As a wealth specialist, I have the rewarding role of guiding clients in making one of the largest financial decisions they will make in their lifetime - be it the purchase of their first family home, an investment property or refinancing so that they can free up money for other aspects of their lives.
Assisting people to achieve their property and wealth goals is an incredibly satisfying role that I do with passion and utmost care for what each individual needs.
Having completed a PhD, lecturing and managing research in the university setting, and completing formal business and project management qualifications, I am uniquely experienced in doing in-depth research. These skills translate well into finding home loan solutions, which, in the current climate, is a much desired skill that sets me ahead of the rest.
I have a wealth of experience in managing budgets and take pride in assisting clients better understand their budgeting needs so they can borrow with confidence in affording their lifestyle.
I am passionate about helping Australian families achieve their financial and property goals and have a soft spot for first homebuyers knowing only too well how hard it was breaking into the Sydney property market myself.
Home Loans Financial Advice Commercial Finance Insurance Superannuation Cash & Investments Lisa Bridgett