Our team is your trusted advisor in home loans, personal loans, car loans and business finance
Julia is a Mortgage and Finance Broker with a difference. As a Certified Practising Accountant and background in finance, Julia utilises her knowledge and experience to help her clients fulfil their property goals. Servicing the Mornington Peninsula and Casey/Cardinia regions, she is passionate about helping her local clients meet their financial goals. She is committed to providing her customers with a unique customer experience and helping others achieve their financial freedom.
We take pride in helping you with your financing needs.
Whether you are a First Home Buyer constructing your own home or buying an established property, Julia can help you understand residential mortgage loan options.
Property investment options can vary depending on your current financial situation. Julia is able to draw on her finance background to assist you with property investment loans, including using your current equity to build a property portfolio.
Julia can assist you in accessing equity in your property and consolidating debt structures to save you money or find you a more competitive loan to free up your cash flow.
Commercial lending specialists facilitate lending for expanding your business, purchasing a new business or even asset purchases.
Vehicle and Asset Finance
Purchasing a new business or personal motor vehicle can vary depending on your circumstances. Asset finance comes in a range of options, including leasing for a range of assets from medical to motor vehicle.
Self Managed Superannuation Funds
Small business owners can take advantage of SMSF lending to boost their retirement. With a background in accounting we are able to demystify your options.
Are they being overlooked?
Despite interest rates dropping to historic lows, less than ten percent of mortgage holders in Australia have refinanced. That means millions of mortgage holders are paying extra interest for no reason or benefit. That’s the definition of crazy, given I’ll happily do all the heavy lifting for your clients.
Rock bottom rates = time to refinance
Despite interest rates dropping to historic lows, less than ten percent of mortgage holders in Australia have refinanced. That means millions of customers are paying extra interest…for no reason or benefit. Especially when you have a broker like me that's here to do the heavy lifting for you.
7 benefits of using a mortgage broker
We're more than masters of mortgages. Here are 7 non-financial reasons why it's important to have a broker like me on your side.