Mort Services

Mort Financial provides professional advice on the most appropriate funding

• To purchase or refinance residential real estate.
• To purchase or refinance commercial real estate.
• The interest rate can be fixed or variable.
• The loan can be for owner occupied or investment purposes.
• It can be for full – doc, low – doc, or even no – doc loans.
• We specialise in credit impaired customers.

What does it cost you

• Mort Financial has access to over 30 lenders.
• Its advice is FREE as the lender will pay Mort a commission for placing the loan.
• The commission is paid in two parts; generally an upfront of 0.70% of the loan and a trail commission of 0.25% pa of the balance of the loan paid monthly while the loan is in existence.
• Mort passes a part of the commission to its aggregator Choice Aggregation Services.

Mort Financial in association will provide professional advice on the most appropriate risk insurance

• This is to ensure your lifestyle and commitments are protected no matter what happens.
• We will together consider life insurance, income protection, Trauma and TPD.

The monthly Mort Report

• David Mortlock publishes the FREE monthly Mort Report on the Friday following the RBA meeting each month.
• It is distributed by the web and contains his views on the financial markets and how this impacts on interest rates and your mortgage. It also comments on social trends, political events and anything relevant. It lists the cheapest interest rates, specific lender specials and discounts available.
• You are welcome to access this, comment on it and pass it to anyone you think may be interested.

David Mortlock invites you to contact him to discuss any funding or risk insurance issues to discuss your needs either in his offices in North Sydney or in your own home.