Finance This, Property That

Episode 30 - Meet the Emerge Finance Team – Mortgage Broking Insights & Strategies

Dion Fernandes Season 1 Episode 30

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In this special panel episode of Finance This, Property That, host Dion Fernandes is joined by the entire broking team at Emerge Finance for an in-depth discussion on mortgage broking, property investment, and financial strategies. Get to know the team—Simon, Luke, and Adam—as they share their journeys into the finance industry, their personal experiences with property ownership, and their passion for helping clients achieve their financial goals. They also break down the value of working with an expert team, the importance of structuring finance strategically, and how they help clients navigate loan approvals, refinances, and first-home purchases.

If you're looking for expert mortgage insights with a personal touch, this episode is packed with valuable knowledge!

Episode Breakdown:

  • [00:00] Intro: Dion welcomes listeners and introduces the first-ever panel episode featuring the Emerge Finance team.
  • [02:00] Meet Simon (Simo): From media to mortgage broking—Simon's journey into finance, property renovation experiences, and his passion for helping clients.
  • [08:30] Meet Luke: His start in the industry, focus on first-home buyers, and the impact of financial education through social media and community initiatives.
  • [14:00] Meet Adam: The longest-serving broker in the team shares his path from engineering to mortgage broking, starting Emerge Finance, and building a strong team.
  • [19:00] The Power of Teamwork: How the collective expertise of the Emerge Finance team creates a seamless experience for clients.
  • [22:30] The Mortgage Process Simplified: The importance of a structured finance approach, best interest duty, and how brokers differ from banks.
  • [28:00] Spaving & Rate Reviews: How Emerge Finance ensures clients always get the best loan rates through regular bank negotiations.
  • [30:00] Outro & Socials: Where to find the team on social media and what’s coming up in the next episode.

Duration: 30 minutes

🎧 Listen now and get to know the experts who can help you achieve your property and finance goals!