About Us

I understand that none of us are taught finance in school and so having a meeting with a bank or a finance broker can be a confusing and challenging time. My role is to untangle all of the jargon and make the process simple and understandable for my clients.

In this way my clients feel part of the process and understand exactly how their finances are set up and how it benefits them.

I don’t work out of a garage. I have a professional team working from an office in Port Melbourne including 9 brokers and staff, that are trained to take care of our client’s every need. In particular, our processing team operates like as “your own personal assistant” and is available to take care of any queries you may have whether it be before or after settlement.

My testimonials provide an insight as to how my clients feel about their finance experience played out for them and their families.