About Us

Having worked in finance broking in Western Sydney and the Blue Mountains for over 18 years - four of them with Loan Market - there are few client scenarios that I haven’t seen.

With an office based in Penrith, I specialise in servicing the Blue Mountains, Penrith, Richmond, Windsor and the greater western suburbs.

Driven to deliver my clients with the most comprehensive and balanced financial advice and solutions, I obtained financial planning accreditation in 2010 to further enable that delivery.

Today, the foundations of the business are in understanding our clients to determine which finance solutions will suit them the best, not only now but in the future, and then implementing those solutions.

Today, the foundations of the business are in understanding our clients to determine which finance solutions will suit them the best, not only now but in the future, and then implementing those solutions.

Factoring in how finance broking and financial planning interact is critical, as is the formulation of a personal protection plan for clients and their families to provide security in the event of an accident or injury.

I have focused on retaining a personalised business model to ensure the service is not diluted and that I can be personally involved in every touchpoint of my client’s financial journey.

Furthermore we do not receive commission from our referral partners and instead choose them because we believe they will best deliver our clients with the right solutions.

Core Product Offerings:

  • Mortgage finance
  • Investment loans
  • SMSF Loans
  • Asset finance
  • Commercial lending
  • Personal loans
  • Financial planning
  • Debt restructuring
  • Risk mitigation planning and insurance

Education:

Educating clients around tax effective lending strategies and how small changes today can make a big difference in the future is something I’ve always been passionate about and is at the centre of everything I do.

Through learning these processes and methodologies, clients gain the confidence to make smarter financial decisions right across their investment portfolio.

Being part of that journey and empowering people to achieve their goals is truly rewarding.

Community Involvement:

I am proud to give back to the communities that have supported me over the past 18 years.

Today, as a husband and father of a beautiful daughter, that support is increasingly in the form of sponsoring local school projects and community events such as ‘Girls Rising (PCS) and Westcare Community Services.