Simon Pak Poy

Simon Pak Poy

Principal
  •   5   (67 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 67 reviewsacross 50 different locations, showing 6.
Simon's qualities as told by our client reviews: friendly, supportive, reliable, responsive, well-prepared, clear communication, local expert.
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Refinanced Loan review
Exceptional all rounder
about 3 hours 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...
1 day 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
about 2 months ago
Knowledgeable and responsive

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

New Purchase review
Above and beyond in every way! The best service we've ever experienced.
6 months ago
Above and beyond in every way! The best service we've ever experienced.

We cannot recommend Simon highly enough. We were genuinely blown away by the level of service he provided from start to finish. From day one, Simon worked tirelessly and often night and day. He always responded quickly, even at very short notice. No question was ever too much trouble. He consistently communicated in a clear, structured, and to‑the‑point way, keeping us informed at every step while remaining endlessly patient, kind, and thoughtful. What truly set Simon apart was his ability to take what is normally an emotionally exhausting and stressful property purchase process and completely remove the anxiety from it. He anticipated issues before they arose, calmly guided us through every decision, and went well above and beyond what I have ever experienced with any financial or property professional. I’ve never encountered service of this calibre before. Simon didn’t just manage the process he supported us through it, which made all the difference. Thanks to him, what could have been an overwhelming experience felt controlled, transparent, and genuinely achievable. If you are looking for someone you can completely trust and someone who is highly competent, responsive, and truly cares, Simon is exceptional. We would recommend him without hesitation. Thanks, Michelle McPherson and Lachlan McDonald

Refinanced Loan review
More than a mortgage broker.
7 months ago
More than a mortgage broker.

Couldn’t recommend Simon more highly. He is super knowledgeable, really insightful, and helped us restructure all of our property loans. The end result was amazing, far better than we expected, and it has put us in a much stronger financial position. We really appreciated Simon's professionalism, expertise, and the way this team made what could have been a complicated process feel straightforward and manageable.

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