With over 14 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.
Leonie advises on current or new loans ranging from:
- home loans
- business loans
- car finance
- personal loans
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.
- Provide clients with exceptional customer service and insight
- Lead clients through the loan selection and acquisition process step by step
- To build strong and long-lasting relationships with clients
How does it work?
Before the loan selection process begins, we 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.
During and after consultations, we will explain each aspect of our services and prospective or chosen loans in full detail, and we handle all paperwork. If any questions arise, we will be contactable to solve all enquiries. First and foremost, our 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.
After selecting a loan, we will follow up with you to ensure satisfaction. We will be your point of contact for the loan going forward.
If you have any questions, please contact me on 0409 442 409 or email@example.com