With over 35 lenders and hundreds of loans to choose from we do our homework so you don't have to. There’s a vast array of products on the market with any number of them claiming to have the best rate or lowest fees. We pride ourselves on our ability to understand your needs and to structure the right lending package to achieve your goals. We can assist with:

Complex Lending

We understand that not everyone has basic financing needs and your income is not always black and white. Sometimes you just need to fit a square peg into a round hole. With our 20 years of lending experience we can help arrange finance for complex investment or income structures such as multi-purpose or zoned securities and lumpy cash flows due to bonus payments or vesting shares.

Private Banking

Having worked as a Private Banker for over 13 years I understand the high net worth market exceptionally well. I know you just don’t want a loan you want a relationship that will make your life easier. All too often clients enter into a Private Banking relationship without knowing what’s in it for them. I can introduce you to the best Private Bankers in Australia to meet all your financial needs.

First Home Buyer

We can help new home buyers to obtain a loan from a bank to purchase their first property. Features of mortgage loans such as the size of the loan, maturity of the loan, interest rate, method of paying off the loan, and other characteristics can vary considerably. It’s always best to speak with a mortgage broking professional to determine the loan that’s right for you.

Investment Loans

Investment loans are structured in a specific way that allows borrowers to maximise returns from their assets. An investment plan is one that works towards building your wealth and securing your financial freedom. For some, the future may seem a long way off, but the time to act is now. The housing market generally follows a seven to ten year cycle with highs, lows and steady patches in between. We understand the market and can help you maximise your investment returns.

Commercial Loans

Due to high upfront costs and regulation related hurdles, smaller businesses do not typically have direct access to debt and equity markets for financing purposes. Smaller businesses must therefore rely on financial institutions to meet their financing needs. Commercial Loans are renewable loans used to finance a company’s immediate working capital needs. These can be large or small scale and usually operate short-term.

Standard variable & fixed rate loans

Variable rate loans offer more features and flexibility than basic or fixed rate loans. Fixed rate loans are set at a fixed rate for a specified period – usually one to five years. Whilst fixed rate loans offer the advantage of allowing you to organise your finances and repayments without the risk of rising interest rates if rates decrease borrowers must continue to pay a relatively higher rate for the duration of the fixed rate term, and penalties can apply for making additional loan repayments.

Honeymoon Loans

Honeymoon loans have lower repayments for the first six to twelve months of the loan term. After the ‘honeymoon’ period the loan becomes a standard variable loan and the repayments increase. Honeymoon loans can be problematic if clients have difficulty meeting the higher repayments after the honeymoon period is over. These loans can also require payment of a fee at the end of the honeymoon period to switch to another loan type.

Bridging Loans

Bridging loans are used to provide funding for the purchase of a new property before an existing property is sold. This finance is generally secured against the existing property. Usually bridging loans are short term and more expensive than other types of loans.


We can help you secure your loan and financial freedom by offering risk and life insurance. Through our Valued Partnership arrangement with an insurance brokerage firm we are able to offer our clients a range of different insurance products. This service provides free consultation for insurance products. Even if you are happy with your current insurer for your home, business or any other insurance requirement, call the office for second opinion on price and your coverage needs.

Financial Planning

Once your loan has been sorted out we can help you to update your Superannuation and other Investments. Through our Valued Partnership arrangement, our office has access to over 10 years of Financial Planing and Investment experience specialising in Tax Effective Super strategies, Negative Gearing and Retirement planning.

Parent to Child Loans

A Parent to Child Loan can assist children in buying their first home by using the equity in their parents’ property. With higher property prices children are finding it harder to save for a home deposit. A Parent to Child Loan can reduce the risk of children missing out on properties if property prices increase while they are saving for a deposit. We can provide advice and assistance in organising these types of loans.

Equipment Finance

We know how important it is for businesses to upgrade or purchase new equipment or vehicles when they need them. Buying a car, motor bike or equipment to run a business can be an expensive. Equipment Finance can provide you with the tools and equipment that you need when you need it.