About us
Marc Ventura
CEO | Senior Mortgage Broker
Marc is a financial adviser and mortgage broker, with a passion to financially educate
his clients.
It’s Marc’s mission to help clients cut through all the noise and garbage information in the media and the Internet and work with clients to show them exactly what needs to be done to achieve their financial and personal goals. It’s why he does what he does. It makes Marc mad listening to various media outlets incorrectly talk about what it takes people to purchase their first home or to create financial freedom.
Marc has been a financial adviser and mortgage broker for over 10 years and has developed uniques skills that have been critical to achieving the results he does for his clients.
He is passionate about working with the following 4 types of clients;
-
First home buyers/ renters wanting to buy their first home but not knowing how or have been told know by the banks.
-
People wanting to learn the system and specific type of loan required to help reduce their home loan in half saving them hundreds of thousands of dollars.
-
The self-employed individual wanting to purchase a home.
-
Young families that want to transform their financial and personal life. Through our carefully developed financial transformation program, we help young families, set clear goals, keep their income, reduce their debt and purchase assets that put money in their pocket each month, creating the lifestyle they could only dream of.
Away from the office Marc is married to his beautiful wife Lucyanne and has 3 children. He lives in the Moonee Valley area.
His family and friends are incredibly important to him. Spending time with them is paramount. Marc is an AFL lover and is a tragic Melbourne supporter.
He loves to travel and can’t wait to head back to a European summer once the kids are older.
Meet the Team
Iris Abrigado
Executive Assistant
Iris is Marc’s personal assistant and works closely with him. She also helps Charmaine in collecting and sorting necessary documents from the clients.
Charlene Guiza
Office Manager
Charlene's main duties include scheduling meetings, making arrangements or answering phone calls, preparing reports, filing and organising documents, and performing other administrative tasks to ensure our company's workflow runs smoothly.
Charmaine Seno
Credit Analyst | Loan Processing Manager
Charmaine does all of our lender research. This includes the coming up with the best loan options for a client based on their personal situation that includes working out how much deposit is needed, the maximum loan amount, and the best rates available.
Marie Nicolas
Customer Service Administrator
Marie lodges all the information to the bank system that generates application and compliances forms for the client to sign prior submission. She is also responsible for submitting the applications to the bank.
Jhunne Abeja
Customer Service Administrator
Once the applications are submitted to the bank, Jhunne chases the banks to push the approvals asap and then updates our clients on the progress of their application.
Joseph Santillan
Customer Service Administrator
Once the applications are submitted to the bank, just like Jhunne, Joseph chases the banks to push the approvals asap and then updates our clients on the progress of their application.
Christine Rodolfo
Existing Client Customer Service Administrator
Christine makes sure the database is up to date and organise. She also calls the existing clients to review their home loan and see how everything is going. She also does some administrative tasks.