Adam Baker Email & Phone Number

Bacchus Marsh, Vic

This is a world of increasing change and complexities, where rates change independent of the RBA, where investors are finding more and more hurdles to jump and where everyone is limited more than ever to how much they can borrow. You need an expert on your side, and that is where I can help you.My role as a mortgage broker is to find you the best loan that suits your needs for now, but also the future. My job is not to find you the "cheapest rate" (although that may be a bi-product of the best loan) but the product / lender that will help you to reach your goals and aspirations. When you meet with me, do not expect to just talk rate, I want to talk about you as that is the only way that we can build the best strategy.I also use my trusted business partners to help you with any other area of your financial life and I act as a relationship manager to ensure that you are receiving the best possible service.

1/879 Springvale Road, Mulgrave, Victoria. 3170

RateOne is a full service mortgage broking and financial planning company. We offer a distinctly different service proposition to clients AND mortgage brokers alike.My role is to RECRUIT, ON-BOARD (ensure you are on-board as quickly as possible, as seamless as possible) and RELATIONSHIP SUPPORT (scenarios, business planning etc)Mortgage Brokers We have developed an innovative system for lodging, tracking and settling home loan applications. RateOne can ensure your files fully meet NCCP compliance requirements. This allows you to do what you do best - develop long term client and referral relationships. Currently we have a number of lead sources for those that would benefit from a little extra assistance in that area. In addition, you have the opportunity to derive alternate income streams via our Financial Planning division, car finance and commercial specialists. We'd be happy to take your call with any questions you may have - Call me to discuss how we can help grow your business.ClientsOur ever growing team of award winning mortgage brokers and financial planners are committed to offering new and existing clients of RateOne the very best of service. We have developed a simplified process for educating, developing and protecting your most valuable assets - your income, lifestyle and wealth.Whether you are considering refinancing your existing loan, purchasing a new property, or require financial planning or risk insurance advice, we are here to help make your RateOne experience a rewarding one.

Melbourne, Australia

Melbourne Cbd

I manage a portfolio of approximately 400 Mortgage Brokers in Victoria for Bankwest. I work with these brokers to write new business with Bankwest and to educate them on the ever changing world of products, policy and procedure. I help with trouble shooting home loan scenarios and assist in getting their applications over the line, avoiding issues or should the broker come up against difficulty, fixing the problem in a timely manner.I work with key internal stakeholders to make sure structured feedback is provided to the relevant segment of the Bank, to help procure change in policy or procedure when a shortfall or window of opportunity has been identified.I find this role a very rewarding one and embrace my job and the challenges that come with it. I love working with the brokers and seeing their business grow with Bankwest.

My role supports the retail network of Bankwest in Victoria. I am involved in launching new retail products, ie savings, mortgages, transaction accounts, credit cards and personal loans, being the 'go-to' person for product related queries, coaching sales staff in sales tips, opportunities and product knowledge.