IDEAS AND STRATEGIES COME TOGETHER A LITTLE DIFFERENTLY HERE

It all starts with listening to our clients

 

We started in the mortgage and finance broking industry in 2007. since then we have grown to a full service firm that drives real results and trusted outcomes.

 

We are all about relationships

 

 

How do we provide service?

We listen to your needs

We add our knowledge and expertise and establish the most outstanding solution

 Then we execute with outstanding results and plenty of communication

 

Buying a new home

Getting into your next home does not need to be stressful. We will provide all the help and guidance you need to ensure you stay clear of the potential pitfalls and we also have your back when dealing with the banks. We work out how much you can borrow, assess the best options in the market to suit you, provide a written recommendation and get the job done for you. We are consistent with our success

 

Refinancing to a better deal (Save $)

Don't just settle for any old mortgage. When you set up your mortgage ensure it is the best available. But, as time passes, the market changes, the banks change products, rates, terms and without knowing it you find your mortgage can very quickly become outdated and expensive. We spend the time to understand you, and typically save you thousands of dollars. Once you get it right, it really is the easiest money you will ever save. 

 

Buying an Investment Property

Whether you are looking to buy your first or third investment, sub-divide or build, it pays to have an expert on your team. We provide value to assist you in achieving the best possible lending solution and structure. We also have leading accountant and other experts to provide the other advice required for success. We help you grow your portfolio, not your stress 

 

Buying a new Car

Like to experience that new car smell? When it comes time for a new car, whether for personal or business use, we finance these every week. Lucky enough we are accredited with Australia's leading vehicle and equipment financiers and we quote compare to get the best possible deal for you. And, we complete all the paperwork requirements on your behalf, so you can be driving your new car into the sunset sooner than you thought. 

 

Do you need some advice on your current loans?

Maybe you just have a question?

Or perhaps a range of questions about your loans and financial position. This is very normal.

And the good news..... we love to answer questions and help people

 

appropriate Licencing and accreditations

We are licenced, experienced and individually accredited with all the leading financiers in Australia, ensuring the highest performing products and advice is always available to you.   

  

WHO DO WE TYPICALLY HELP?

Well, we help clients to purchase properties, refinance to a better deal, build new homes and finance cars every week. We complete millions of dollars of new mortgage's every month.

 

 

YOUNG PROFESSIONALS - STARTING OUT AND GROWING

We help young professionals to enter the property market and purchase their first property, a new car or consolidate debts. . This is a highly satisfying process for us and extremely exciting time for you, our client. We help to assist you purchase a quality asset and provide strategic financial advice when structuring your finance, ensuring you take advantage of all of the benefits and advantages that are available to you in the market.

We guide you through the entire process, show you how much you can borrow, which lenders you will qualify with and provide you with a clear path to secure your first home. Our focus is to help you understand and get it right the first time.

We typically provide the following services to these clients:

  • Home Loans. Purchase First Home
  • Build New Home
  • Commence Investment Property portfolio
  • Debt consolidation
  • Personal Loans
  •  

Professionals - Home Owners - Building up and creating wealth

We help young professional couples and families who are a little more established and looking to meet their longer term wealth and lifestyle needs to make the best financial decisions. You may well be looking to upgrade your home, upgrade the location or quality or your property to improve your lifestyle and meet growing needs. And you may also be ready to, or have already commenced an investment property portfolio that you need to ensure is working efficiently for you.  

We typically provide the following services to these clients:

  • Finance to upgrade to larger home
  • Extension/Improvements or Build New Home
  • Purchase first or multiple Investment Property/s
  • Consolidate debts & save
  • Refinancing
  • Mortgage Reduction Strategies
  • Finance a new car
  • Finance Business premises
  • Business Equipment and Vehicles

We are connected to leading real estate agents who can often assist with accessing new properties before they advertised on the open market. We provide strategic financing solutions and provide you with the most outstanding advice and service, helping you achieve your goals in the safest and most efficient manner.

If you are thinking of upgrading, improving, refinancing or investing, we can help. 

 

MORE ESTABLISHED - serious growth focus and retirement planning

We help more established professionals, couples and families that have reached a position in their personal and professional life that allows leverage to reach their larger financial goals. We assist you to reach your goals and get clarity for your financial future. One of the priorities is to ensure you have the best lending structure and strategy in place for your loans. We focus primarily on reducing and eliminating bad debts first and structuring your finance to allow your property portfolio to grow in the most positive way. You may 10-20 years from retirement and need to map out the financial journey, with mortgage reduction strategies and quality financial decisions paramount to you reaching your retirement years in the best possible financial shape,

We typically provide the following services to these clients:

  • Upgrade to larger home
  • Downsize home for retirement
  • Mortgage Reduction Strategies
  • Extension/Improvements or Build New Home
  • Purchase Investment Property/s
  • Consolidate & Save
  • Refinancing
  • Finance a new car
  • Finance a Business premises
  •  

SPECIALIST PROFESSIONAL offers

Do you work or own a practice in the Medical, Dental, Accounting, Engineering sectors?    

We have access to a bespoke range of lenders providing loan products and services tailored specifically to meet the needs of suitably qualified and licenced professionals in the Medical, Accounting and Engineering sectors.

If you own a practice or work for a firm in these professional fields we can often provide a specialist finance offering with very favourable terms. Please contact us for a complimentary consultation

We highly recommend Mark Loveday and Loveday Financial if you are looking for consistent and proven results
— K & A - Existing Clients


OUR LENDER PARTNERS

 

 

We partner with Australia's leading banks and financial institutions ensuring the highest performing lending products are always available to you  

 

You probably still have questions