Julie Wang
Mortgage Broker
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About
Julie Wang is a highly experienced mortgage broker based in Frenchs Forest, NSW, affiliated with Loan Market. With a background as a finance strategist and Certified Practising Accountant (CPA), Julie offers a unique, holistic approach to mortgage broking, focusing on building client wealth through strategic property decisions. Julie leverages her expertise to provide tailored financial solutions that align with each client's unique circumstances and goals. Julie specializes in assisting property investors and owner-occupiers with loan refinancing, new purchases, and building property portfolios. Her deep understanding of loan structures and investment vehicles, including trusts, unit trusts, and SMSF investments, enables her to cater to a diverse range of clients. Julie collaborates with tax accountants and financial planners to develop comprehensive strategies for achieving long-term financial success through property. Julie can assist with: • Loan Refinancing • Property Investors • Owner Occupiers • Investment Properties • Loan Structuring • SMSF Lending Contact Julie Wang today to discuss your property and finance goals and benefit from her expertise in building wealth through smart property investment strategies.
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Service Areas
Licence & Registration Details
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Professional Accreditations
Frequently Asked Questions
What areas does Julie Wang at Loan Market in Frenchs Forest service?
Julie Wang is based in Frenchs Forest, NSW, and serves clients in the surrounding areas. However, as a mortgage broker, she can assist clients throughout New South Wales and potentially Australia, depending on the lender and specific circumstances.
What types of clients does Julie Wang at Loan Market typically work with?
Julie Wang specializes in assisting property investors, owner-occupiers, and individuals looking to refinance their loans. She has experience working with a diverse range of clients, from first home buyers to seasoned investors with complex financial needs, including SMSF lending.
Can Julie Wang help with investment properties held in a trust?
Yes, Julie Wang is experienced in structuring loans for investment properties held in various investment vehicles, including trusts and unit trusts. She can provide guidance on the best loan structures to suit your specific trust arrangement and investment goals.
What makes Julie Wang different from other mortgage brokers?
Julie Wang's background as a Certified Practising Accountant (CPA) and finance strategist sets her apart. She takes a holistic approach to mortgage broking, focusing on building wealth through smart property decisions and collaborating with tax and financial professionals to develop comprehensive financial strategies for her clients.
What is the process of working with Julie Wang to get a home loan?
The process typically starts with an initial consultation to understand your financial situation and goals. Julie will then research suitable loan options from a wide range of lenders, present you with the best options, and guide you through the application process, from start to finish.
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