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February 2016

I’m looking for finance… Should I use a broker?

I am often asked: “Why should I use the services of a mortgage or finance broker, when I already have a private banker?” I often begin my response with the following question: “Who does your banker work for?” The response being: “The bank, of course.” Therein lies the issue. The role of a private banker is to look after your relationship with the bank, on an ongoing basis. My role is to review your entire banking and financing position, factoring in your plans for the future and strategies that your accountant and financial planner already have in place. With this …

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