- May 25, 2023
When taking the plunge into the world of home loans and property investment, the challenge often lies in knowing which expert to approach for help. Finance brokers and financial planners, although similar in their professional outlook, cater to different financial endeavours. Brokers that deal in home loans must be qualified and licensed loan advisers with in-depth knowledge of home loans and options suitable for a range of different financial situations. They negotiate with lenders to arrange loans and help manage the process through to settlement. Options relating to loans and refinancing can only be recommended by qualified brokers. In contrast, financial planners assist with anticipating and managing long-standing financial outlook. They help sort through and select options for investment and insurance, with attention paid