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David Merrick
As a mortgage broker I strategically focus on property investing,
to then develop ideal options according to your portfolio needs.
01 HEALTH - Mindset / Stress & Emotions / Decision Making
02 TEAM - Teamwork / Mutual Benefits / Leverage
03 ACTIONS - Budgeting & Spending / Goals / Right Loan
Who I am
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Life Experience:
- Lifetime of community support in the fire service
- Married with three amazing children
- Built a 30 Property Investment Portfolio from nothing
- Understands the property buying process nationwide
- In-depth knowledge of different property strategies and how to apply them
Beliefs: To help others by sharing his knowledge
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Drivers: To help others reach their investment goals
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Mission: To ease the IMPACT money can have during
the process of growing portfolios by helping
people understand ‘WHY’ & ‘HOW’ to assist
in developing better investing options.
JOURNEY: To buy your ideal Home
To successfully build a viable property investment portfolio you need to
Stay HEALTHY, have the right TEAM of people & schedule your ACTIONS to Achieve.
Be Fully AWARE:
Buying another investment property or re-financing is a
serious action. How does that IMPACT the rest of your
portfolio? Be fully aware of everything required from start
to finish and the possible side affects. Most investors make
the decision based on whether they can afford it or not -
the money flow. There is far more to it than that.
Your cashflow & portfolio EQUITY are the keys to investing.
Be PREPARED, to PREVENT:
When adding to your portfolio or re-financing to grow
there is a lot to know before and during the process -
judgement calls are based on knowledge. Not just your
own. Those who have done it before will agree and are
now more prepared.
Learn from experienced people.
PARTNER with the RIGHT People:
Processing a mortgage is reasonably academic however
what is more important is making sure all the information
submitted is correct and complete so we can provide the
best chance of approval.
A good broker cares about you & your investments.
Phone: 0431 564 425
LIVE-IN property:
Buying a HOME / Emotional & Stressful / Heart Decision
INVEST-IN property:
Buying a HOUSE / ROI & Affordability / Head Decision