A reputable firm you can trust with your finances
Comprehensive financial solutions tailored to your needs.
We implement solutions for your HOME LOAN & FINANCE needs
Bos Financial Services is an experienced and professional Mortgage Broking and Finance firm that specialises in taking away the hassle of managing your finances.
Our experienced and highly qualified Broker is dedicated to helping you reach your financial goals.
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We strive to make your financial life easier so you can focus on what matters most to you.
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We carefully guide you through the process of applying and implementing your Home, SMSF, Personal, Car and Business loans.
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We use the latest technology and customer focused software to ensure accuracy and efficiency.
Taking the time to professionally prepare and submit your finance application is what we do.
Services we provide
Providing a range of finance solutions using a number of lenders shortlisted to your unique scenario.
FIRST Home Buyer (FHB)
0%, 2%, 5%, 15% and 20%+ deposit options explained and your eligibility determined.
BUY Ready
Open the door to confidently attend open homes in your price range knowing your limits.
Property PURCHASE
Buy your next home, investment property or business premises with ease by following our step by step process.
BRIDGING Finance Delivered F.A..S...T....
-Buy your next property before selling! Move once whilst having access to both properties. Mortgage repayment pause whilst you complete the sales campaign. Access extra funds to freshen up the property you are selling!
EQUITY Release (cash out)
Access the equity in your property to pay for just - about - anything.
Debt CONSOLIDATED
Get on top of your finances with one repayment. Save interest and pay it off sooner!
REFINANCE
You may refinance for a number of different reasons. Update your loan preferences to suit your changing needs, reduce interest charges or simply improve cashflow.
Property upgrades
Fund your new POOL, Renovate the kitchen or bathroom OR add another room. Enjoy the upgrades now whilst adding value to your home.
Car, Equipment & Asset finance
Car buying service
Access to an Australia-wide dealer network giving you access to some of the the best prices. Your new car can even be delivered direct to your door.
Self Managed SUPERANNUATION (SMSF)
Buy property using your superannuation.
TAX Debt Negotiated + Loan Options
Do you need your tax debt negotiated? Halt further ATO action whilst evaluating tax debt strategies, negotiate payment plans and attempt to reduce overall debt where possible by negotiating hard for interest and penalty refunds. Home loan options to pay final debt negotiated.
BUSINESS loans
Review your EXISTING loan and credit facilities + Explore your UPCOMING finance NEEDS (Purchase premises, tax debt, expansion, more stock, new equipment, improve cashflow)
Education SEMINARS
Mortgage + finance education seminars at your workplace. On site presentation and one-on-one meetings.
Starts & Ends with:
Good old fashioned service is what sets us apart at Bos Financial Services. If we cant help you we will find someone that can.
BOOK a DISCOVERY CALL
Lets start by discussing your scenario.
Friendly, reliable and helpful advice - complimentary with all appointments :)
Meet your broker
Lee is passionate about helping clients achieve their financial goals and has the expertise and experience to provide comprehensive solutions.
With a Bachelors degree in Finance and Masters degree in Professional Accounting you are in good hands.
Lee Boserio
Broker / Director / Problem Solver
From our clients
We have earned the trust and satisfaction from hundreds of clients by providing reliable, high-quality service. See what they're saying and post your own REVIEW HERE.
Award winning business
We took out the win for the 2020 Connective aggregator excellence awards for the compliance category.
This places our business amongst the best when it comes to our compliance and business process's and practice's meaning you are dealing with a professional and reputable financial services provider.
We were also nominated as finalists in the excellence awards in both 2021 and 2019.
Member of the Mortgage and Finance Association of Australia (MFAA)
BOOK a DISCOVERY CALL
What can i help you with?
Frequently Asked Questions
Providing answers to frequently asked questions related to my services.
We generally charge a commitment fee in most scenarios and generally rebate the fee after settlement.
All fees and potential rebates are clearly outlined in a Credit Quote document and your agreement to any fees is confirmed in writing before any fees are charged.
We wouldn't want you to miss out on our niche service offering, so please reach out to discuss further.
Referrals from existing clients may be eligible for a discount.
For new clients, the easiest way is to book a discovery call using the BOOK HERE or BOOK a CALL BACK button.
We guarantee our appointments occur on the date and time booked in over 99%+ of the time.
All parties receive email and SMS reminders.
Yes of course! We were once in the exact same position as you. We like to make you feel welcome to ask all the questions you have until you understand in full.
The answer can change daily. It all depends on your situation on the day and each lender individually.
We generally have access to lenders who can turn around a decision (once lodged) in as little as 1 day, all the way to 4+ weeks.
Please be clear upfront on your required timelines so we can best cater for your needs.
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It all starts with a discussion about what your goals are.
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We then prepare a preliminary borrowing capacity based on the basic information you tell us upfront.
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Then we request supporting documents to meet our compliance requirements and to verify your identity, income, living expenses and financial situation before presenting suitable options.
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Next, an application is prepared and submitted to chosen lender.
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Approval and settlement conditions are managed and we guide you every step of the way to settlement.
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After settlement, we continue to be your go to for post settlement enquiries and all future needs.
Info Links
Calculators
Illustrative purposes only and do not constitute advice or a guarantee of a loan approval.
Home Buyers JOURNEY
What you need to know when buying and financing your home
Home LOAN ESSENTIALS
Everything you need to know about your home loan journey
Property INVESTMENT guide
Your step-by-step guide to buying an investment property
Contact Us
Address
PO Box 900 Picton NSW 2571
Phone
0450980219ABN
81621175791
Operating Hours
School hours AND after hours 6 days a week by appointment
BOOK a MEETING
What can i help you with?
Credit Representative Number 502217 is authorised under Australian Credit License Number 389328.
Bos Holistic Co Pty Ltd ACN 621175791 trades as Bos Financial Services.
Your full financial situation will need to be reviewed prior to acceptance of any offer or product. Subject to lenders terms and conditions, fees and charges and eligibility criteria apply.
This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.