Kelly Carter Mortgage Broker in Port Macquarie, Wauchope, Laurieton, Lake Cathie and surrounds
Kelly is passionate about financial education and creating long-term relationships with her clients. The home buying journey doesn't start by buying a property, it begins well before that. In the planning stages, Kelly makes time for her clients, helping to educate, set goals and create a solid foundation for success. Once the property is purchased, Kelly helps you to manage your loan, ensuring your home loan is competitive in the market and your future financial needs to being met.
She is based in Port Macquarie and can assist customers in the surrounding region with face to face appointments or virtual appointments for all other areas of Australia.
Kelly is The Adviser's Better Busines New Broker of the Year 2023 NSW/ACT, Newcomer Finalist in MFAA Awards NSW/ACT and winner of Business Port Macquarie in the Financial Services category.
Follow Kelly on your socials or book your discovery call.
https://linktr.ee/KellyCarterBroker
She is based in Port Macquarie and can assist customers in the surrounding region with face to face appointments or virtual appointments for all other areas of Australia.
Kelly is The Adviser's Better Busines New Broker of the Year 2023 NSW/ACT, Newcomer Finalist in MFAA Awards NSW/ACT and winner of Business Port Macquarie in the Financial Services category.
Follow Kelly on your socials or book your discovery call.
https://linktr.ee/KellyCarterBroker
Port Macquarie
5.0
(80+ total reviews)
Aggregated from:
- Call Us
- Mobile - 0408 499 926
- Office - 0408 499 926
- Open Hours
- Flexible opening hours available to suit your needs
Mobile Broker
With face to face and video conferencing options, we can assist any area within Australia
Ready to kickstart your journey to home ownership?
Chatting with me early in the planning stage helps you to achieve your goals sooner. Book in your discover call now for a time that suits you.
https://calendly.com/kelly-carter-bookme/discovery
Love a good Workshop?
Join us at our next session.
HBWN Networking Event
Thursday 26th September 530pm - 8pm
Discover the IMPORTANCE OF BALANCE at our upcoming Circuit Networking Event on 26th September! 
In our fast-paced world, balancing work, family, and personal well-being is crucial for thriving in all aspects of life. Join us for practical strategies and empowering conversations to achieve harmony in every role you juggle 
We’ll be covering:
Building Mind, Body & Soul Connection Creating Your Wheel of Life Exploring Financial FreedomPlatters & drink included on arrival! Don’t miss out on this opportunity to connect and grow 
Proactive Wellness for your Health and Finances (ZOOM)
Wednesday 18th September 7pm - 740pm
Please join us to listen to this free educational online event on Zoom, which will feature Kelly Carter and Dr Caroline Hong as they discuss the proactive wellness approach for your health and your finances. Many people will benefit from listening to this interesting conversation to learn more about ways to improve wellness for their health and their finances.
Zoom ID: 9109261028
Admittance online at 7:00pm
Free event
Admittance online at 7:00pm
Free event
Why Choose Mortgage Choice
Knowledge is the key to success and that is why Kelly spends her time educating clients using down-to-earth, simple language to help them understand the home loan process.
Purchasing a property and securing a loan, whether it is your first home or subsequent, is an exciting journey. However, it can also be stressful and confusing to navigate your way around lenders’ policies and procedures. Kelly takes control of this for you. With over 15 years of experience in home lending, she uses her knowledge to make this process as smooth as possible.
Kelly is accredited with various lenders which allows you to have choice and flexibility. She takes the time to understand your goals and ambitions and empowers you with the knowledge to help you make informed decisions about your financial future.
Her work doesn’t stop there. Once you are settled in your home, Kelly and her team will help you to manage your home loan so that it continues to meet your requirements. They check in with you on a regular basis, complete interest rate reviews and assists with home loan maintenance.
Kelly can also assist with financing other goals such as car and caravan purchases plus other personal or business assets.
Kelly is based in Port Macquarie for face-to-face appointments and can assist clients in all areas of NSW and Australia via video conferencing.
Services
Specialising in home and investment lending, Kelly has in-depth knowledge of a vast range of lending products and policies and the ideal application for each. This enables her to tailor holistic solutions that cater to your unique needs.
- Home loans including First home buyer schemes
- Investment loans
- Refinance loans
- Construction loans
- Renovation finance
- Equity release
- Deposit Bonds
- Bridging loans
- Personal Loans
- Car and asset finance
- Business equipment finance
- Insurance (third party referrals)
- SMSF loans
- Loan protection insurance
Follow us on your Socials
Learn more and connect with us through your socials. Here you will find tips and tricks for saving and budgeting, lending updates, real estate advice and newly listed properties, events and workshops and so much more.
Click to discover our pages
https://linktr.ee/KellyCarterBroker
A little more about our service
Based in Port Macquarie NSW, Kelly offers a mobile service across the surrounding areas. Kelly is available for video conferencing for anyone within Australia or for those that need more flexible appointment times.
Start your home loan journey today
The right home loan for your needs
Our mission is to find the right home loan for your individual needs and to always have your best interests at heart. Plain and simple. Which is why we have such a wide range of lenders to choose from. We can search through hundreds of products to find something tailored to your situation. ~
Property Ownership
This guide outlines the essential steps to achieving property ownership, starting from the first appointment with a mortgage broker all the way to settlement.
Smoother experience as they have all your information.
Better understanding of your financials to provide tailored advice. 
Faster response compared to being matched with a new broker.
