Refinancing with Birdie Wealth

My wife and I got in touch with Natalie as we were in a bit of a tricky situation with our finances. I’m retired, 72 years old and my wife, a 64 year old casual aged care worker. Within the last 12 months we took out a mortgage for $100,000 to assist with some household expenses caused by two cyclones 12 months apart and to consolidate our credit cards. Although that mortgage was supposed to ease our financial situation, it didn’t seem to ease the stress of our money matters. So I thought I’d give Natalie a call. Both my wife and I have known Natalie for quite a number of years, even before she was married and became the mother of her three beautiful children. We have watched Natalie grow up in the financial industry from day one and now being the very successful business person as she is today. Therefore, for me, it was an easy decision to make to call Natalie and seek her guidance for what she could recommend to us to set us up in a future. Within 24 hours, Natalie came back to us with three or four options. She gave pros and cons for all options so it would be easy for us to make a decision. Two options were virtually staying as we are with a little more allowance for us, the third option was better, but would be dependant on my wife’s casual employment staying the same, and that would be risky, and the fourth option was a Reverse Mortgage. Natalie provided us with the ins and outs of RM lending and advised us to seek independent advice from a Solicitor or Financial Planner. We took up Natalie’s recommendation and sought independent advice and our own investigation and it was just what we were looking for. After confirming with Natalie our intentions to go with the Reverse Mortgage, her team got down to business and although it was over the Christmas and New Year period, we were able to have our loan approved, documented, signed, witnessed (Solicitor), booked and settled all within two weeks. It is no wonder Natalie was nominated for Business Person of the year.