Loans for Accountants

We're Mortgage Brokers helping accountants get a new loan or refinance their existing loan

5.0

from 204 Reviews

Are you an accountant looking for a loan? We can help.

At Wagstaff Finance, we understand that accountants have unique financial needs when it comes to buying a home or expanding a property portfolio. We serve clients across Australia and our experienced mortgage brokers are here to offer tailored loan options from banks and lenders nationwide. Whether you're looking for the best interest rate or seeking advice on lenders mortgage insurance (LMI) and stamp duty, our team is dedicated to helping you navigate the complex property market with ease.

As an accountant, your financial situation and credit history play crucial roles in determining your borrowing capacity. Our mortgage brokers are skilled in evaluating your loan to value ratio (LVR) and providing access to a range of loan options that suit your individual needs. We work with you to ensure you get interest rate discounts where possible, enhancing your financial flexibility. Our team believes in a streamlined application process, much like your approach to managing finances. By applying for a loan with us, you are choosing a partner committed to simplifying your journey from application to approval.

Understanding that accountants often have complex financial arrangements, we take a comprehensive approach to assess your loan application. The application process involves a thorough evaluation of your bank statements, credit history, and current assets, ensuring we present a complete and accurate loan profile to lenders. Our expertise allows us to match your requirements with the most suitable loan options, whether it’s your first property or an addition to your property portfolio. We accommodate both variable interest rate and fixed interest rate preferences to align with your financial strategy and risk tolerance.

A key benefit of working with Wagstaff Finance is our deep understanding of the variables involved in calculating loan repayments. We offer guidance on selecting the right loan interest rate structure tailored to your long-term goals, considering both market trends and your personal circumstance. Our mortgage brokers equip you with the tools to make informed decisions, whether you prefer stability with a fixed interest rate or the potential savings of a variable interest rate in a fluctuating property market. By carefully reviewing your loan amount and anticipated repayments, we help you plan effectively, ensuring your financial goals are met without compromising on your lifestyle.

At Wagstaff Finance, we are committed to providing accountants with a bespoke loan service that respects their expertise and financial acumen. Our knowledge of the property market, coupled with our access to numerous lenders, places us in an ideal position to support your home-buying journey. If you're ready to take the next step in applying for a loan, contact us today. Let our mortgage brokers demystify the loan application process and help you unlock your potential in the real estate market, whether for your first home or a strategic investment.

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Our Loan Process

1. Initial Meeting

We’ll talk about your goals and what you want to do. We will explore how it all works - how much funding is required, how borrowing capacity works, and some of the loan features that may be important to you.

2. Document Verification

You will receive a link to our online portal so you can easily provide us your information. We will also request the documents we need to verify your income, assets and other financial information.

3. Research & Advice Meeting

We’ll review credit policies, negotiate rates with lenders and come back to you with the analysis. During our Advice Meeting, we will talk through the options, our recommendation and the next steps.

4. Game Plan Presentation

You’ll be presented with a personalised Game Plan with tailored solutions and recommendations to meet your goals and objectives.

5. Lodge your Application and Prepare for Signing

We’ll prepare the application with the chosen lender to package, sign and lodge your documents – and do the legwork to get the loan approved.

6. Approval Moment

Congratulations! This is what we live for. We’ll let you know that everything has gone smoothly with your loan so you can pop the champagne. We will organise the signing of documents and next steps.

7. Settlement Day

This is the moment when everything goes through and your funds are released, or you are the proud owner of a new home. We’ll be there for you during and after the settlement process to ensure everything is set up the way it should be.

8. Together for the Long Haul

We stay in touch regularly and are there to answer any questions you may have, and review your loan to ensure it still meets your requirements and is competitive.

About Wagstaff Finance

Wagstaff Finance is your trusted local mortgage broking team, proudly serving accoutnants in Toowoomba, Brisbane, and the surrounding areas, including Eight Mile Plains, Rochedale South, and Holland Park. Led by Craig Wagstaff, our experienced team is dedicated to providing personalised and innovative finance solutions, helping accountants achieve their financial goals and live the life they desire.

At Wagstaff Finance, our approach is centred on building long-term, trusted relationships with our clients. We are passionate about helping people secure the right finance solutions and believe in giving back to the community. Book an appointment with the team today to help with your lending needs.

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Our Recent Reviews

Seamless process, Craig and all the team at Wagstaff finance were very accommodating and made our first home purchase a breeze.

Eli Baak

Craig and the Wagstaff team are fabulous! They have always been our go to for any lending matters. Nothing is ever a hassle, they always get everything over the line with the best service along the way.

Rachel Huth

Simply the best Broker. First appointment he gather all the required information that’s needed. Called him or email him any day of the week and he would answer or call back. Very professional and easy to talk with. Would highly recommend to anyone. Thanks Craig and team

Atunaisa

Couldn’t be happier with our experience. Craig was very knowledgeable, friendly and kept us updated through the whole process. I have, and will continue to recommend Craig and his team to family and friends.

Jackie Perren

Frequently Asked Questions

Can you only help with Home Loans?

We can help with Home and Investment Loans, Construction Loans, Car Loans, Personal Loans and much more. If you're looking to borrow to buy something, we can probably help.

Are your mortgage brokers licensed and accredited?

All of our Mortgage Brokers are accredited and members of the Mortgage and Finance Association of Australia. They are extremely professional and provide exceptional service across a range of lending options.

What kind of interest rates can you offer?

We take look at a wide range of products available from Banks, Credit Unions & other lenders across the country. This means we can search thousands of products and make sure we're always recommending the best Home Loans for our clients.

Can you help First Home Buyers?

We love helping First Home Buyers! We're experts at the entire process and can help you get the right Home Loan. We're also across the various schemes to help First Home Buyers such as the First Home Owners Grant and the various stamp duty exemptions available.

Why should I use a Mortgage Broker?

Mortgage Brokers are there to help you find the right loan whether it be from the major banks, smaller lenders or other sources. We have a broad range of products (more than any single lender can offer) which means we can do all the legwork to find the right loan for you.

Can you help with refinancing an existing Mortgage?

Of course! We believe that we can find the best interest rate for you to refinance to, whether it's a Home Loan or Investment Loan.

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Name

Phone Number

Email Address

Contact

3 Clunies Ross Court, Eight Mile Plains QLD 4113 & Suite 4/445 Ruthven St, Toowoomba City QLD 4350

07 2113 2288

Wagstaff Finance Pty Ltd ABN: 63 114 862 903. Credit Representative #399312 is authorised under Australian Credit License #517192

Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.