Financing

The right mortgage, as part of your bigger plan

Buying, renewing or refinancing, I’ve partnered with 8Twelve Mortgage to get you competitive rates and expert guidance alongside your financial plan, at no extra cost to you.

Book a free consultation →
01

Purchases, refinances & renewals

Whether it’s your first home, your next one, or a renewal coming up, your mortgage is likely your biggest debt. Getting it right affects everything else in your plan, from cash flow to how fast you build wealth.

  • First-time and repeat home buyers
  • Renewals and switching lenders
  • Refinancing and debt consolidation
02

Access to 90+ lenders

Through 8Twelve Mortgage, you get access to more than 90 lenders, so you’re not limited to what one bank offers.

  • Rate and term options compared for you
  • Pre-approval in days, not weeks
  • Guidance from application to closing
03

Paired with mortgage protection

A new mortgage is the right moment to make sure your family could keep the home if something happened to you. I’ll show you how personally owned coverage compares with lender mortgage insurance.

  • Coverage that stays with you if you switch lenders
  • Protection planned with your whole family in mind
  • One conversation for your mortgage and protection
Common questions

Frequently asked questions

Does it cost me anything to use your mortgage partner?

No. As noted above, there’s no extra cost to you for using my partnership with 8Twelve Mortgage.

When should I start looking at my renewal?

A few months before your renewal date is a good time, so you have time to compare options instead of simply signing the renewal your lender sends.

Why combine mortgage and financial planning?

Your mortgage affects your cash flow, debt payoff and protection needs. Looking at them together helps you make decisions that work for your whole plan.

Not sure where to start?

In one free conversation, you’ll know where you stand and what to do first. No jargon, no obligation.

Book a free consultation →

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