Julie Wang is a Mortgage Broker based in Frenchs Forest, NSW
Julie has a proven track record helping with Loan Refinancing, Property Investors, Owner Occupied Loans and Investment Properties.
"As a finance strategist, mortgage broker, and Certified Practising Accountant, I don't just focus on numbers and mortgages. My goal is to be the trusted advisor to help clients build wealth through smart property moves. It might be for purchasing their first home, upgrading to a larger home or building a property portfolio.
With access to 60 lenders, many hundreds of mortgage products, I work closely with clients to work out the best finance and property options take into account their short, mid and long term goals.
Most of the time it involves working with clients tax accountant and financial planner to work out the best strategy to move forward.
I am specialised in all loan structure and investment vehicles. They can be trust, unit trust, SMSF investment for residential, commercial and industrial property.
We have network of tax expert, property expert and solicitors to look after all aspects of property wealth building"
5.0
60 Reviews
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Daniel Ives
Julie consistently goes above and beyond to ensure your comfort throughout the process. By taking the time to get to know you, Julie made a significant difference. I highly recommend Julie.
Sam Monteath
Highly recommend Julie for mortgage broking services. Very professional and knowledgeable, she will work hard to find the right solution for your needs.
Nick Forsyth
"We had an amazing experience working with Julie as our mortgage broker. They provided a complete one-stop solution for setting up our SMSF, partnering …
WendellWasHere
Extremely grateful for Julie and all the help she provided me with my lending process!
Alexandre Vong
Julie was instrumental in guiding us through the complex process of setting up our SMSF for an investment property purchase. The knowledge required for SMSF lending is highly specialised, and not just anyone can provide the expertise needed …
Dan Mather
Julie helped us every step of the way in securing finance with a great rate from a reputable lender. The settlement process was seamless and the communication was excellent. Thanks Julie!
Areas Serviced
Specialties
Loan Refinancing
Property Investors
Owner Occupied Loans
Investment Properties
Memberships
Mortgage & Finance Association of Australia (MFAA)
CPA
Qualifications
Diploma in Mortgage and Finance Broking
Bach. of Commerce: Accounting and Finance
CPA program
Certificate of Currency: Real Estate
Languages
English
Mandarin
Experience
Lender Count: 60+
Broker Since: 2004
Captial Cities
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