What is your high net worth clients package about?

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kalel
Posts: 45
Joined: Thu Jun 20, 2013 7:04 pm

What is your high net worth clients package about?

Post by kalel »

Hi guys, I've heard that HLE has started a "High Net Worth Clients Package" and I'd like to learn more about it. I'm starting this thread instead of emailing you so that others can join in the discussion too.

So without further ado, could you please tell us how us investors can benefit from it? :D

-Kal

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Otto Dargan
Mortgage Specialist
Posts: 7730
Joined: Sat Sep 06, 2008 5:55 pm
Location: Sydney, Australia
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Re: What is your high net worth clients package about?

Post by Otto Dargan »

Hey Kal, thanks for starting this discussion, I hope everyone can join in and learn more about our program.

Basically this is a program for professional investors who already own many properties but work with mortgage brokers and / or bankers who do not understand their requirements or cannot meet their demands.

To qualify for this program you would need to have:
  1. Net assets worth over $1000,000
  2. Loan applications for over $2000,000
  3. Be experienced in investing and have a strategy in mind
Besides providing a lot of free services we will also be minimizing your involvement in any processes, helping you build stronger relationships with banks, negotiating for better loans, and doing everything that we feel will help you save time and money.

Please let me know if you have specific questions.

Cheers,
Otto
Otto Dargan
Mortgage Broker
P | 1300 889 743
Home Loan Experts

dawnmason
Posts: 47
Joined: Thu Jun 27, 2013 3:43 pm

Re: What is your high net worth clients package about?

Post by dawnmason »

Hi Otto, this sounds interesting but you haven’t mentioned how much you will be charging for this special program! I think everyone would like to know your fees first :)

sailor
Posts: 40
Joined: Thu Jun 27, 2013 3:44 pm

Re: What is your high net worth clients package about?

Post by sailor »

Hi I’m looking a new mortgage broker myself, and I read about your company in the Adviser Magazine (congrats on entering the Top 25, btw). It’s good to see that you guys are adding new services to help serious investors like us!

I’m still wondering if I should change brokers at this stage or go at it alone but a friend has spoken highly of your broker’s expertise.

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Otto Dargan
Mortgage Specialist
Posts: 7730
Joined: Sat Sep 06, 2008 5:55 pm
Location: Sydney, Australia
Contact:

Re: What is your high net worth clients package about?

Post by Otto Dargan »

dawnmason wrote: Hi Otto, this sounds interesting but you haven’t mentioned how much you will be charging for this special program! I think everyone would like to know your fees first :)
dawnmason, you will be happy to know that we will not be charging you any extra fees for this program. As it is, most of our customers do not pay any fees for our services since we have a policy of waiving fees for past customers and referred customers.

The only times we will directly charge you a fee is if:
  • You repay your loan in the first 24 months after the loan is advanced (this is because the bank will charge us since they did not make a profit and we charge you the same amount)
  • You join our Prepare to Buy program
  • Your loan is very complicated and requires a lot of work
  • Your loan is under $300,000
  • You are taking out a commercial loan
If you fall under these categories and you need an exact quote, our brokers are available at 1300 889 743.

Cheers,
Otto
Otto Dargan
Mortgage Broker
P | 1300 889 743
Home Loan Experts

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Otto Dargan
Mortgage Specialist
Posts: 7730
Joined: Sat Sep 06, 2008 5:55 pm
Location: Sydney, Australia
Contact:

Re: What is your high net worth clients package about?

Post by Otto Dargan »

sailor wrote: Hi I’m looking a new mortgage broker myself, and I read about your company in the Adviser Magazine (congrats on entering the Top 25, btw). It’s good to see that you guys are adding new services to help serious investors like us!

I’m still wondering if I should change brokers at this stage or go at it alone but a friend has spoken highly of your broker’s expertise.
Thanks for the kind words sailor, we’re always trying to find new ways serve our customers better and we think this is one of them.

Investing in properties without a broker can be a bit difficult and time-consuming even if you are experienced. By using mortgage brokers you can really get better deals from lenders and you could use the time saved for other things such as your job or your family, etc.

We call ourselves the Home Loan Experts because we have years of experience under our collective belts. And not only are we knowledgeable about home loans and banks, but we also spend a lot of time building our systems and training our staff to ensure that we can deliver the best service.

We sincerely believe that only by making ourselves better can we work towards being the best specialist mortgage broker in all of Australia.

Hope this makes you feel more confident about our abilities :D

Cheers,
Otto
Otto Dargan
Mortgage Broker
P | 1300 889 743
Home Loan Experts

mynameisSAM
Posts: 43
Joined: Thu Jun 27, 2013 3:46 pm

Re: What is your high net worth clients package about?

Post by mynameisSAM »

What other types of investment loans can you help out with? Not exactly a “high net worth” investor here but I have money to invest and I’m looking to get into the game.

Sam

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Otto Dargan
Mortgage Specialist
Posts: 7730
Joined: Sat Sep 06, 2008 5:55 pm
Location: Sydney, Australia
Contact:

Re: What is your high net worth clients package about?

Post by Otto Dargan »

Hi Sam, we can help you with your investment loan applications even if you don’t meet the criteria for our High Net Worth Clients package.

We can help you get 90% loans, 95% loans and even 100% loans with the help of our various lenders. We help you pick the right loans so that you can maximise your borrowing capacity so that you buy more properties and get to your goals quicker.

Cheers,
Otto
Otto Dargan
Mortgage Broker
P | 1300 889 743
Home Loan Experts

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