The Finance Architect
I started The Finance Architect in 2012 because I wanted to make a difference to people’s lives. I wanted a job that meant something, not just to me, but to you, the people making the biggest financial commitment in their lives. Having grown up with not much exposure to banking, so much of it confused me and I immediately wanted to understand it. Now – I want my clients to understand it. I was awarded the “Best New to Industry Award” in 2015 which was vindication that mortgage broking was a natural fit for me and reflected the passion I have for what I do.
To do finance properly, the biggest tip I can provide is that you need to make your decisions with an eye to the future. Anyone can write a home loan, but what’s important is to gain an understanding of the future and tailor your finance plans toward them – and that’s where I step in. I want to know what’s important to you, I want to know about your visions and goals and I want to work with you to achieve them.
I’m looking forward to chatting finance with you and am committed to making your experience as stress-free and exciting as possible – so exciting I’m confident you’ll want to tell all your friends and family about your experience so that I can give them the same thrill!
Right, let’s get to business!
Dale Wilkinson is a credit representative (CR No. 450039) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence No. 391237).