Client Stories

Reverse Mortgage

After researching a reverse mortgage on the internet, we were put in touch with Greg who generously answered all our questions and concerns. At no time did we feel any pressure to sign up to a particular product.

Once our decision had been made, Greg was there to help us through the process and to iron out any small hick-ups along the way.

I would recommend Greg to anyone seeking financial and investment advice. He is very easy to talk to and very knowledgeable in his field.

Thanks to Greg we have been able to undertake renovations to our home making it much more comfortable for our retirement years.

Marie-Luise and Neil M. - Sunbury

Reverse Mortgage

We contacted Greg who came to see us to work out if we could afford to continue holding our holiday spot at a beach caravan park after rates nearly tripled. We could not do that on a pension.  After Greg obtained a reverse mortgage for us, we were able to that as well as spend six weeks each winter in Northern Queensland.

We have just come back from our first cruise, 28 days around Australia and we have booked a cruise for New Zealand next year.

Before we started looking, we talked to the family who were all in favour.

God willing, we will continue for the next 3 to 5 years doing the same.

We now look forward to something every day.

Bill and Rose D. - Altona North

Multiple Property Investors

Reid Consultants has shown that nothing is impossible, we were always interested in investing in property, but never thought it was possible!  Every month the money in our bank account would dry up, with ongoing renovations and 3 teenagers to support  there was hardly even any money to have a holiday, a weekend away here or there was just about it.

Now with Greg’s assistance we have 2 investment properties and looking for more and we are actually all having our long life dream of a family holiday overseas. And it’s never too late to look into it. We thought we had missed our chance, but Reid Consultants showed us just how easy it was.

Thanks Greg and Lydia

David and Lesley H and family. - Park Orchards

Multiple Property Investors

Before we met Greg, we had all our property investment loans with one bank. Although we were keen to keep gowing our portfolio, the bank would not lend us any more as we had reached their limit. Greg showed us a way to extract equity and free up funds to expand our portfolio. Since we met Greg, we have been able to buy 3 more houses. We are now able to enjoy a lifestyle as well. Greg has diversified our lenders and reduced our risk. His advice, strategy and property selection assistance to balance our portfolio have been invaluable. Greg has provided us with detailed information and support along the journey and taken the guess work away.

Peter and Meredith H. - Williamstown

Multiple Property Investors

Steffanie and I, wanted to start building a wealth portfolio but we were not quite sure of the best way to go about it! We approached several financial planners, but got the feeling they were not listening to what we really wanted but were trying to selling us "financial products". What we finally realized was we didn't need a financial planner we needed a "coach",someone to work with us to provide guidance not a salesperson. 

Greg has worked with us  to formulated a strategy to build a portfolio of wealth and provided a financing strategy over time in order to meet our goals. Where appropriate, he has introduced us to other professionals along the way. He has provided us with specifc property reports and detailed financial analysis on each property enabling us to feel confident when making our decisions. His strategies have enabled us to enjoy our lifestyle while building long term wealth.

We have now been working with Greg for 3 years to building a property portfolio – our long term plans are now starting to come to fruition – we can genuinely recommend Greg for honesty, integrity and professional insight. 

Glen C & Steff T . Newport

Home Owner                               

Greg came highly recommended to us by a close friend who has used his services for several years. Upon meeting him, we hit it off with Greg immediately and were happy to hear his clear and concise advice. Greg helped us to restructure our finances and, with his help, we developed a plan that took us beyond simple home ownership to building a base for further property investment and renovation.

We have recommended Greg to several people, all of who were happy with the advice and service they received.

We would not hesitate to use Greg again, and will certainly do so.

 
David C. and Natalie R -   Nth Melbourne

Property Investor

This is just a short note to thank you for all the work you did for me over the past year, for the Christmas wishes, and for the surprise Bunnings Voucher.

The Lorne tenant has asked to stay on for another year, so that makes financial sense to me, and I will renovate the house during his tenancy. He is a carpenter. Accomodation is scarce there.

It does seem to be working well, with career going well too. I could not have done this without your professional involvement and so I am very grateful. I will let you know when I have occupancy of the house, so that if you ever take your family to Lorne I hope you would call in and visit.

I have recommended you to many friends who are fascinated with how I could have arranged my finances to achieve this.                                        

Best wishes to you and your family.

Elizabeth H. - Berwick.

Home Owner

Hi Greg,

We wanted to thank you for your recent assistance in organising our loan for us.  What was initially quite a daunting task was made simple with your explanations and guidance. 

Your review of all the options was extremely thorough and at all stages I felt choice was up to us.  As it was a very busy time, we were appreciative that you were able to see us at our home and at times that suited us so well.  

Once again, thank you for your help and we would have           

no hesitation in recommending your service to others                        

Peter M & Sandra D - Oakleigh                                                                     

Conveyancer

It is with pleasure that I am able to provide a testimonial of my experiences dealing with you and your firm during the conduct of my Conveyancing practice.

Your professionalism and expert advice supplied to your clients which I have had the pleasure of acting for in their property transactions has always been complimented by your clients feedback to me in their expression of satisfaction and delight in having you on their side.

It is always a pleasure for my firm to represent mutual clients as the financing of the clients’ purchase is always well organised and seemingly well explained to clients so that settlement is

not hindered by lack of funds  or organisation thus producing a rather seamless settlement.

I continue to be pleased to act for your clients and also recommend your practise whenever a client  seeks the services of a finance broker.

Kind regards

Martin Galea

Licensed Conveyancer

(Lic. No. 000008L)

Principle Conveyancing Services

PO Box 69

506-508 Racecourse Road,

Flemington  3031

www.principleconveyancing.com.au

Tel: (03) 9371 5888

Fax: (03) 9372 6099