To provide ethical and quality finance solutions that are individualised and presented with care, expertise and flair.
At Boutique Finance Perth I build strong and lasting relationships. I have systems and processes in place so that you are kept informed throughout the process and then contacted on a regular basis once the loan has settled. You are not forgotten about once the loan is done! I also have a newsletter that's sent out 6 times a year - with insights into life, dogs and finance changes that may impact you.
Leonie's area of specialities include:
WOMEN - looking for non-judgemental advice? Leonie understands your needs and helps women navigate financial systems at different stages of their lives - single, divorced and separating, widowed and planning for retirement. She will never patronize you, but will talk to you in plain language and take an educative role if that's what you need. Let's talk!
MEDICAL - need someone to get you into your first or next medical practice? Leonie understands the policy and niches for lending across all aspects of medical practice whether you are a pharmacist, vet, dentist or doctor. As a specialized lender in this space, she can make your medical practice come to life.
REFINANCING - know your current loans and debts aren't right but don't know where to start? Let her help you cut through the noise. Leonie will reduce the confusion by walking you through each step. Not all banks and loans are created the same, let Leonie find the relationship and package that's best for you and your needs.
FINANCE FOR TRADIES - run your own business and looking to take it to the next level? Leonie's dad was a mechanic and ran his own business - so she understands what problems you can encounter. Plus she runs her own small business! She can assist with new vehicles and equipment, working capital and purchasing of commercial & residential properties. Leonie promises no bank talk!
Plus the following:
With over 15 years of success in the banking industry, Leonie provides unmatched expertise as a finance broker. Her extensive experience offers a unique insight that she incorporates into her practice as she meets and exceeds the demands of the finance industry.
No loan is too big or too small. If you are experiencing any difficulty navigating the world of finance and need a committed guide, Leonie is here for you.
How does it work?
Before the loan selection process begins, I walk clients through the decision-making procedure in the form of an individualised and complimentary consultation. This process ensures that all variables are considered as we search for the most optimal plan for you, your business, or both. Typically, our consultations follow a 3-step process.
Meet and greet. The client provides background into their personal situation and/or business, and we establish goals.
A presentation is offered that describes which banks will suit the client’s needs and why.
After making a selection, the client signs the documents, and we move forward with the project until settlement.
After settlement I check in with you on a regular basis to ensure your satisfaction and answer any questions.
During and after consultations, I will explain each aspect of our services and prospective or chosen loans in full detail, and I handle all paperwork. If any questions arise, I will be contactable to solve all enquiries. First and foremost, my priority is to clarify any areas of unfamiliarity, and offer you the tools and insight to make an informed decision based on your best interests.
If you have any questions, please contact Leonie on 0409 442 409 or email@example.com