What really matters...

A financial strategy, whether it involves buying a home, an investment property or investing through Super will not always succeed without the right ingredients. You need the right professionals. You need someone who is an expert in their field, the way you are an expert in yours. There are a sea of options to choose from, and the direction you take can make or break you.  We become our clients greatest allies, we make it happen by turning your personal goals and objectives into a reality.
… But who are we, what makes us different from the rest?
The difference is simple. We don’t work for a bank, or a corporation, or a provider. We work for you and we make things happen.
Here are four principles that we live by everyday as your trusted mortgage brokers, financial planners, support staff and advocates to the big guys in the corporate worlds…

Firstly, we understand that TIME is of the essence. In the property transaction world, time is crucial. If we aren’t efficient and completely on our game, you will miss your mark and someone else will take the property. Time is a critical factor when we present choices for you. Every client has a different time frame, or priority, and we factor that in, and will negotiate on your behalf if you need more time. We understand immediately what needs to be done, and will prioritize your needs in our team when things need to happen quickly.
Secondly ADVICE, must be catered to the individual. Everybody is at different stages of their life, career and goals. Whether you need help formulating a plan, implementing a plan, or setting long term strategies into motion, we will guide you through the process, and translate the jargon and technical terms into language you can understand. When we talk to you, we factor in your ambitions. It may be to save money, it may be to legitimately minimize taxes. It may simply be that you have a young family, or you are about to start one, and need to re-think your financial strategy. No-ones situation is ‘too difficult’. It is part of our everyday routine to solve people’s problems. Its an important philosophy here at Wilson Financial to be compassionate to our clients. Whether you’ve had a credit default you need help with, or are simply buying a new car, advice is only useful if it suits you and your own personal needs.

Third, INTEGRITY. If we make a commitment to help someone our prerogative is to do whatever it takes to get it done. That can mean pushing, escalating, negotiating, researching and being generally tenacious about getting something approved. This can be true of both dealing with credit, and dealing with underwriters. George here for instance, advocates heavily for his clients to be underwritten without policy exceptions wherever possible.  We negotiate with the banks, insurers and lenders on your behalf, and we come back to our clients with definitive outcomes. We understand that fine print is not everyone’s strong point, we make it our strong point so that nothing falls through the cracks. Recently, we noticed a lender took security over two properties when we had clearly instructed them to take it over just one. As a result, we hold them accountable to fix it and fix it quickly. An advocate with an integrity is a good friend in the finance world.
 
Lastly, CARE. We care about you. We take it personally, we want you to succeed.
 
We want you to enjoy the journey.
 
We will do anything in our power to protect your best interests.
 
We will listen to you.
 
We will help you.
 
We will make it happen. 

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