More than 25 years of banking industry experience and an understanding of the importance of providing clients with financial solutions that meet their long-term needs means Sam Coulam’s clients can be confident they’re in good hands.
Throughout Sam’s award-winning career he has been focused on always having the best interests of his clients at the heart of everything he does.
“While I work in the finance industry, my focus is on people – and helping them to be in a stronger financial position,” Sam said.
“Taking the time to listen and understand my clients’ needs early on in the process means I’m then able to identify the most suitable lending products and structure that is going to allow them to achieve their goals,” Sam said.
“I’m very hands-on throughout the entire loan applications process, right through to settlement and ensuring that my clients are comfortable with the structure put in place. I like to be organised and on top of things to ensure that my clients secure their finance approval in a timely manner.”
Sam also prides himself on being persistent, personable, honest, reliable and dedicated in his role as a mortgage adviser. As a result, much of his business is from referrals from satisfied clients.
He is able to assist a range of borrowers – first homebuyers, people looking to refinance or purchase a new property, and those wanting to start or grow their investment property portfolio.
Sam’s services are at no cost to his clients and he offers a fully mobile mortgage advisory service throughout metropolitan Brisbane.
- Smartline Franchise Owner of the Year QLD Finalist 2017, 2018
- Smartline Lenders’ Choice Award QLD Finalist 2017
- Smartline Lender’s Choice Award Finalist 2014
- Smartline Business Growth Award Winner 2014
- Smartline High Achievement Award 2014
- Finalist Smartline Rookie of the Year Award 2013
Grant is a trustworthy and solutions-driven adviser, whose dedication to providing a comprehensive service means he regularly far exceeds his clients’ expectations.
For Grant, finding out what his clients really want from their loan is essential. “I genuinely care about my clients and put their needs before anyone else’s,” he says. “I ask lots of questions, listen carefully to the answers and ensure I have a real understanding of their circumstances and their long term goals before we proceed.”
From there, Grant’s experience in lending and his knowledge of the various products on the market mean he can match his clients to the right lender and loan solution.
“The communication goes both ways. I’m always available for questions and clarification and my clients can trust that my advice is going to be in their best interests. When you take out finance through me, there’s no commitment to any particular lender; you choose from a panel of 25 lenders and hundreds of loan options. It’s simply about what is best for you.”
Grant also has personal interest and experience in property investment, which means he can provide a very comprehensive service. “My personal experience in property investment also means I understand first-hand what borrowers are going through and what they need from me, which is: great advice, support, integrity and commitment.”
Grant can assist with all lending needs, including SMSF loans and loan refinances, and is based in Brisbane.