The Mortgage Broker's Secret: How to Get the Best Loan for Your Needs | Ep #40

If you want to take control of your finances, generate wealth, and secure your future, visit: https://rykercapital.com.au/our-service/

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In this episode, we have Peita Davies, a seasoned mortgage broker, finance specialist, and owner of MoneyQuest Mortgage Brokers, Blue Mountains and Penrith.

Peita talks about the biggest mistakes people make when securing a mortgage, the dangers of following bad advice from family and friends, and why choosing the cheapest interest rate may not always be the best decision.

She also discusses the priceless value of financial literacy in achieving your goals, how discipline and planning can help first-time buyers enter the market despite challenges, and the often-overlooked necessity of protecting your most valuable asset - your income.

If you want to learn how to approach your mortgage like a pro, avoid costly mistakes, and set yourself up for financial success, then make sure to listen to this episode!

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SHOW NOTES LINKS

  / peitadavies  
https://www.moneyquest.com.au/broker/...
https://www.moneyquest.com.au/franchi...
https://www.moneyquest.com.au/franchi...

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LISTEN TO THE PODCAST

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Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF

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CONTACT US

[email protected]

Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537

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TIME STAMPS:

00:00 Intro
01:08 Peita Davis' Background
02:07 Element of Care, Mentorship and Guidance in Finance
03:28 Common Mistakes People Make
05:30 How to Avoid Common Mistakes
08:23 First Home Buyers; How to prepare for A Big Purchase
12:07 Prioritising Goals
13:43 Importance of Financial Literacy
14:57 Surround Yourself with a Team of Professionals
16:47 Challenging Money Biases
19:26 Sponsor Video
20:49 Finding the Right Tool to get you to Point A to Point B
23:00 The age of the “tap and go”
24:42 Spending Habits
28:22 Biggest Tool People can Use to Increase their Financial Literacy
29:46 Emotional Side of Talking About Finances with Clients
31:29 Using Moneysmart
32:46 Mistakes People Have Made from not Doing their Due Diligence
33:59 Case Study
39:07 Conclusion

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DISCLAIMER

The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.