She’ll act in your best interest, even if it means missing out on the commissions. Meet Top 3 Local Choice, Wanda Rowan from Personalised Mortgages. “ You’ll get the honest truth about your situation” is how one raving client described working with Wanda Rowan from Personalised Mortgages.
In the finance industry for over 12 years, and servicing many local conveyancers, accountants and property professionals as an instrumental referral partner, it’s no surprise that Wanda stood out as a reputable operator.
With changing lending conditions and more Australians under financial stress than ever before, we love that Wanda is all about helping individuals and families access the right financial solutions.
Big on ethics, always ready to give you the “no-bull” honest answers, and offering a FREE and easy mobile service straight to your door, Wanda is a great local choice.
How can Personalised Mortgages help you? Wanda and her team c an help you find the perfect short and long-term loan funding solution, including:
New home and residential loans
Loan refinancing Debt consolidation
Family equity
Equity release
Money management and budgeting support
Specialist help in investment property loan strategies.
We join Wanda to find out more about what makes her business stand out from the crowd Your story. How did it all start?
I have been in the finance and sales industry for over 20 years.
In 2009, I started out working for Aussie Home Loans as a mobile mortgage broker and, also in their compliance call centre. I saw this as an opportunity to have more work-life balance, flexibility and really do something I loved – help improve the financial position of others.
Since then, I’ve been able to grow my business. Lucky for me, most of it has been all relationship-based with repeat customers, great word-of-mouth and excellent support from my network of property professionals.
Your motto?
“I will give you the honest no-bull truth about your situation”.
Top 5 things one can expect when working with you?
Honesty
Absolutely NO pressure
I’ll explain all the jargon
Professional guidance from beginning to end
I won’t stuff you around.
What has made you so successful in gaining repeat customers and partnership?
What is the most important tip you can give to anyone that has a current loan?
Review it annually! Just like you would with your car or home insurance policy.
Get a professional mortgage broker to review it to let you know if it’s worth switching and saving. It’s quick, easy and FREE to do.
Your “WOW” factor?
I’ll always act in the best interest of my clients – even if it means missing out on the commissions. Ethically, I will not refinance anyone if I can not save them money.
A client success story you’re proud of?
I had one client who had been on the verge of a financial crisis (including nearly losing their home). Over a 3 year period and through helping them understand, plan and budget I had them on a path to financial success where they got in a position to buy their first investment property.
The nice extras you offer clients?
Over the years I’ve established a pool of expert professionals within the property space that my clients can tap into.
How are you different from other mortgage brokers out there?
I”ll challenge my clients to improve their overall financial state by helping them understand the current reality of their situation.
While most brokers are only interested in getting that one loan over the line, I’m more interested in the long-term financial well-being of my clients.
I’ll take things to a far deeper level by reviewing their existing spending patterns and offering them options to help take control of spending and budgeting.
And in today’s current climate where I see so many people under financial stress, it’s becoming one of the best ways I can add value.
Passions outside business?
I enjoy card making as a hobby. I also love spending time outdoors on my acres. I have a very active apiary (bees), chickens, dogs and lorikeets. They keep me busy.
Giving back to great causes?
I do weekly volunteer work as a community JP at the Winston Hills Shopping Centre.
What Wanda’s clients say “Not pushy. She does her homework… Harry, Local Accountant, North West Sydney
“As a local accountant I need trusted professionals to refer to my clients that need financial help, and Wanda is on my list. We’ve been working together for 8 years. Wanda is thorough in her process and what really stands out is she’ll always act in the best interest of her clients. I certainly support Wanda as a Top 3 Local Choice.”
“Wanda is my No.1 go-to mortgage broker”… Anthony, Law Firm, CBD Sydney
“Wanda is part of my professional network of referral partners and I trust her to support my clients. I met her 4 years ago when she was handling a loan for a client and I was impressed. It was one of the smoothest processes I had ever experienced and this led me to want to work with her. She is professional and gives quality advice. She has my support as a Top 3 Local Choice”.
Get tips and expert advice from Wanda right here:
First Home Buyer Tips in Windsor NSW
Why 2020 Is a Good Time to Review Your Loan
Australia’s Banks Announce Coronavirus Relief for Customers
House Constructions Sydney – What You Need to Know About Construction Loans
