First of all, sincere apologies in the late notification of this meeting!
We have two excellent presentations for you this week and I look forward to sharing them with you.
Getting your finance ducks in a row (and building up your supply of golden eggs) is absolutely critical to successful property investing, which means you won’t want to miss Julian Bowden and Stephanie Ferguson.
Julian Bowden has been Principal of Taffy Finance Pty Ltd for 15 years. Prior to that, Julian built his experience in the finance industry through almost 20 years in a variety of roles throughout Queensland with the National Australia Bank, including Area Sales Manager for the Northern Suburbs of Brisbane with a team of over 30 staff, including Personal Bankers, Financial Planners and Mobile Lenders. Julian holds a Bachelor of Business in Banking and Finance, is a Senior Associate with FINSIA and is accredited with MFAA and FBAA. He is totally committed to ensuring clients have the most appropriate financial solution to suit their particular circumstances, whether it be for a first home, an investment property or commercial lending.
Why use a broker instead of just going direct to a bank? Julian’s answer is that mortgage brokers can do a lot more than process a transaction – they provide advice, financial guidance and valuable assistance with negotiating your way through the mortgage process based on your needs and future financial goals.
Using a mortgage broker can make the difference between having your finance declined or approved. This is because they know which lenders’ products, loan criteria, borrowing calculators and application systems will best suit your situation. Julian has a lot of entertaining “war stories” and a wealth of great information for new and experienced investors alike.
Stephanie Ferguson is a co-founder of Webster’s Wealth Partners and has over a decade of experience in the finance industry commencing in the banking and finance sector in 2004. She has been a Finance Broker as well as a Publication Manager for an independent annual property publication.
Stephanie has a Diploma in Financial Services (Financial Planning) and enjoys assisting clients to achieve their individual financial and lifestyle goals with tailored solutions and advice. In a changing landscape, both product and regulatory, Stephanie knows that clients value the relationship they hold with their adviser and the trust that is built over time through the empowerment of financial education.
A keen property investor herself, Stephanie is passionate about finding financial products and vehicles that can give her clients an investing edge, whether they are looking for a healthy financial position in retirement or are just starting out with a first home or investment.
Don’t miss this chance to pick Julian’s and Stephanie’s brains on how to achieve your goals faster.
Meeting room doors open at 6.45pm for a 7.00pm start. Finish around 9.00pm.
Enjoy a meal at the Club before the meeting (from 5.30pm) and/or a drink afterwards.
Please bring pen and paper as you’ll want to take plenty of notes! This is also a great opportunity to ask questions of the presenters and other participants. You might like to bring a jacket too, in case the room gets a little cool.
There is plenty of parking and remember, you are always welcome to bring along friends or relatives who are interested in property investing – it is all about networking with like-minded people! Tea and coffee provided.
Only $15 per head entry charge or $25 per couple, payable online or at the door.
I look forward to seeing you there.