Lifestyle Mortgage Finance & Financial Planning
About the company
Lifestyle Mortgage Finance & Financial Planning is a mortgage broking and financial planning business based in Bundaberg, Queensland. The financial planning arm, Lifestyle Financial Planning, was created in 2009 when Craig Marriott and Peter Emery entered into partnership.
Carey Dern purchased Craig Marriott's share of the business in 2022 and Peter Emery's share in 2023. The business partners with AMP Financial Planning, and Carey Dern is an Authorised Representative of AMP Financial Planning. Carey Dern and her family live and work in Bundaberg.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I have engaged Lifestyle Morgage Finance on several occasions to organise loans for myself. Everytime Carey has been so professional, easy to work with, all questions answered and all problems solved. I would recommend her to anyone who requires assistance acquiring a loan
Just purchased my 2nd home through these guys. Carey is absolutely the best broker you will get. Effective communication on what we needed and wanted and will work hard to get you what you want loan wise. Will be using these guys for all future property purchases.
Craig is knowledgeable, professional, and helpful. He made the whole process smooth and stress free. I highly recommend Craig and his team for any mortgage services. It was so nice to have someone who communicates well every step of the way, thanks Craig!
Craig and the team have been consummate professionals with the purchase of our home here in Bundaberg and a lifestyle property as a family get away. Craig negotiated for the best interest rate on our behalf and always quickly responded to our questions. I would recommend Craig and the team to my family for any finance advice.
We highly recommend Craig and team to anyone looking to buy a home. Craig made everything easy for us, from understanding and completing paperwork to comparing the loans that were available. A very personal experience with Lifestyle Mortgage Finance, we will definitely be using them again.
Impeccable! Craig and Kerrie have made the process of applying for and obtaining finance for our first home ridiculously simple and no stress at all. They have got us the best possible rate and have answered all of our queries. They were prompt, informative, reliable and friendly! Craig sorted immediately any minor hiccups, he was amazing to deal with. He had our best interests at heart and it didn't cost us a cent to have a professional doing all the talking and negotiating for us. We would highly recommend them!!
Craig Marriott is the only person I'd recommend for financial advice and assistance with buying your home... It's a great professional team at lifestyle mortgage finance... Thank you Craig for your guidance and support purchasing our home and investment properties.. Honest and reliable service.. Extremely knowledgeable in your field... I strongly recommend Craig and his team. We cannot thank you enough..
Mortgage brokers in Bundaberg compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bundaberg are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Black Lab Finance | ★ 5,0 | 201 | No |
| 2 | Lifestyle Mortgage Finance & Financial Planning (this page) | ★ 5,0 | 49 | No |
| 3 | Fundd | ★ 5,0 | 46 | No |
| 4 | Mortgage Choice Bundaberg | ★ 4,8 | 49 | No |
| 5 | Raine & Horne Bundaberg | ★ 4,7 | 161 | No |