Lee Xue Ding (Lee) – Personal Mortgage Adviser

Lee always puts himself in his clients’ shoes, making sure he delivers the high level of customer service he would appreciate as a borrower.

“For me, an outstanding mortgage advisory service includes high-quality finance advice that is suited to the client’s unique financial needs, in an efficient, transparent and reliable manner. And this is what I strive to provide for my clients every time.”

Lee is available to assist with all lending needs, including home loans, investment loans, car loans and equipment finance. He has an exceptional work ethic and is available around the clock, seven days a week, to assist his clients with queries or concerns. Having built his own accounting firm from scratch a years ago to thousands of clients, he is very well versed in giving exceptional customer service, delivering practical solutions both from taxation and lending perspective.

“I am very passionate about what I do and aim to exceed customer’s expectations at all times,” he says.

Lee has many years’ experience in the finance, accounting and taxation industry, dealing with banks and customers alike. He is highly knowledgeable about the lending products available on the market as well as banking policies.

Friendly, approachable and open, Lee prides himself on being persistent and looking outside the box for lending solutions whenever necessary.

“As the first-generation migrant, I come from very humble beginnings. I was dissatisfied with the glass ceiling I encountered throughout my early working life in accountancy firms and my hunger for success saw me start – and subsequently grow – my own business. This is the kind of tenacity, dedication and service I bring to my mortgage advisory service.”

Lee is fully mobile and can assist clients all over Brisbane, the Gold Coast and the Sunshine Coast as well as further afield.

 

Colin Tan – Personal Mortgage Adviser

Colin is a dedicated and friendly personal mortgage adviser who guides his clients through their borrowing journey with clear, trusted advice.

‘I always take the time to understand my clients’ immediate and long-term goals,’ he says. ‘In this way I can provide comprehensive advice that will set them up for life.’

Securing finance is often a complex process and Colin knows that some clients may find it stressful and confusing. He brings an empathetic and relatable approach, explaining details and differences between the lending options clearly to give his clients confidence in their choices. ‘Instead of using terminology, I use plain language to help my clients find the right solution to their needs,’ he says.

As well as providing professional lending solutions, Colin aims to reduce the overall stress and hassle for his customers, undertaking negotiations and admin on their behalf and keeping them up to date as their application goes through.

‘My clients’ goal is mine and I am dedicated to providing them with all the information and support they need to move through the process with ease and attain a successful outcome.’

Colin’s skills, professionalism and expertise are underpinned by his six years’ experience in the finance industry. ‘As a professional mortgage broker, I have an in-depth understanding of lending products and solutions,’ he says. ‘During my career I have enjoyed working with clients from a range of different backgrounds, many of whom have recommended my services to others.’

Colin can assist with all types of finance and specialises in home loans. He offers a mobile service for clients based in Brisbane’s CBD and inner-city suburbs.