Investment Services in Clayton, VIC

Find accurate info on the best businesses belonging to the Investment Services category in Clayton. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
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Results from the 'Investment Services' category in Clayton

Closed now

2 Winterton Rd, Clayton, 3168

(03) 9769 0574
My name is Steve Keramidas, I am an Independent Mortgage Broker primarily servicing the Bayside and South Eastern suburbs of Melbourne. However, I am able to travel all around Melbourne, on a case by case basis dependent on individual customer's needs. I have the advantage of not being tied to any one lender, which enables me to search the whole market and ensure you get the very best mortgage deal for you. I provide honest and helpful advice based on my many years experience and extensive background in banking & finance. It is my top priority to provide my customers with the very best quality Help, Guidance and Advice. I follow the Best Interests Duty – banks do not. I give my clients the best possible recommendation from all the lenders on my panel. However, a bank will recommend only its own products, even if there are better alternatives. I act in your best interest when recommending a home loan, and have a legal obligation to do so. Banks sell you products.
Customers praise Mortgage Compare Plus and Steve for simplifying the mortgage process, providing excellent financial advice, answering questions promptly, maintaining clear communication, and going the extra mile to ensure a smooth and stress-free experience. Their dedication, expertise, and professionalism have led to high recommendations from satisfied clients.
Closed now

54/195 Wellington Rd, Clayton, 3168

(03) 8802 9234
When it comes to managing your finances, knowing when, where and what to do can be quite daunting and complex. At Planet Insurance and Financial Planning our Financial Planners are here to help you through your financial journey. Our aim is to help you protect and get the most out of all your assets, so you can be on your way to the lifestyle that you desire - today and in the future. Our financial planners can help you make informed decisions on how to make the most of your money, where you can invest/protect it to your advantage and utilise the appropriate financial products to meet your needs, call us today on 1300 004 254.