Kerry Davies
Mortgage Broker
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About
Kerry Davies, a highly experienced mortgage broker based in Tocumwal, NSW, is the driving force behind Simply Intelligent Finance. With over 14 years in the finance industry, Kerry combines a passion for numbers with a genuine desire to help people achieve their financial aspirations. Kerry's mission is to simplify the often-complex world of finance, providing clients throughout Australia with clear, intelligent solutions tailored to their specific needs, whether they're first home buyers or seasoned investors. Kerry’s expertise spans a wide range of lending solutions, from helping first home buyers navigate the complexities of entering the property market to guiding experienced investors in building their portfolios. Kerry also specialises in assisting those looking to upgrade to their next home, refinance existing loans, or explore self-managed super fund lending options. Understanding that each client's situation is unique, Kerry takes a personalised approach, ensuring every individual receives the attention and support they deserve. With a background in both finance and social work, Kerry possesses a rare ability to connect with clients on a personal level, building trust and fostering long-term relationships. Kerry can assist with: • First Home Buyers • Investment Properties • Refinancing • SMSF Lending • Construction Loans • Commercial Loans • Personal Loans • Vehicle Loans • Equipment Loans Ready to take the next step towards achieving your financial goals? Contact Kerry Davies at Simply Intelligent Finance today. With Kerry's expertise and personalised approach, you can navigate the complexities of the mortgage market with confidence and secure the financing solution that's right for you.
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Frequently Asked Questions
What areas does Kerry Davies at Simply Intelligent Finance service?
Based in Tocumwal, NSW, Kerry Davies and Simply Intelligent Finance offer mortgage broking services to clients across Australia. Utilizing technology, Kerry efficiently assists clients regardless of their location.
What types of loans can Kerry Davies help me with?
Kerry Davies specialises in a wide range of loans, including first home buyer loans, investment property loans, refinancing, SMSF lending, construction loans, personal loans, vehicle and equipment loans, and commercial loans.
Does Simply Intelligent Finance offer assistance with SMSF lending?
Yes, Kerry Davies has experience in Self-Managed Super Fund (SMSF) lending. She can guide you through the process of securing a loan for property investment within your SMSF.
How does Kerry Davies personalize the mortgage broking process?
Kerry takes a client-focused approach, prioritizing clear communication and understanding each client's unique financial situation. This includes in-person visits and leveraging technology to deliver tailored solutions.
What makes Simply Intelligent Finance different from other mortgage brokers?
Kerry Davies combines extensive experience in finance with a background in social work, enabling her to build strong client relationships. She provides clear, intelligent financial solutions, simplifying complex processes for her clients Australia wide.
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