Mamdouh Tawadros
Mortgage Broker
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About
Mamdouh Tawadros is the driving force behind PLAN2day Financial Strategies, located in Baulkham Hills, NSW. With over twenty-two years of experience in mortgage, finance, and credit advising, coupled with sixteen years in financial planning and risk management, Mamdouh brings a wealth of knowledge to his clients. His strong commitment to service and value is rooted in a deep belief in helping others effectively manage their financial affairs, empowering them to pursue their life's goals and dreams. Mamdouh's dedication and experience make him a trusted partner for anyone seeking financial guidance. Mamdouh’s extensive background spans various industries, including 20 years in hospitality management and sales & marketing roles such as Front Office Manager, Sales & Marketing Manager, and Finance Manager. This diverse experience provides him with a unique perspective and understanding of different client needs. As a qualified Financial Planner and an Authorised Representative of GPS Wealth Dealer Group AFSL 254544, which has received numerous industry accolades, Mamdouh offers holistic advice encompassing insurance, investment, superannuation (including Self-Managed Super Funds), margin lending, and direct equities. He is well-equipped to guide property investors and those seeking loan refinancing, including bridging loans. PLAN2day Financial Strategies offers a range of services, including: • Investment Properties • Loan Refinancing • SMSF Lending • Bridging Loans • Financial Planning • Risk Management If you're looking for a highly experienced and dedicated mortgage broker in Baulkham Hills who can provide holistic financial advice and help you achieve your financial goals, contact Mamdouh Tawadros at PLAN2day Financial Strategies today. Let Mamdouh's expertise and commitment guide you towards a secure and prosperous future.
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Frequently Asked Questions
What areas of financial advice does Mamdouh Tawadros at PLAN2day Financial Strategies specialize in?
Mamdouh Tawadros specializes in mortgage and finance advising, financial planning, and risk management. He offers holistic advice covering areas such as insurance, investments, superannuation (including SMSFs), margin lending, and direct equities to help clients manage their financial affairs effectively.
Does PLAN2day Financial Strategies assist with Self-Managed Super Funds (SMSFs)?
Yes, Mamdouh Tawadros at PLAN2day Financial Strategies provides advice and assistance with Self-Managed Super Funds (SMSFs). He can help you navigate the complexities of SMSF lending and ensure you make informed decisions for your retirement savings.
Can Mamdouh Tawadros help with refinancing an existing loan?
Yes, Mamdouh Tawadros at PLAN2day Financial Strategies can assist with loan refinancing. He can assess your current loan situation, explore better options, and guide you through the refinancing process to potentially save you money and improve your financial situation.
What types of clients does PLAN2day Financial Strategies work with?
PLAN2day Financial Strategies works with a diverse range of clients, including individual investors, property investors, and those with Self-Managed Super Funds (SMSFs). Mamdouh's extensive experience allows him to tailor his advice to meet the unique needs of each client.
How can PLAN2day Financial Strategies help property investors?
Mamdouh Tawadros at PLAN2day Financial Strategies offers specialized services for property investors, including advice on investment property loans and strategies. His experience in finance and property allows him to guide investors in making informed decisions and building a successful property portfolio.
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