Based on Sydney’s Northern Beaches and with 31 years’ combined finance experience, our team has an intricate understanding of bank and lender policies and is committed to helping you navigate the often complex financial landscape.
We understand that every financial situation is different and prioritise strong ongoing relationships to provide tailored solutions. Whether you’re looking to finance a residential or commercial property, restructure your debt for lower interest payments or secure competitive asset finance, we take the pain out of the process.
Loan applications can be daunting and are often time critical. Our process-driven approach simplifies the various finance structures, streamlines optimal outcomes and ensures you are supported at each stage of the loan process. We pride ourselves in these clearly defined and structured processes that have been designed to deliver a better client experience and outcomes.
Annual Finance Reviews
We are passionate about supporting you at all stages of the financial lifecycle and will be there for you long after your loan has settled with annual finance reviews and lender negotiations to help you remain on a competitive possible loan.
Integrated Service Offering
Our loan solutions include communicating with accountants and financial planners to deliver integrated finance solutions that account for your short and long term financial goals.
We can work alongside your existing advisers, or can recommend our partners, in the delivery of these complementary offerings that service your greater financial goals.
With clearly defined roles, our team supports you through every step of the loan process.
Lana Moy | Finance Adviser: As a certified finance broker with over 25 years experience, Lana is committed to preparing competitive financial solutions tailored to your individual objectives. With her expertise in complex loans she is optimally positioned to simplify and solve a wide range of financial scenarios.
Greg Wunder | Finance Adviser: Backed by 6 years’ finance experience, Greg is responsible for post-settlement reviews and annual portfolio evaluations to ensure your finance solution remains competitive for as long as you use it.
Billie Minogue | Client Service Manager: Billie handles client contact and administration and is dedicated to the expedited processing of information. Currently completing her Cert IV in Finance & Mortgage Broking, she is an invaluable asset and ensures seamless and streamlined customer service.
Our Finance Specialties:
- Residential Home Loans
- Investment Finance
- Commercial Property Finance
- SMSF Loans*
- Business Finance
- Debt Restructuring
- Asset Finance
- Personal Loans