Meet the Team
Director and Senior Mortgage Broker
Simon has over 20 years experience in customer service and commercial roles, largely in the travel industry. In 2013, Simon set-up his own business as a mortgage broker so he could help customers finance their dream home or refinance their existing loans. Our team has grown to meet the demand; a key to our business is treating customers as customers for life and being there to help their family and friends as well.
Simon is passionate to find one of the most appropriate lenders for each customer especially when a customer has been told they cannot get a loan.
Claire has over 20 years of experience in many areas of Mortgage Broking both in the UK & Australia. She enjoys working with numbers & is passionate about finding solutions for customers that work for the clients’ individual needs & plans.
This involves looking at the loan structure first, then looking at the policies of different lenders and then finally, negotiating the interest rate.
Mortgage Broker Assistant
Jess has over 3 years of experience in quality assurance and customer service and has been in the mortgage broking industry for the past 2 years. Jess is constantly talking to the banks to ensure loan settlements are on track.
Jess thrives on updating our clients regularly and believes that the key to successful customer service is to make sure the overall experience in working with us is positive and hassle-free.
I’m Simon O’Kelly. I’m a mortgage broker, and I specialise in the residential property market. I’ve always loved helping people.
Whenever I see that there’s something that they can’t reach, or they believe they can’t reach, then I make sure I ask a lot of questions, and work out what they actually want, and find a way for them to achieve it. Whether it’s now or whether it’s in six or 12 months, I find a way for them to get towards their goal.
Our friends recommended Simon to help us with our home loan – we’re first time buyers and he really helped us to understand the whole process and was happy to help out with the endless questions we seemed to have. From beginning to end both Simon and Claire made sure our application went through relatively painlessly. We are now homeowners and will be recommending Simon to everyone!