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Recommend me a Broker - My Dad needs help

Discussion in 'Property Finance' started by juzzy, 25th Sep, 2015.

  1. juzzy

    juzzy Well-Known Member

    Joined:
    14th Aug, 2015
    Posts:
    156
    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
     
  2. Jess Peletier

    Jess Peletier Mortgage Broker - Australia Wide Business Member

    Joined:
    18th Jun, 2015
    Posts:
    2,764
    Location:
    Perth WA
  3. Jamie Moore

    Jamie Moore MORTGAGE BROKER - AUSTRALIA WIDE Business Member

    Joined:
    18th Jun, 2015
    Posts:
    2,143
    Location:
    Canberra and Sydney
    +1 for Pete.

    Cheers

    Jamie
     
  4. The Y-man

    The Y-man Moderator Staff Member

    Joined:
    18th Jun, 2015
    Posts:
    901
    Location:
    Melbourne
    No don't call Pete - I need him to give priority to my latest application..... :D

    The Y-man
     
    Sapph, JacM and juzzy like this.
  5. JacM

    JacM VIC Buyer's Agent Business Member

    Joined:
    12th Jul, 2015
    Posts:
    1,106
    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?
     
  6. juzzy

    juzzy Well-Known Member

    Joined:
    14th Aug, 2015
    Posts:
    156
    Location:
    Melbourne
    Thanks everyone for the replies.

    PPOR is paid off I think. Little bit of equity in IP.
     
  7. jim1964

    jim1964 Well-Known Member Premium Member

    Joined:
    18th Jun, 2015
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    Location:
    At tha beach
  8. Sapph

    Sapph Member

    Joined:
    18th Jun, 2015
    Posts:
    5
    Location:
    Melbourne
    Peter gets my vote too. Very knowledgeable and pleasant to deal with.
     
  9. Richard Taylor

    Richard Taylor Mortgage Broker & Brisbane Buyers Agent

    Joined:
    20th Jun, 2015
    Posts:
    171
    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