Simon Pak Poy

Phone

0414 069 551

Follow

Expertise:
  • Home and Investment Loans
  • Commercial Business Loans
  • Refinance and Debt Consolidation
  • Construction and Renovation Loans
  • Self Managed Super Fund Loans
  • Equipment and Asset Finance
  • Self Employed and Small Business
  • Insurance
  • Personal and Car Loans

Biography

I have a passion for making the complicated, uncomplicated. I love helping clients who want to build wealth through property ownership and don't have the time to find the best available finance solution.

I have been in finance for over 20 years and in that time I have helped hundreds of clients to realise their property ownership dreams. My extensive knowledge of property and lending has enabled me to simplify what is often a very complicated area for my clients. I work hard for each and every client behind the scenes to make sure that they get a result which is in their best interests.  

I've helped many clients become sophisticated investors and build property portfolios, beyond what they first thought was possible.  This is underpinned by using a responsible risk management strategy, because afterall everyone wants to get ahead, but it's just as important that you sleep soundly at night.

I take the time to review and understand your situation so that you may realise your investment potential. Some of the areas that I touch on include:

  • How to reduce debt and pay your loan off as fast as possible

  • How debt consolidation works

  • How to effectively use equity in your 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

Simply get in contact with me and we can begin the process of listening to your goals, current situation and your questions. 

I believe there is no such thing as a stupid question and take pride in making sure you are completely comfortable with each decision along the way.

Community involvement

Member of Bondi Chamber of Commerce and Proactive Golf.

Testimonials

It was a very smooth process from our end and we would recommend Simon for anyone thinking of purchasing a home or investment property. Dealing with a professional who could explain things to us in non bank jargon was extremely helpful and gave us the confidence what we think will be a great investment over time.

Luke & Danielle R, Bundeena NSW

We appreciated your plain English explanation of complicated bank jargon and the sound advice you gave after careful consideration of our financial situation, the structure has proven very effective for us. The follow up after the loans were established was very helpful.

R.Crombie, Toongabbie, NSW

Simon was knowledgeable about the subject matter and had a relaxed but confident style of passing on that knowledge. The key benefits for me in using Simon’s service were advice, guidance and the ability to get honest clear answers to our questions and concerns as well as someone to follow the process through. I would most certainly use or recommend Simon Pak Poy in the future.

R.Sloman, Turramurra, NSW

We found Simon to be reassuring trustworthy and a good communicator, we were kept informed at every step of the loan applications process. It was beneficial to be able to organise various loans with different lenders through the one person, who was monitoring the whole process with good feedback. Simon had a good understanding of the costs incurred during the construction period of our investment property and arranged the loans to reflect them with funds in reserve allocated.

R.Daddo, Illawong, NSW

The service was friendly, involved and enthusiastic; the follow up support was great, even down to meetings with our new bank to make sure everything was set up to our advantage. We now have a better understanding of our finances and peace of mind.

Drs Wood and Foley, Newtown, NSW

The after hours at home appointments were a bonus for us as my husband works long hours. We were purchasing an investment property and refinancing our loans with the same lender, complications arose with title but Simon was always there to help us sort out the problems

V.Abood, Ermington, NSW

Thank you very much for your help. Your advice on how to make our investments perform better through the right loan structures and products was much appreciated. It has been a big stress relief for us. You do your best to make sure everything is done on time it has been great working with you.

M and L Khoury, Granville, NSW

The service was friendly and tailored to my personal needs. It appeared soundly based on good financial investment practice. It helped me to understand the complexities of the financial institutions. The Key benefits to me were: Sound advice No cost to myself Knowledge that various options considered Working through the “red tape” of the financial institutions I would recommend Simon as he’s a good guy, helpful and personable.

P. Boow, Rozelle, NSW

It was a very smooth process from our end and we would recommend Simon for anyone thinking of purchasing a home or investment property. Dealing with a professional who could explain things to us in non bank jargon was extremely helpful and gave us the confidence what we think will be a great investment over time.

Luke & Danielle R, Bundeena NSW

We appreciated your plain English explanation of complicated bank jargon and the sound advice you gave after careful consideration of our financial situation, the structure has proven very effective for us. The follow up after the loans were established was very helpful.

R.Crombie, Toongabbie, NSW

Simon was knowledgeable about the subject matter and had a relaxed but confident style of passing on that knowledge. The key benefits for me in using Simon’s service were advice, guidance and the ability to get honest clear answers to our questions and concerns as well as someone to follow the process through. I would most certainly use or recommend Simon Pak Poy in the future.

R.Sloman, Turramurra, NSW

We found Simon to be reassuring trustworthy and a good communicator, we were kept informed at every step of the loan applications process. It was beneficial to be able to organise various loans with different lenders through the one person, who was monitoring the whole process with good feedback. Simon had a good understanding of the costs incurred during the construction period of our investment property and arranged the loans to reflect them with funds in reserve allocated.

R.Daddo, Illawong, NSW

The service was friendly, involved and enthusiastic; the follow up support was great, even down to meetings with our new bank to make sure everything was set up to our advantage. We now have a better understanding of our finances and peace of mind.

Drs Wood and Foley, Newtown, NSW

The after hours at home appointments were a bonus for us as my husband works long hours. We were purchasing an investment property and refinancing our loans with the same lender, complications arose with title but Simon was always there to help us sort out the problems

V.Abood, Ermington, NSW

Thank you very much for your help. Your advice on how to make our investments perform better through the right loan structures and products was much appreciated. It has been a big stress relief for us. You do your best to make sure everything is done on time it has been great working with you.

M and L Khoury, Granville, NSW

The service was friendly and tailored to my personal needs. It appeared soundly based on good financial investment practice. It helped me to understand the complexities of the financial institutions. The Key benefits to me were: Sound advice No cost to myself Knowledge that various options considered Working through the “red tape” of the financial institutions I would recommend Simon as he’s a good guy, helpful and personable.

P. Boow, Rozelle, NSW

Expertise:
  • Home and Investment Loans
  • Commercial Business Loans
  • Refinance and Debt Consolidation
  • Construction and Renovation Loans
  • Self Managed Super Fund Loans
  • Equipment and Asset Finance
  • Self Employed and Small Business
  • Insurance
  • Personal and Car Loans

Broker Location

Address:

Level 23, Westfield Tower 1, 520 Oxford Street

Bondi Junction NSW 2026

Opening Hours:

Monday - Friday

Bondi

Servicing Bondi, Bondi Junction, Waverley, Bronte, Bondi Beach, Tamarama and the eastern suburbs of Sydney.

Disclaimer

Simon Pak Poy is a credit representative (399562) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).

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