Director, Mortgage & Finance Consultant
BEcSyd (Hons), Dip.FS (FP), Dip.FMBM
Director and Mortgage & Finance Broker, Katrina Anderson, has over 24 years experience in the financial services industry. She has worked as a Financial Planner and has been a specialist in Mortgage and Finance Broking for over 14 years. She has a Bachelor of Economics from Sydney University (Hons), Diploma of Financial Services (Financial Planning) and Diploma of Financial Services (Finance/Mortgage Broking).
Katrina is a Mortgage Finance Association of Australia Approved Credit Adviser and Reverse Mortgage Consultant as well as an authorised Credit Representative of Astute Financial Management.
Our wonderful team of administration and loan processing staff that you will also speak with at different stages of the loan approval process will ensure everything runs smoothly to settlement and that you are kept up to date every step of the way!
Network of Specialists
Our network of financial planners are passionate Financial Advisors who go to great lengths to ensure clients’ portfolios are maximising their potential. Proven track records and a dedicated personal approach stems from over 20 years’ experience in the industry. Financial advice covers a full suite of services, from basic superannuation, investment and cashflow planning up to complex retirement strategies and SMSF management.
Buyers Advocate / Investment Property Specialist
Finding the right property for the right price and in the right timeframe can be difficult, that’s why Sage Loan Services has formed a relationship with Worth Property Investing, an independently owned firm dedicated to supporting clients to invest in established property Australia wide. They have no affiliations with Property Developers or Property Marketing Agents, so you can be assured their recommendations are balanced and tailored to suit your individual needs. Worth Property Investing manage the entire process taking the stress and emotion out of the property purchase. They offer a complimentary, obligation-free consultation. This gives them an opportunity to better understand your goals and to provide a detailed explanation of their service offering.
We have a network of Wholesale Car Buyers that can source the car of your choice with fleet discounts which results in substantially more savings to you. You never have to walk into a dealership and have the piece of mind you have found an extremely competitively priced vehicle that even gets driven to your door!
We have partnered with Ausure to further enhance our existing offering through Allianz to meet the General Insurance needs of our clients. We can now assist you in covering Home and Contents Insurance (for home owners, renters and landlords), Motor Vehicle Insurance, all types of Business Insurance, Public and Products Liability, Strata and Farm Insurance as well as Corporate Travel Insurance.
What Our Clients Say
Thank you once more for all your help. I have been given a good recommendation. All the best.
Just some of our partners