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

Testimonials

  • Pablo
    Understood my unique financial circumstances and was able to secure a loan when other brokers said it was impossible. My family would not be enjoying our new home if it wasn’t for Dimi, Nicholas and the team. No hesitation to rate five stars.
  • Edmund
    Professional service and advice. Highly Recommended to anyone.
  • Narisa
    Can't thank Dimi enough for the amazing job she has done in helping us secure our loan. Her knowledge and care is second to none. We highly recommend her and her team to anyone who appreciates quality service and outcome.
  • Alice
    Very happy and would use Susan’s services again and refer others
  • Nikolaos
    Dimi, Nicholas and the team have done a super job in helping us get our first home loan! They helped us through every step of the way, and were always very helpful with any queries/questions that we had. We will definitely be using their services again for our next property. Would highly recommend!
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Latest News

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    Are your clients eligible to buy a home while receiving JobKeeper?

    Saving for a property deposit can be tricky. Add the stress, complexity and hardship of a global pandemic and your clients are bound to have some questions. I’m here to give you the lowdown on how the home loan process works if your clients are planning to buy a house and are receiving JobKeeper.

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    JobKeeper. Your questions answered

    Saving for a home loan deposit can be tricky enough as it is. Add the stress, complexity and hardship of a global pandemic? You’re bound to have some questions. I’m here to give you the lowdown on how the home loan process works if you were planning to buy a house and are receiving JobKeeper.

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    Buying your first home in today’s COVID world

    The Government has released a number of initiatives to help First Home Buyers get on the property ladder faster. It can feel a little overwhelming trying to understand all of the financial jargon and if you are eligible for the scheme. Let’s dive into the details.