Mortgage Setup / Post-Purchase
ONE ON ONE PERSONAL COACHING SESSION
This 1-hour-long ‘Mortgage Setup / Post-Purchase’ will help take the mortgage set up off your back to allow you to focus on the more important things, like moving house!
Cost: A fully refundable $500 fee applies.
BOOK TODAY
COACHING OVERVIEW
What is the Mortgage Setup / Post-Purchase Coaching Session?
• An opportunity for qualified financial advice regarding your mortgage set up.
• A clear, personalised mortgage recommendation to help you either repay your mortgage faster, or improve your cashflow.
• A chance to align your biggest expense to your life, and not the other way around
• Curated confidence that you’ve received the best mortgage deal possible for your situation.
WHO IS THIS COACHING FOR?
Homeowners waiting settlement on their property, looking for the best mortgage terms and bank.
KEY TAKEAWAYS
Qualified financial advice, independent of your bank, with choice your bank can’t provide.
Quantifiable interest rate comparisons.
A capable pair of hands to assist the tricky parts of the settlement process.
We’ll take the mortgage set up off your back to allow you to focus on the more important things, like moving house!
MEET YOUR PERSONAL COACH
Darcy Ungaro
Financial Advisor – Ungaro & Co. Everyday Investor Podcast Host
Meet Darcy Ungaro, a qualified financial adviser who firmly believes that wealth creation begins in the mind before it materialises in your investment account. The world’s changing and ‘just enough’, may not cut it for where we’re tracking. Darcy spends time thinking about the future, then helps people to prepare the best they can to not only prosper, but safeguard that which they already have.
Darcy believes that traditional wealth-building methods are valuable, but also advocates new ways of thinking to be prepared for the seismic shifts in technology, demographics, and bigger governments. Are you ready for what’s coming?
COACHING OUTLINE
1- Future-Proofing.
- Choice between mainstream lenders.
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2- Adviser Insight.
- Qualified financial advice around what’s likely your biggest expense.
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3– Cost & Time Efficiency.
- An extra pair of hands to negotiate with the banks and take care of the paperwork.
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