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Financial Planning

Financial Planning - Fox Mortgages In Perth

Your Financial Journey

At Fox Mortgage Services we understand that having access to experts that can assist in your financial journey can help you achieve your goals and provide you with insurance solutions to protect you along the way.

Wealth Lens

Located in our office at Kinross is Carol Lobo from Wealth Lens. Carol can assist with a range of advice solutions:

Financial Planning
Superannuation
Retirement Planning
Insurance Advice
Budgeting
Investments

The Healthy Wallet Project

Do you really struggle to budget and often wonder where all your hard earned cash ends up. You are not alone, The Healthy Wallet Project’s Terri Watson understands your pain.

Terri is passionate about assisting you to become financially fearless and can assist you with mentoring and tools to enable you achieve your financial goals.

Make the difference now!

Get in touch now to discuss your financial plans.

Fox Mortgages Broker Finance

Testimonials

What Our Clients Say

Matt R

I can’t recommend Rebecca from Fox Mortgage Services highly enough! From the moment that I contacted Bec to help me purchase my first house, she always gave me a mountain of information and went through all the options. Always an absolute pleasure to deal with – even when I rang her while she was on holiday! She follows everything to the very end and always makes time to help with any queries. I’ve already recommended her to everyone that I speak to about my place and my folks are going to re-mortgage through Bec in the near future. Thank you!

Elise & Stephen, Stratton, WA

Paul has been an outstanding mortgage provider with on point advise and fantastic communication skills. He explained everything in advance with more than enough examples so i could make educated decisions with ease. I was given the sound advice I required to make the decision that best suited my needs and was supported by Paul along the way. Paul took charge and worked diligently with the bank of my choosing to secure a great deal and handled the day-to-day correspondence whilst keeping me updated. I was very lucky to work with Paul and look forward to more business in the future together.

Jayne C

We’d like to thank Fox Mortgages for all their help in securing our first home!! Paul and Bev are amazing! They were effortless in answering all our questions and explaining everything simply so the process wasn’t overwhelming or stressful!! Will be recommending them to everyone we know!! Thank you again Paul and Bev we are so grateful for all that you have done!! Fox Mortgages are the Best!!

Ziggy S

Bec you were absolutely amazing. Thank you so much for all your help and guidance. You listened to all my needs and found me a mortgage that suited me perfectly. I would recommend you in a heartbeat .10/10 thank you so much for making it all so easy xxxx

Zen M, Leederville, WA

We would highly recommend Fox mortgage services to anyone looking to navigate the finance market. Beverley looked after us and was so professional and helpful. Nothing was too much trouble and she went above and beyond to ensure that our affairs were handled efficiently. If you want a broker you can trust to look after your interests and find the best deal for you, these guys won’t disappoint. Thank you so much.

Cathy, Secret Harbour

I was very impressed with the results Paul and everyone involved helped me achieve! In the end that’s what counts. Paul always manages to get a better deal than anyone else can! There has been a lot happening in the loan market and he seems to be able to navigate smoothly and quickly to secure a great deal each time. Paul is very experienced and easy to deal with and I would be happy to work with him again.

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