Private banking v broking: What’s the difference?

10 APR 2023 By Robyn Tongol 7 min read Investor Strategy

On this episode of the Smart Property Investment Show, Eva Loisance and Sara Shome of Finni Mortgages sit down with host Phil Tarrant to discuss Australia’s current financial climate following the RBA’s decision to hold the cash rate at its April meeting.

eva loisance and sara shome finni spi ek72us

The trio discusses the key differences between private banking, Sara’s former career, and mortgage broking, her current one. They touch on whether it’s better for investors to consolidate their eggs in one basket, or spread them amongst many before touching on the factors conducive to private banking success.

In this episode, you will also hear:

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  • When to consider refinancing
  • The importance of strong broker-client relationships
  • Are fixed rates a silver bullet for borrowers?

  

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