How this works in 3 simple steps:
You have a friend or family member who could use my assistance with a loan
You get their permission and, enter the details here so I can contact them and assist with their lending needs
Once this home loan is settled, I will send you a gift card to the value of $250!
You can refer as many times as you would like; you will receive a $250 gift card for each successful referral when the loan has settled! Refer to Terms & Conditions below for details.
A free loan health check can help you work out if your loan is still right for you. Essentially - you’re taking your loan to the doctors for a quick check-up! Reasons you might need a home loan health check include:
✅ Refinancing
✅ Debts
✅ Alterations
✅ Loan Features
✅ Renovations more!
You’re more than likely find there's much better deals out there, so let's make it easy. Loan health checks are FREE to all my clients and it only takes 60 seconds.
Check your Loan HealthJK
Jodie Keating
We cannot thank Renee from Step Ahead Finance enough for her incredible support and guidance throughout our recent home-buying journey. After being out of the housing market for nearly 8 years and more than 20 years since our last purchase, we honestly thought we were destined for another “no.” But from the very first conversation, Renee had the confidence we lacked — and it made all the difference. She clearly explained each step of the process, no question was ever too small, and she provided reassurance exactly when we needed it. Despite all our conversations being over Zoom or the phone, Renee made us feel as though she was right there beside us every step of the way. Her service went well beyond finance. She offered advice on conveyancing, insurance, utility connections, and everything in between. Renee made what felt like an overwhelming process smooth and achievable. We now feel confident and excited to be back in the property market, and our journey doesn’t stop here. We plan to work with Renee again to help our two sons become homeowners in the near future and to guide us through future investment opportunities. We’ve said it more than once — Renee isn’t just our broker; she’s become our new best friend. Highly recommend Renee and the team at Step Ahead Finance. You won’t find better.
SH
Sarah Hughes
Renee at Step Ahead Finance went above and beyond to help us find the best and most suitable deal to refinance. Her and her team were approachable, transparent and efficient. Would highly recommend a consultation, her integrity and friendly manner make it an easy process. Thanks Renne for all your efforts :)
AP
Adam Phillips
As first home buyers, the whole process felt incredibly daunting — until we found Renee. From the very beginning, she made everything feel so easy and straightforward. Her communication was clear, her advice was genuine, and she guided us through every step with so much patience and care. No question ever felt too small, and she always made sure we felt confident and informed in every decision we made. Thanks to Renee, what we expected to be a stressful experience turned into an exciting and seamless journey. We couldn’t be more grateful for her support and expertise — we truly couldn’t have done it without her! Highly recommend to anyone needing a mortgage broker who genuinely has your best interests at heart.
To be eligible for the $250 gift card, the following criteria must be met:
A successful referral is achieved once the home loan has officially settled with the lender.
Minimum loan size - $350,000- Loan must be settled within 12 months from the date referral was received by me.
This referral program begins on 1st June 2024.
$250 you receive will be in the form of a gift card only and will be sent digitally via your choice of sms or e-mail within 3 business days after home loan has settled.
We take look at a wide range of products available from Banks, Credit Unions & other lenders across the country. This means we can search thousands of products and make sure we're always recommending the best home loans for our clients.
Mortgage Brokers are there to help you find the right loan whether it be from the major banks, smaller lenders or other sources. We have a broad range of products (more than any single lender can offer) which means we can do all the legwork to find the right loan for you.
We know that Self Employed Borrowers have very specific needs so can help with making sure we find the right home loan for them. We can also assist with Low Doc and Alt Doc loans as well as Self employed loans.
We can help with Home and Investment Loans, Construction Loans, Car Loans, Personal Loans and much more. If you're looking to borrow to buy something, we can probably help.
We love helping First Home Buyers! We're experts at the entire process and can help you get the right home loan. We're also across the various schemes to help first homeowners such as the First Home Owners Grant and the various stamp duty exemptions available.
All of our Mortgage Brokers are accredited and members of the Mortgage and Finance Association of Australia. They are extremely professional and provide exceptional service across a range of lending options.
Of course! We believe that we can find the best interest rate for you to refinance to, whether it's a home loan or investment loan.