A&B Financial Planning - Lending Services

With over 40 years of combined experience, the A&B Financial Planning team can offer solid financial advice.

MORTGAGE BROKING

Our mortgage broker will be on hand to assist you with establishing a new home loan or investment property loan; refinancing your current mortgage or provide a home loan health check.

They will guide you through the whole process. Clients will have access to the best lenders & products, with over 40 different options including well-known banks & smaller boutique lenders. All tailored to suit your individual needs.

Mortgage Broking with a difference

Put your loan through a health check: If you have not refinanced your loan for several years, you are more likely paying a significantly higher amount than new to bank customers. It is important to shop around for the best deal in the market to avoid paying excessive fees and interest. Our Brokers will help you to complete a review.

Best interest duty

Our Brokers adhere to a Best Interest Duty and Responsible Lending Obligation – which is something the banks do not offer their direct clients.

Click here to start the process

ASSET FINANCE

Commercial vehicles, Plant and Equipment Finance

We can help you secure better finance options.

As well as helping you get a better home loan, we can also access great loans for any size business for assets such as:

  • business cars
  • commercial vehicles
  • plant and equipment purchases

We can help you get your finance pre-approved.

If you have your finance preapproved, you will have a better opportunity to negotiate a great deal on whatever car or equipment you want to buy. 

Access to competitive rates. 

We ensure all of our clients have access to competitive rates on all their finance needs, just like our home loan offerings, we can shop around to find exactly the right loan for you.

Where do you start?

Simply contact us by calling 6980 9000 OR click the button below and we can start the process by reviewing your current situation and then start the process to find the best loan for you.

If you would like to see someone in person regarding lending, please call the office 02 6980 9000 to make an appointment to see Ben Wells.

COMMERCIAL LENDING

Buying a new business? 

Need funds for your business or are you looking to grow or cover expenses? 

Whether you’re a business owner, property developer, self-employed tradie, or even a brand new business, we can help. 

Our Brokers have access to a variety of lenders and products to make sure you get the right finance for your needs. Find out what you could borrow today. 

Click on the link here to start the process, or call us on 6980 9000 to discuss your needs.