ADVISER SUCCESS STORY: GEETA GUPTE
As an older couple, Geeta’s clients were struggling to get approval from the banks for a loan term longer than 15 years.
Bluestone BDM Maree Maxwell worked with Geeta and her clients and were able to achieve a longer term loan at a competitive rate. Read all about Geeta’s experience with Bluestone below.
What was the customer’s situation?
The customers were an older couple with a good serviceability and equity. Given their age, the main banks were not able to service the loan for more than 15 years. Bluestone were able to provide them with a 24 year term, improving their buying capacity meaning they were able to purchase their dream home whilst keeping their other properties.
What made this deal unique or challenging?
The customers age and income became an obstacle in terms of serviceability.
Tell us about your experience working with Bluestone
The Bluestone team is always eager to help. They are upfront and clear when it comes to their policies, processes and timeframes.
More often than not I’ve received positive results for my customers. They go out of their way to get the best deal.
Anything else you’d like us to know about the deal or your experience with Bluestone?
Great team and fantastic BDM. Approachable, helpful and I always experience great communication.