What Our Clients Have to Say.............

 

It was as a busy, newly married couple with the most disorganised files in town that we approached Peter at the Wealth Cafe for loan finance assistance.

We had secured a contract on a large run down farm, well over our comfortable budget limit but, WE HAD TO HAVE IT It was our dream place.

Peter's optimism and confidence was from the start a significant plus, and he immediately narrowed the mortgage field down to a very small selectionWithin days he had secured a verbal approval for us and the paperwork onslaught beganFor two weeks we dredged documents and called various institutions for copies we had lost and slowly but surely Peter built our case on paper.

Being self employed and with our bookkeeping records found to be too far out of date, Peter Immediately got his team on the job to fix this side of things too.

The whole event took two weeks of document hunting and gathering and then we finally received the written loan approval. With joy, and relief, in our hearts we were able to go unconditional on the contract and wait patiently for a successful settlement.

Peter has a wealth of finance skills and knowledge - there's more to the name Wealth Cafe than meets the eye.  A can-do attitude, a sense of urgency and humour, an ability to represent you in the right way to the banks, a commerce degree - its all part of the Wealth Cafe package , and it works!!!

As we said when the finance came through, "Thanks Peter, you've made our life!"
The Macneils........
O'Hare Marketing

On the Farm in Yandina, Qld

For some time I had been contemplating refinancing my mortgageI needed the extra money in a hurry and knew I could make the repayments. However, having recently become self-employed I was worried that I would not find a bank to help me. 

A friend recommended I talk to Peter at the Wealth Cafe in Noosaville. He very patiently helped me piece together my various income sources, prepared an expense summary and listed out the support documents that would be needed to accompany the application. 

Peter very quickly analysed my own personal situation and requirements with over 20 banks and short listed 3 that would be prepared to support my application. 

I was so relieved that all the worry and uncertainty was really just an illusion and that it would actually be possible to get the loanWithin three days I had a conditional approval, subject only to valuation, for a low doc loan, at a lower interest rate and fee structure than I was currently on. Within five days I had a final approval and was signing my loan papers.

I was amazed that something that had seemed such a hurdle and a hassle ended up being so easyThanks to Peter, I am now on a debt reduction plan that uses the extra fortnightly payments I was making before (plus a little bit more as well) to pay the mortgage off faster and years ahead of time.  I now have more confidence that I have control of my finances and have started a monthly wealth creation plan that automatically invests in managed funds and builds my retirement assets.
Jane P
Bookeeping Services

Sunrise Beach, Qld

I was surprisingly impressed with the professionalism; teamwork and efficiency with which Peter helped us get a home renovation loan approvedI had been so busy at work for 10 hours a day; time eventually got away which added more pressure on me and my wife to do something about the house.  The last thing I wanted to do was research banks and fill out forms.  Thanks to Peter and his team for fast and accurate research and taking the leg work and hassle out of the finance approval and finding the best deal for usI gladly recommend him to friends and colleagues.  What was even more impressive is that it was all done remotely from Noosa and we are in Brisbane.
Dave & Vicki
JJ Richards Waste Management
Holland Park, Qld
 

More of What Our Clients Have to Say.............

 

No Waffle, Just the Dough! What a great intro to Peter and the wonderful Jane at Wealth Café who made life much, much easier than a lot of financial institutions in this world doThe Wealth Café will give you rapid, straight forward assistance in achieving your financial objectives and outcomes and are particularly good with helping small business operators like ourselves get a great deal.

Jens & Tamar
Nissen Technologies

Tewantin, Qld

Peter and the Wealth Café have a wealth of finance skills and knowledgeThere's more to the name Wealth Café than meets the eye.  We needed to refinance our home loan to finish some long overdue renovations.  We went to our bank would not help because I was self employed and couldn't produce documentation to prove my income. A can-do attitude, a sense of urgency and humour, an ability to represent you in the right way to the banks, and a commerce degree – it's all part of the Wealth Café package, and it works!!!

Matt & Fran
Mat Scanlan Building

Peregian Beach, Qld

 

Adam and I approached Peter and the team at Wealth Cafe to assess in the first instance wether we may be eligible to apply for a home loan having rented for many years.  Within a very short time we had our initial response from Wealth Cafe asking for further information for our pre approval. We have now been successfully pre approved and are looking forward to purchasing our first home. The team at Wealth Cafe were very positive and efficient and their realistic advice was very helpful. What seemed to us to be an unachievable hurdle was made to be an easy, stress free experience.

Gabrielle & Adam
Century 21 Real Estate Scarborough

Scarborough, Qld

Being a busy expatriate banker in Asia, not only am I time poor, I am too far awayI found a great coastal investment property in NSW but it seemed like there were too many finance options to choose from. Pete and the Wealth Café team did the research, produced a short list of options and I was able to choose the deal that suited me from the thousands out there! Thanks for all your help guys....very smooth and hassle free.

Phillip Potter
ABN Amro Bank

Hong Kong