Qualified Financial Planners

If you are like many borrowers, you often ask your Financial Planner about finance. By offering lending solutions the Financial Planner is providing you with a full-service financial planning advisory.

In today’s competitive marketplace, clients demand convenience - a single place where all of their financial needs can be met. Your Financial Planner will be providing you an innovative service that fulfils all of your financial needs.

Your financial planner’s job is to implement a strategy that will allow you to meet your financial goals. Mortgage Call offers a diverse range of loan products including purchase, refinance, margin lending and debt consolidation facilities, in addition to home equity lines of credit.

Your financial planner is an important professional for your future well being.

#Scenario 1: Increase Retirement Savings

Possible solution: Refinance mortgage to lower interest rate and monthly payment. Deposit monthly savings into a retirement account.

#Scenario 2: Purchase a first home

Possible Solution: Analyze your budget requirements; set-up an automatic savings plan to allow you to accumulate a deposit. Once you are ready to purchase they can assist you with the financing.

# The following scenarios are only intended to be examples and cannot be relied upon and should not be followed. Please seek advice from your qualified Financial Planner.

Knowledge: Your Financial Planner knows your financial history better than any bank.

Trust: Your Financial Planner has spent years helping you to achieve your financial goals� your Financial Planner has been there when it counted most and has your trust.

Advice: Banks don’t have the holistic view that your Financial Planner can provide regarding sound financial advice. Your Financial Planner’s knowledge of your finances enables them to provide qualified advice and guidance that covers all the bases.

Documentation: Your Financial Planner is a veritable filing cabinet when it comes to your financial records. By choosing your Financial Planner for your financing needs, you can avoid the documentation treasure hunt when it’s time to gather paperwork.

The Mortgage Call difference

With a tailored program delivered for financial planners. Mortgage Call has an intimate knowledge of what is required to deliver a successful outcome for the borrower and includes the following for every member of Mortgage Call. Access to a National Training Academy, leading edge software and an array of lending solutions.

• Stay competitive in an aggressive market place.
• Increase client retention as the client does not need to see anyone else.
• Attract new clients.
• Offer the client additional financial products.
• Provide better customer service.