Meet your team
We’re ready to help you achieve your financial goals.
Your trusted finance and wealth advisers With over 25 years of experience in Finance, our firm serves clients ranging from Corporate professionals, developers, domestic and international investors, small business owners and first home buyers. Our firm is proud to be recognised as leaders within our industry and recipients of numerous awards including: Community Engagement Winner - AMA Major Brokerage of The Year Winner – ABA Best Ethical/Social Responsibility Program Winner – ABA Major Brokerage of The Year Finalist – ABA Excellence Awards Finalist - MFAA
With over 25 years of experience in Finance, our firm serves clients ranging from Corporate professionals, developers, domestic and international investors, small business owners, and first home buyers. Our firm is proud to be recognised as leaders within our industry and recipients of numerous awards including: - Community Engagement Winner - AMA - Major Brokerage of The Year Winner – ABA - Best Ethical/Social - Responsibility Program Winner – ABA - Major Brokerage of The Year Finalist – ABA - Excellence Awards Finalist - MFAA
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More about your local team
With over 25 years of experience in finance, our firm serves clients ranging from corporate & medical professionals, developers, domestic and international investors, small business owners, and first home buyers.
Our firm is proud to be recognised as leaders within our industry and recipients of numerous awards including:
- Community Engagement Winner - AMA
- Major Brokerage of The Year Winner – ABA
- Best Ethical/Social Responsibility Program Winner – ABA
- Major Brokerage of The Year Finalist – ABA
- Excellence Awards Finalist - MFAA
Make your first step with us
Our service and support is designed to make life easier for those buying for the first time. Selecting the right loan for your situtation can be a difficult decision - sometimes the lender with the lowest rate has the highest fees or won't lend you enough to buy the property you want. Our team will give you the confidence and help needed to successfully purchase your first property with the right home loan for you. We’ll talk you through all the elements of your purchase, explore all eligible grants and concessions to limit costs and liaise with all the key parties in the transaction and ensure everything goes smoothly.
Why use our firm to compare Investment Loans?
In today's market, with prices continuing to soar, many buyers are buying to invest rather than to occupy. More than 2 million Australians have investment properties; it's quickly become one of the most popular investment strategies in Australia. You can build equity in the property through both the rise in the price of house and the collection of rent. There are also several tax benefits to investing in property including negative gearing and depreciation. With the guidance and help of our team, you can confidently select the loan option is right for you and could allow you to maximise your investment returns and keep your tax return tidy.
Complex Loans made simple
Low documentation (low doc) home loans can work well for self-employed borrowers for buying residential, investment or commercial property. Many Australians enjoy the freedom of working for themselves, but being self-employed means your time can be tight, not to mention the challenge of keeping up with the paperwork of running your own business. Many self-employed borrowers seek our services instead of a bank because they want a wider range of home loan options and advice. Having our team onside is like having your own personal finance expert to help you secure a competitive home loan with the right lender for your situation.
Commercial Loans with us
It makes good business sense to have a simple and flexible commercial loan structure when you grow your business. Our firm has in-depth knowledge with refinancing of commercial properties, retail shops, industrial land, factories and offices, as well as cash flow lending. We help you through the process of buying a commercial property or refinancing your current loan. With lending criteria tightening, the knowledge and experience of a good commercial loan specialist is invaluable and our commercial loan specialists have played an important role in obtaining the right finance options for our clients. The amount you can borrow is on a case-by-case basis. A good commercial loan specialist can help work out your borrowing capacity based on criteria, such as the industry you're in and the type of security you have. As your business grows your business loan might not be suited to your original business goals. Our team has access to hundreds of different business loans and can match your business with the right loan.
Accountant, Lawyer or Medical Professional?
Getting your degree is a long, arduous and often an expensive process. While it’s important to consider the professional and educational debts that have accrued, for many it’s also important to get the right advice for their situation to break into the property market. It’s very common for professionals desiring to apply for a home loan early on in their career, however some banks won’t even consider approving a home loan until full earnings are in place with one to two years of financial records. Our firm has an understanding of how much professionals earn from when they are interns, right through to when they reach their specialisation. Our comprehensive knowledge of lenders policies and has supported many professionals at every stage of their career.
Foreign income & investment - we speak you language
Every year thousands of foreign nationals, Australian expats and temporary residents decide to purchase real estate in Australia for residential or investment purposes. Your interest rates and borrowing power will vary significantly depending on the country that you are living in and the currency of your income. Our team multicultural team can help guide and support you through the entire process and speak Mandarin, Spanish and Greek. Book a free consultation