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Kelly Carter

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 are 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 Business 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
  • Call Us Mortgage Choice Port Macquarie
  • Mobile - 0408 499 926
  • Office - 0408 499 926
  • Open Hours Mortgage Choice Port Macquarie
  • Flexible opening hours available to suit your needs
  • Free Appointment
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.

Cook today, Save for tomorrow
School Holiday Activity, Thurs 10th October 10am - 12pm

While your kids create lunch with MasterYesh, Kelly will share valuable tips to help you build a savings plan for their future. Booking are essential and places are limited.  

Book here

 

 

 

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. ~

Client reviews


Kelly was knowledgeable and supportive throughout the whole process. Very grateful to her for making this easy for us.

Melissa
10 November 2024  

We have been super impressed by the support and service we've received from Kelly. This will be the 3rd time she has helped us with our mortgage. Her astute knowledge of the banking industry and unwavering determination has ensured we feel confident we are getting the best out of our home loan. Kelly is always available to answer the smallest question and nothing ever feels like too much trouble. Woul... read more

Alexandra
31 October 2024  

Kelly was excellent She was super friendly and a really good, clear communicator. Kelly didn't over complicate anything for me, she let me know where I was and where I need to be to achieve the goal I'm looking at regarding buying a house.
Highly recommend

Xander
31 October 2024  

Kelly and Anna were extremely helpful through the loan and property hunt processes. Would recommend them to anyone, especially first home buyers

Jacob
18 September 2024  

My recent experience of buying a house and using Kelly and Anna as my broker was unreal no dramas at all, always on the phone with any questions or concerns will defiantly use for future purchases. And they know there stuff

Dale
15 August 2024  

Kelly was so wonderful at providing reassurance and support every step of the way, which was so appreciated in the nerve wracking process of buying a first home With such a high level of competence and professionalism I felt I could put my complete trust in Kelly, and was always put at ease after any phone call or email being a remote client was never a problem at all and Kelly never felt far away

Amy
12 August 2024  

I highly recommend the 'discovery' session I had with Kelly. She took a holistic look at our situation and goals but most importantly gave us an understanding of the numbers associated with achieving them and tangible actions to take. Thank you, Kelly

Danielle
30 July 2024  

Kelly and her team were fantastic to deal with right from the start We approached Kelly to help us get on the right track to purchase a property, and we now have our very own home.
Kelly is extremely knowledgeable and friendly, no question was to small or silly, and she explained every step as we went along. Communication was consistent and we knew they were only a phone call or email away. Although... read more

Kelly
23 July 2024  

Very grateful for Kelly and her assistance in getting us our second home loan
Kelly has been a pleasure to deal with and made the second time round much easier than the first.
I wouldnt hesitate to recommend Kelly as she is reliable, honest and easy to talk too.

Brandon
15 July 2024  

Kelly got my family the right home loan that suited our needs.
Very proffesional and made the paper work easy
Would 100 recommend

jake
08 July 2024  

Read more reviews

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