Trusted Business Partners

To make your experience a smooth one, I work with a number of business partners who are proven trusted advisors in their area of specialisation. I highly recommend each of partners listed below - extended members of my Mortgage Choice family.


Larry Ellis - InvestWise Financial Planning

Larry Ellis - InvestWise Financial Planning

About InvestWise

At InvestWise we are a family friendly business here to guide you along the right path towards achieving a financial independence.  We help to provide this opportunity with our financial planning journey and a range of insurance services to help ensure that you and your family are protected financially against any unforeseen or unfortunate circumstances that may occur.  Whatever stage you're at, we will work with you to make the most of what you have. 

About Larry Ellis

Larry has been working in the Financial Services Industry for over 22 years. He aims to provide his clients the necessary tools and support to achieve their goals and ultimately financial security. All clients are different depending on their goals, values and stage of life and Larry is dedicated to assisting them achieve their goals. He recognises that the best way to solve or improve a client’s financial position is by assessing their unique circumstances. 

Learn more

Anna Lobley - Belle Property

Anna Lobley - Belle Property

Helping people achieve their property goals is the driving force behind Anna Lobley’s winning approach to real estate. A licensed sales associate with two decades of experience within customer-centric industries, Anna is a consummate professional known for her impeccable work ethic and approachable nature.

Honed over her years working in 5-star hotels and top-tier recruitment agencies, Anna has a firm commitment to deliver excellent service during the entire sales process. Her empathetic, approachable and caring manner additionally provides clients with a positive sales experience – turning what can often be a stressful time into an enjoyable one. Anna holds outstanding negotiation skills and a customer service focus that has no bounds.

She is excited to work for Belle Property Samford & Cashmere, drawn to the brand's values of integrity and excellence. Their leading-edge marketing campaigns and extensive database are the perfect fit for this motivated performer. If you are seeking a personable individual to guide the sale of your home or search for the perfect property, contact Anna today.

Learn more

George Haug - Belle Property

George Haug - Belle Property

Georgie Haug is one of the Samford area’s most successful Real Estate Agents and she has achieved results that rank her in the top performance percentiles of Queensland and Australia for the Belle Property network. Her results have seen her awarded the Belle Property Australasia, #2 Sales Agent National, FY17

A long time Camp Mountain resident, with over 12 years’ experience selling real estate in the local area, Georgie has in-depth knowledge of properties for sale in the Samford surrounds and an extensive professional and community network. Over 90% of her business is referral based which is evidence of her unparalleled customer service and her community standing.

Georgie’s clients all comment on her determination, energy and enthusiasm. She has a natural love and passion for real estate sales and receives huge satisfaction in finding buyers their dream home, and exceeding her client’s expectations. Her contribution is a vital part of the team’s success at Belle Property Samford and she is proud to be a part of a brand that represents high-end levels of marketing, technology and customer service.

 

Learn more

Liz Gibbs

Liz Gibbs

About Robert Goodman Accountants

At Robert Goodman Accountants we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

About Liz Gibbs

Liz is the Director and Principal of Robert Goodman Accountants, having purchased the practice in July 2017.

Liz is a registered tax agent and her qualifications include a Masters in International Taxation, Graduate Diploma in Financial Planning and a Bachelor of Commerce.

Her expertise is in advising a range of small to medium sized clients in all facets of taxation and business development.

She is a big believer in assisting her clients to achieve better, stronger businesses and achieve their goals.

Liz aims to ensure our clients and staff are cared for to the point that they feel like family.

Office: 2/32 Main Street, Samford QLD 4520
Postal Address: PO Box 35, Samford QLD 4520
Phone: 07 3289 1700
Fax: 07 3289 2110
Email: reception@rgoodman.com.au

 

Learn more

Simon Devine - Mortgage Choice Financial Planning

Simon Devine - Mortgage Choice Financial Planning

Holding an Advanced Diploma of Financial Services and with over 32 years in the financial services industry, with over 17 of those years working as a Financial Adviser, Simon has a wealth of experience in the industry. His love of financial planning stems from being able to educate people on ways to make the most of their hard earned money, and building long term relationships with his clients to ensure their financial strategy changes with their everchanging lives. Simon has experience across all areas of financial planning and has worked extensively with clients in the risk protection area. Married with two children, he understands the importance of making sure your family is protected from the unexpected.  Simon looks forward to supporting the financial planning needs of his local community.

Learn more

Courtney Conaghan - KRG Conveyancing

Courtney Conaghan - KRG Conveyancing

Courtney, a conveyancing expert at KRG Conveyancing provides reliable, efficient and professional services to all her clients and is highly recommended.

KRG are market leading conveyancing specialists, helping thousands of Queenslanders move home every year. Each client has their own specialist team, led by a conveyancing professional, who cares for you from start to finish.  Your dedicated Queensland conveyancing team will ensure you are kept fully informed of progress at all times.   KRG team members are recognised as friendly, helpful and informative and trained to treat their matter as it it was their ow

Learn more

BlueWeath Property

BlueWeath Property

HELPING AUSTRALIANS CREATE WEALTH

Specialising in research and education, BlueWealth Property's aim is  to help clients make better property investment decisions. 

Property investing is a very powerful way to create wealth and our research is the foundation upon which we have supported thousands of Australians worldwide.

They have a proven track record in using research to identify growth markets and continue to develop resources to support their clients over the term of their investing life. Education is the key to effective decision making and BlueWealth are proud of the fact that their clients are at the cutting edge of the industry.

The Blue Wealth Team consists of a group of industry leaders who are passionate about property. The team has worked together for several years and have helped thousands of people create wealth.

Check out their website for more information

 

Rocco Di Giorgio
Business Development Manager

Rocco is one of our Business Development Managers. He came to Blue Wealth with over 6 years’ previous experience as a Business Development Manager, and over 25 years working in sales and management roles. Rocco’s positive energy and can-do attitude has been a welcome addition to our team. Rocco loves spending time with his family and driving his teenage son crazy.

Learn more

Contact us today.


Additional Comments? * :