(08) 6201 4465

About ULifestyle

Rhion_Spring14Our role as your mortgage specialist and financial planner is to guide you through the process to ensure that all your financial needs and options are considered. We make sure that this exciting opportunity for you and your family is professionally managed to reduce the time and worry for you throughout the purchase of your new home or investment property, acquiring the appropriate insurance cover and levels required and to assist you with your long term financial security, while also taking advantage of all the tax and accounting benefits one should receive with your investment structures.

Is there a “best deal”?

If you are researching your finance options, everyone will be advertising “the best deal”. However what they may omit to tell you about are the hidden costs, or just as importantly how to structure your finance to suit your ongoing and future needs. ULifestyle has access to many lenders and will be able to guide you through your decision if you are thinking about your finance options right now. Don’t do it on your own. Ask us, your trusted finance specialist, to work through this with you. You may think that by going to your local bank it will get done faster or that it will be more beneficial to you. In fact we have saved many clients a lot of time and even more interest than they would have if they had gone directly to their own bank. All loans go to a processing unit. Mortgage and finance brokers have access to the banks’ Business Development Managers (BDM’s) who can escalate issues for us. We make them work harder for you to get your loan approved.

Why?

Because we have access to many loan products across many institutions, we can often find alternative solutions for funding that some banks just can’t access. It’s not uncommon for us to get a loan approved through the same bank whose local branch has declined your previous application. So make sure you call us first to save your time. Regulations in the broking industry are continuing to improve across Australia. Think of ULifestyle as being your professional resource for finance in the same way you think of your accountant, financial planner or solicitor.

Clients for life

We are in the business of building ongoing relationships with our clients and to think of your best interests, not those of the bank. We will work with you and your service providers (real estate agent, conveyancer and lender) and sometimes your other professional affiliates (such as your accountant and financial planner) during this process, while ensuring we help you obtain the finance that best suits your circumstances and needs. If you require other financial or investment services, we are usually able to help you with this as well. We look forward to hearing from you

Rhion Bennett,

Principal

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Rhion & Staff a  HUGE THANKS   for your professional service.  We have now used your services twice in the last few years and we are extremely pleased with the way you have handled any problems we have come up against.

We will highly recommend your service to any family and friends.  Once again thank you, you seem to make a sometime stressful situation into a plus at all times. Very grateful.

Grant and Loretta Cooper