Enquire here
MoneyQuest personalised support

MoneyQuest’s personalised support

MoneyQuest provides personalised support to its brokers whenever they need it, to help their businesses thrive.

MoneyQuest Mount Waverley franchise owner, Dan Amunugama, recently experienced this support first-hand, and reaped the rewards.

His MoneyQuest mentor Cheryl Winn, together with MoneyQuest’s General Manager of Franchise Development, Simon Dehne, made all the difference to the outcome of one of his client’s deals.

Read Dan’s story below…

“Earlier this month, a client’s land and construction loan settlement date was unexpectedly brought forward. I suddenly found myself under a lot of pressure to get the application turned around. After hitting a few roadblocks, I became increasingly concerned that I wouldn’t be able to achieve an outcome before the settlement date.

I reached out to my MoneyQuest mentor, Cheryl Winn, who was extremely supportive throughout the process. She replied to my emails instantly, even outside of business hours, and made multiple calls to the loan assessor to drive the deal forward. She even assisted with changing the structure of the loan to get it across the line. Her extensive experience in both finance and mentorship was vital throughout this challenging period. I’m incredibly grateful for all of her help. She is extremely knowledgeable when it comes to lender products, policies, and assisting with loan scenarios, and is a great source of reassurance.

Simon Dehne was also instrumental in resolving this issue. He escalated the problem to lender management to ensure that it was addressed promptly and effectively. Eventually my client was granted unconditional approval for a land loan and was able to move forward with the construction of her dream home. Simon has 30+ years of finance experience, a wealth of industry contacts. He is always readily accessible and generous with his time.

If I was running my own business without the support of MoneyQuest and people like Cheryl and Simon, I would have been lost and unable to achieve the desired outcome for my client.

Thankfully, with their help, my client was able to secure the loan she needed. I can’t speak highly enough of Cheryl, Simon and the supportive, family-like culture that MoneyQuest has created.”

If you’d like more information on MoneyQuest and the personalised support services we provide to our network of brokers, click here.

Disclaimer:

This article is written to provide a summary and general overview of the subject matter covered for your information only. Every effort has been made to ensure the information in the article is current, accurate and reliable. This article has been prepared without taking into account your objectives, personal circumstances, financial situation or needs. You should consider whether it is appropriate for your circumstances. You should seek your own independent legal, financial and taxation advice before acting or relying on any of the content contained in the articles and review any relevant Product Disclosure Statement (PDS), Terms and Conditions (T&C) or Financial Services Guide (FSG).

Please consult your financial advisor, solicitor or accountant before acting on information contained in this publication.

Let’s get started!

Want to control your hours, income and success? Open a MoneyQuest franchise!

We are ready to help you control your destiny! Reach out today.

Thanks for getting in touch.
You'll hear from us soon.

Skip to content