane
    With equity in property and satisfactory servicing he should be good to go to build his portfolio.

    {mods: deleted self promotion}

    Cheers


    Richard
     
    Last edited by a moderator: 27th Sep, 2015
    Richard Taylor, 27th Sep, 2015
    #9
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