After a 15 year fulfilling banking career, I left my Bendigo Bank Branch Manager role at the age of 29 to have my 1st baby. 24 months of Mat leave and coming back into banking after having baby number 2, I realised I wanted more flexible work options, which wasn't a big thing back in those days (actually not that long ago) like it is today. Starting my own Mortgage Broking business in 2014, allowed me the flexibility I wanted to look after my family, whilst still connecting with clients, and using the skills I had developed during my banking career. I soon found myself a director of a fast growing, successful mortgage broking firm. Proactive Finance Group is here to tailor home loan options and goal setting to the individual client. We work with First home buyers, Second home buyers, Investors, Professionals, Self Employed clients, who are looking to buy property. We hold your hand (not literally!) from day one, all the way until the loan is paid out. Our service continues after settlement, with annual reviews of your loan to ensure you are still on track to meet financial goals. Over time, myself and my team have developed a professional finance service, that is warm and inclusive. Completely customer focused, ensuring a seamless flow of the application process and continuous communication is provided to our clients so they feel completely informed throughout the application process.We have developed strong relationships with our lender partners which gives us the edge, ensuring we are ahead of the game, and fully up to date with lender and industry changes. Our Commercial Finance service is based on the same philosophy, presenting various options and opportunities for those seeking finance for commercial property purchases, agri and professional services, and construction.In 2023 our sister company has been established, Proactive Asset Finance Pty Ltd, specifically looking after ABN holders seeking finance for assets and equipment, whether its Cars, Utes, Trucks, Machinery, or Shop fit outs.
Listed skills include Mortgage Lending, Mortgage Banking, Personal Finance, Customer Service, and 16 others.