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About WAM Finance Services

W.A.M. Finance Services is a boutique finance broker with close ties to the Property Investment Industry. The company was established in 2005 as a result of increasing demand for service in existing consultancy relationships. Fee for service work completed in the property due diligence field allowed investors to acquire blue chip property investments with a minimum of risk. This work was carried out for one of our strategic partners.

Over a time the company underwent a natural evolution into finance broking to add further value to clients. Clients recognized the value of a mortgage broking firm with the added advantage of property market knowledge.

Strict adherence to our corporate statements ensure the most advantageous outcomes for our clients

Company Vision

“To dynamically engage people with their own journey to financial independence.”

Company Mission

“Upon a foundation of professionalism and integrity, we will build personalized lending solutions that effectively align with our clients’ evolving goals for life.”

Our Values

• Commitment to corporate vision and mission
• Integrity
• Compassion
• Responsibility
• Client empowerment
• Absolute client support
• Diligence in service
• Industry Best Practice


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WAM's Services

Services provided are based around the criteria that you, the client tell us in our comprehensive Client Information Record.

Once the Client Information Record is completed, either in a face to face interview or at your convenience, the critical due diligence commences to find the appropriate lending product.

This will obviously dovetail with your individual situation but may include owner occupied or investment lending, or business related lending.

We will work with you to ensure the outcome is perfectly aligned with your goal.


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Our Clients

We have sourced mortgage finance product for individuals and companies,investors and business owners, first and fifth home buyers. All these clients share a common belief. They will actively pursue and attain financial independence with W.A.M. Finance on their team of professionals in the role of mortgage finance advisor.

Strategic Partners

Our strategic partners are pre-qualified and are aligned with our philosophy of effective, responsible service for our valued clients over the long term.

Prosper Group
Independent Property Advisory Experts.

Criterion Financial Solutions
Financial Planning Experts.


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WAM Finance Services
ABN 62 117 084 723

info@wamfinance.com
Phone: (02) 4297 8649
PO Box 4093
Barrack Heights
NSW 2529
Testimonials

"...He did an extensive amount of ground work to find the best possible outcome for my financial needs. Steve contacts me on a regular basis in a professional capacity to see if he can provide further assistance and still guides me on achieving the best outcomes with my financial goals. "

Darrin Martin,
Ambulance Officer Kiama.

read more,
download full testimonial (.pdf)



"All of these attributes that you have displayed to me the client means I can be assured that my future investment finance advice is in safe hands. The personal touch is an investment in your business as well as mine and I compliment you for it as this is a building block you hold as valuable to your success and mine."

Barry Hunt

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download full testimonial (.pdf)


Downloads

- What is a Mortgage Broker? (.pdf)

- Why You Should engage WAM as your broker of choice! (.pdf)