Achieve Your Financial Dreams

Achieve Your Finance Dreams in Melbourne and Sydney

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Whether You Are Buying Your First Home or An Investment Property, We Can Help You Achieve Your Financial Dreams

Whether you are buying your first home or an investment property, starting your own business or starting a family, Julie Bongiorno Financial Services can help you achieve your financial dreams. When making a big life decision you need to free up cash flow. It’s vital that the decision you make is cost effective, wealth-building and tax efficient.

We can guide you in:

· Obtaining pre-approval and learning how much you can borrow
· Discounted finance for your home loan, investment property loan or practice fit out
· Lines of credit
· Car, shares and equipment finance
· Refinancing and Debt Consolidation to organise your finances
· Assistance with re-financing your current loan

Insurance

We have long-term relationships with many of the major insurance companies. Contact us to review your insurance programme.

Property Outlook

Use our unique search tool, normally reserved for real estate agents only, that provides valuable sales and rental data.

Financial Dream Creator

Work with us to purchase or refinance, and we will coordinate with the banks, solicitors and conveyancers on your behalf.

Loans and Packages

Our Residential or Commercial loans offer you:
– a personal service and an ongoing relationship
– a choice of fixed, variable, and combination loans
– various other benefits including dynamic wealth strategies
– a max loan to value ratio including up to 95% for medical, vets and dental practitioners (and 85% for others) on a home loan or an investment property without mortgage insurance (stand alone)*

*Any application for credit is subject to the banks normal lending criteria

An Annual Package with us includes:
Obligation free pre-approvals
Personalised service at low introductory rates
30 year Interest Only Home Equity Loan and Principal and interest loan
Annual package includes no establishment or monthly maintenance fees
100% offset available
10 year Interest Only loan available on certain loans

About our Finance Service
When providing you with credit assistance for your home loan, we are not acting as Mortgage Brokers. We will assess your finance needs and objectives but will then only consider loans from Westpac Banking Corporation. We are not able to compare or consider loans from other (non Westpac) lenders.

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Deliver Outstanding Service

We aim to deliver outstanding service on an ongoing basis, and consistently exceed your expectations.

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Live Up to Our Promise

We intend to do what we say we’ll do, so if we have made a commitment, we will keep to it.

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Strategy for Wealth Creation

We will assist you to set up a strategic plan for your personal wealth creation and goal clarification.

Let's Create The Package That's Right For You

Structure is the most important part of the loan process. By managing both your personal and business loan needs, we can help you effectively structure borrowing in a tax effective way for the long term.
Let us design a package for you with flexible options.

CTA Phone

To discuss you finance needs, call our team today on 03 9863 3140.

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