Mortgage Broking Services

Greentree Financial is a well-established and professional financial planning and mortgage broking practice based in Muswellbrook, Upper Hunter.

Originally founded as a family-owned life insurance business, Thompsons Financial Services was established by Virginia’s parents, Kevin and Margaret Thompson, in 1967.

Adam and Virginia Greentree acquired the business in 2001, expanding their services to cover the greater Hunter Valley and beyond. They offer a comprehensive range of financial planning and mortgage broking services.

The practice prides itself on its collaborative and client-focused approach, valuing each team member’s contribution.

Practice Principal, Adam Greentree brings over 30 years of experience in the financial services industry. With a background in banking, he advanced through various roles at NAB, including branches, treasury, and lending, before transitioning to financial planning in 1994. Adam is a Certified Financial Planner and holds a Master’s Degree in Financial Planning and a Diploma of Financial Services in Mortgage Broking Management.

Virginia Greentree, handling both practice management and mortgage broking, entered the financial services industry in 2001 after a career in health services management. She holds an Advanced Diploma in Financial Services (Financial Planning) and a Diploma of Finance and Mortgage Broking.

Why use a Mortgage Broker?

As the home loan market becomes increasingly complex, with features and fees varying from one home loan to the next, and a bewildering array of options to choose from, more people are turning to mortgage brokers. More than 2/3 of all new home loans written in Australia are placed through professional mortgage brokers.

The quickest way to understand the lending and property market conditions and most appropriate loan for you is to talk to a professional in the area.

How can we save you time?

You can choose to research all your options and compare products, or let us do the hard yards for you. We know the local property market and can refer you to other professional services in our area to assist with your home purchase.

We offer you choice

As mortgage brokers, we have access to a large panel of lenders from which we research and recommend a loan. We are required to become accredited with the different lenders to offer their products and are required to keep up to date with their latest offers.

We can help find the loan that best suits you

The best deal is not necessarily the cheapest rate. As a professional mortgage broker, our role is to work with you to assess which of these loans will prove a match to your income, goals, budget and lifestyle. we will examine your circumstances and future plans to recommend a loan that is right for you.

We take the fuss out of setting up your mortgage

There are a number of steps involved in securing a home loan. We will help you navigate your way through the process. We can access your credit report and advise if it affects your ability to borrow.

We negotiate with lenders on your behalf. We put your application together and ensure everything is followed through to settlement.

No idea where to start?

We can help you look at your budget to ascertain if your eligible to apply for a loan. If you’re not ready to apply just yet, we’ll work with you and advise on a way forward and plans to save for a deposit.

Are you buying your first home?

We provide advice on the whole process of buying or building your first home, from securing preapproval to making an offer. We guide you through applying for the First Home Owner Grant and eligibility for the First Home Buyers Low Deposit Scheme. We will guide you along every step of the way.