Simon Pak Poy

Simon Pak Poy

Principal
  •   5   (70 reviews)

About Simon

From initial enquiry to post-settlement, the team can handle a number of different scenarios, and can help clients navigate through the seemingly endless options of lenders and products. Armed with an extensive understanding of the finance space, MoneyQuest Newport Beach can make finance simple and offer a seamless approach to finance lending. With a passion for making the complicated, uncomplicated, Simon Pak Poy loves helping his clients who want to build wealth through property ownership. Simon simply saves his clients time, by doing the legwork and finding the right finance solution for their situation. Simon has over 20 years of experience in finance, and in that time, he has assisted hundreds of clients realise their property ownership dreams. With his extensive knowledge in both property and lending has enabled him to simplify what is often a very complicated area. There is a lot of hard work behind the scenes to ensure they receive a result in their best interests. Some of Simon’s clients have become seasoned investors and build extensive property portfolios, beyond what they initially thought was possible for themselves. This is underpinned by using responsible risk management strategies to ensure everyone sleeps soundly during and after the process. By taking the time to review and understand each individual situation, Simon helps his clients realise their true investment potential. Some of the areas Simon specialises in are: -How to reduce debt and pay off loans as fast as possible -How debt consolidation works -How to effectively use equity in an existing property for investment purchases -Best practice finance structures and investment loan set up -How fixed rates, variable rates, or a combination of both should be applied

Simon's reviews

  5  
Simon has 70 reviewsacross 50 different locations, showing 6.
Simon's qualities as told by our client reviews: supportive, reliable, friendly, responsive, well-prepared, clear communication, local expert.
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Refinanced Loan review
Once again Simon saves the day! A Mortgage Broker Who Genuinely Looks After His Clients.
about 1 month ago
Once again Simon saves the day! A Mortgage Broker Who Genuinely Looks After His Clients.

I've been dealing with Simon for many, many years now, and I honestly couldn't recommend him highly enough. What really sets Simon apart is his proactive approach. He doesn't simply arrange a mortgage and disappear, he continually monitors the market and reaches out whenever there's an opportunity to secure a better lender, a more competitive interest rate or an improved financial arrangement. Over the years, Simon has refinanced my property on numerous occasions, consistently ensuring I'm getting the best possible deal available. His communication is exceptional. He keeps me informed throughout the entire process, explains everything clearly and thoroughly, and is always approachable, patient and happy to assist with anything I need. It's incredibly reassuring to have someone looking after your interests without having to constantly chase them or ask whether there's a better deal available. Simon genuinely goes above and beyond, and his professionalism, knowledge, reliability and commitment to my requirement have been second to none. I wouldn't consider using anyone else. Highly recommended.

New Purchase review
12 Years of Outstanding Service – Highly Recommend Simon!
about 1 month ago
12 Years of Outstanding Service – Highly Recommend Simon!

We first met Simon back in 2014 when he helped us purchase our very first home. Little did we know at the time just how much of an impact he would have on our financial future. A couple of years later, Simon helped us purchase an investment property in Queensland, which ultimately put us in a position to renovate our family home. From there, with Simon's guidance, we were able to use the equity we'd built to purchase a commercial property – something we had always dreamed of but never thought would actually be possible. Fast forward 12 years, and we now have a beautiful family home and a commercial property, all made possible with Simon's help and expertise along the way. Looking back at where we started in 2014, we are now in a financial position we could never have imagined. Simon hasn't just helped us secure mortgages; he's helped us build a future for our family. Throughout the years, Simon has always been approachable, knowledgeable and genuinely invested in helping us achieve our goals. We honestly can't thank him enough for everything he's done for us over the past 12 years. If you're looking for a mortgage broker who will look beyond just getting you a loan and help you see what's possible for your future, we couldn't recommend Simon highly enough!

Refinanced Loan review
Exceptional all rounder
about 1 month ago
Exceptional all rounder

Simon was exceptional from start to finish. Our lending arrangements were reasonably complex, but he took the time to understand exactly what we needed, gave us clear options and made the whole process feel straightforward. He was always available, highly responsive and completely professional throughout. His online system for managing documents and information was also one of the cleanest and easiest I’ve used, which made a potentially painful process remarkably simple. What stood out most was the combination of expertise, responsiveness and absolute discretion. Simon is a consummate professional and someone I trusted completely throughout the process. I could not recommend him highly enough

Refinanced Loan review
I’ve trusted Simon for more than 10 years and counting...
about 2 months ago
I’ve trusted Simon for more than 10 years and counting...

Simon and his team have provided exceptional service to me for more than 10 years, across multiple property purchases, financing and refinancing. What sets Simon apart is that he is genuinely easy to deal with: approachable, professional, proactive and highly knowledgeable, without ever being pushy. He took the time to understand what I was trying to achieve, find better options, and make what can be a complicated process remarkably straightforward. Simon has also been generous with his advice and has connected me with excellent professionals in areas where he couldn’t directly help. Over the years, his advice has saved me many thousands of dollars and, just as importantly, given me confidence that I’m making the right financial decisions. I wouldn’t hesitate to recommend Simon and his team.

New Purchase review
Knowledgeable and responsive
3 months ago
Knowledgeable and responsive

Simon was a wealth of knowledge throughout the whole purchase process, and very responsive to our needs.

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