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SIMPLY INTELLIGENT FINANCE

Kerry Davies

Mortgage and Finance Broker

4.94 (16 Reviews)

About Kerry

Kerry Davies, a seasoned mortgage broker from Tocumwal, NSW, brings 14+ years of experience to finance. As the founder of Simply Intelligent Finance, Kerry simplifies financial complexities, offering intelligent solutions to clients.

Kerry's journey blends rural upbringing in the Southern Riverina of NSW with academic pursuits. Excelling in mathematics and economics, Kerry pursued a social work degree at Melbourne University, combining a passion for numbers with a commitment to helping individuals.

Under Kerry's leadership, Simply Intelligent Finance specialises in various financial services, including first home buyer assistance, upgrading to your next home, property investment guidance, loan refinancing, self-managed super fund lending, personal loans, vehicle and equipment loans for businesses, commercial and business loans, construction and property development financing, and private lending solutions.

Kerry walks clients through processes, ensuring comprehension. From securing a dream home to navigating investments, Kerry's expertise meets diverse needs. In the post-COVID landscape, Kerry uses technology to serve clients efficiently. While based in a small town, Kerry's personalised approach includes in-person visits, even during holidays.

Kerry Davies invites individuals across Australia to leverage expertise in navigating financial complexities. Passionate about finding solutions, Kerry stands ready to assist clients in achieving financial goals.

Other Info

Specialties

First Home Buyer

Investing In Property

Buying Your Next Home

Self-managed Super Fund Lending

Languages Spoken

English

Reviews for Kerry

Average Rating

4.94

Total Reviews

16

Collins Oppong

Kerry Davies has been helpful through out our building journey, most importantly when we got stuck during the high interest rate era. She made every effort of getting us the best offer in the market. I recommend her for anyone who wants the best interest rate in the market either to start a project or refinancing an existing debt.

July 2024

Meg

Absolutely fantastic experience working with Kerry! As first-time homebuyers, we were nervous navigating buying, but Kerry really walked us through the process. Kerry's expertise and patience ensured we always felt educated and ended up …

May 2024

Jye McGuire

We recently had the pleasure of working with Kerry as we embarked on the daunting journey of purchasing our first home. From the beginning, Kerry demonstrated an incredible level of expertise, patience, and dedication. No question was too …

May 2024

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Kerry Davies

Mortgage and Finance Broker
Simply intelligent Finance

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