Meet your Adviser

Sam Ghoreyshi - Personal Mortgage Adviser

Sam Ghoreyshi understands that most people don’t seek his services to get a home loan – they want him to help them buy a house.

“I’m really mindful of my role in facilitating that house purchase for people, which is the final outcome my clients are really focused on and which is a major priority in their lives,” Sam said.

Sam is acutely aware how purchasing a property can be a key step in his clients’ ability to create long-term wealth.

In addition to being an experienced mortgage adviser, Sam is also a qualified financial adviser with Moneyclip Wealth Strategies, allowing him to work with his clients on a broad range of mortgage and wealth creation strategies.

Sam’s services span the whole spectrum of finance, from helping first homebuyers break into the market and families refinance their existing home loans, right through to working with sophisticated investment portfolios.

Property investment and wealth creation are two of Sam’s personal passions, stemming from the purchase of his own home almost 15 years ago.

“My first home was a great springboard to my own wealth creation,” he said. “I’m a keen follower of investment markets and am committed to helping educate my clients who are interested in creating wealth through property investment.

“My financial qualifications and extensive knowledge, coupled with my own extensive experience as a property investor, means I am uniquely positioned to provide advice that is all-encompassing and accelerates the creation of wealth for my clients.”

Sam's mortgage advisory business is based in the Sydney CBD, where clients are welcome to meet with him. He is fully mobile and services all areas including, but not limited to, Kirribilly, Neutral Bay, Darlinghurst, Lower North Shore and North Sydney and can visit you outside of working hours in the comfort of your own home.

Sam, who is a Senior Affiliate of the Financial Services Institute of Australasia (FINSIA), can look after all your financing needs including personal loans, leasing, and commercial and business financing.

Sam operates in partnership with Smartline Kew in Victoria.

Jeremy Kruse - Personal Mortgage Adviser

As a keen investor himself, Jeremy Kruse is passionate about encouraging others to generate wealth. To Jeremy the best part of his job is developing strong client relationships to help them achieve their financial goals.

"What sets me apart is my diverse financial experience combined with the level of service I offer," explains Jeremy, who has worked as a Financial Adviser with RetireInvest and also has experience as an Investment Analyst.

"I’m only satisfied when I know my clients have achieved the best possible deal, structured to their specific needs, with the knowledge I will provide superior ongoing service," he adds.

Jeremy covers all areas of lending and has a particular interest in helping clients to structure their finance with a view to wealth creation.

As well as being an Accredited Mortgage Consultant, Jeremy is also a qualified Financial Adviser. Jeremy also holds a Graduate Diploma of Applied Finance and Investment and is a Fellow of FINSIA (Financial Services Institute of Australasia).

Jeremy operates in partnership with Smartline Sydney NSW.

 

• What Sam Ghoreyshi's clients say about his service.

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