A key aspect of building wealth is learning to understand and manage debt. At Moneyplan we understand the importance of structuring your debt to work for you and that it can be a very powerful tool when used properly. Using debt, you could buy a house you may not be able to afford outright or it can be used to buy investments with potential to grow in value, like shares or investment property. This strategy, known as gearing, may help you to build an investment portfolio faster than you otherwise could have.

We believe that working in collaboration with your financial, tax and legal adviser’s in conjunction with your lending adviser leads to the best outcomes. 

Introducing Aaron and Chelsea Rees from Mortgage Advice Bureau Bespoke – your lending specialists

Aaron and Chelsea have been specialising in finance for over 20 years. Their combined knowledge, genuine passion for helping others, commitment to superior customer service and expertise make them the preferred finance partner of Moneyplan. 

As experienced industry insiders, Aaron and Chelsea know that there’s no one-size-fits-all approach when it comes to finding the right mortgage solution. Offering an unrivalled volume of choice across the most popular loan products, their goal is to help you understand your options and make smart choices for your unique financial needs.

With their experience in servicing first time home buyers taking their first steps on the property ladder, right through to seasoned investors looking to maximise their portfolio, the team work together to make your experience as seamless as possible!

Aaron and Chelsea specialise in lending options for:

  • First home buyers (including access to available First Home Loan Deposit Scheme places and First Homeowner Grants).

  • First home buyer saving plans 

  • Guarantor loans – Using the equity in a parents’ home to increase your borrowings and/or save you thousands in mortgage insurance premiums.

  • Loan refinancing.

  • Subsequent home buyers looking to upsize.

  • First time and seasoned investors.  

  • Construction loans for homes and developments.

  • Tax effectively using the equity in your home to borrow and invest.

  • SMSF loans - Self Managed Super Funds lending.

  • Commercial lending.

  • Access to conveyancing. 

  • Asset finance.

Get in touch with Aaron and Chelsea

Aaron and Chelsea are a husband and wife team with 3 children (if you include their kitten, Neil!) As a family enterprise, they are able to meet with their clients at a time that suits them best. 

To chat about your current circumstances,  your future plans and everything else in-between please call: 

Aaron + Chelsea Rees
(PH) 0405 611 407
Website: mortgageadvicebureau.com.au/bespoke 

WHAT THEIR CLIENTS SAY

“We could not have been more pleased with Aaron and Chelsea. They were always available for communication, flexible and were on top of any issues that arose in the process. They both were extremely easy to work with and we felt as though they cared about us as people, not just customers. They made buying our first home as stress free as possible. I would strongly recommend them to anyone looking for assistance buying a property.”

- Briony B. March 2020

“I found the service Aaron provided to be really helpful, especially as I was a first home buyer. As this was my first time in the property market, Aaron's advice really guided me in my search for my first home, particularly regarding the process in applying for a home loan and associated requirements. Aaron kept in contact with me during my search for the right property and kept me up to date with any developments regarding the pre-approval and the final home loan approval. I would recommend Aaron as a knowledgeable & experienced mortgage broker, especially for first home buyers.”

- Emma L. April,2020

“Aaron was not only professional in our interactions but provided support and certainty for us in an incredibly uncertain time. He answered our calls at all hours and guided us through buying our first home. Will be recommending him and Chelsea to all of my friends and family.”

- Chris & Georgia. July,2020

“We were introduced to Aaron years ago when looking for a new home only for a few years delay. When we re-entered the market, Aaron kicked off like we had just spoken. Process was simple and easy and constant updates were provided to put our stressing minds at ease. Would highly recommend.”

- Craig & Kate. August 2020

“From the first day Aaron and Chelsea understood what we needed and were very honest about the different possibilities that we had, even with difficulties and unexpected setbacks they kept their positivity and transmitted that to me and my family, thanks Aaron and Chelsea for supporting us on buying the house of our dreams even while this very challenging COVID times.”

- Juan & Lina. September 2020

“It was a great relief to have Aaron and Chelsea working for us, cutting through the red tape, and telling us the simple facts in a straightforward way. Their experience and professionalism were immediately apparent which gave us confidence that we would end up with the best result. And those results were great! Everything that we needed, and more was achieved. We've made great savings and good use of our money thanks to the work that Aaron & Chelsea have done. Won't hesitate to use them again when the time comes.”

- Tim V. October 2020

 

Get in touch

If you would like one of our team to contact you please don't hesitate to contact us.

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