About Us

Let us help you achieve your property dream

With over 20 years in the finance industry Simon has a wealth of experience, here’s where it all started....

Simon’s banking career commenced in the 90’s when he joined the State Bank of Victoria (later merged with the Commonwealth Bank).  He started as a Bank Teller, moved into Customer Service, Administration, and spent time in the Bank’s Operation Centres.

Simon’s career changed direction when he was given the opportunity to move into recruitment.  He recruited staff across Finance, IT, industrial & other commercial sectors.

One day, Simon and his wife met with a Mortgage Broker to arrange their loan. When the Broker left, Simon looked at his wife and said “I want his job”.  

That was 20 years ago, and he hasn’t looked back since.

Why choose Simon to help you?

With more than 20 years banking and finance experience, I understand your home loan needs are unique to only you. What suits your friend or neighbour may not suit your individual circumstances. 

I am experienced, qualified and accredited with a number of different lenders, including the big banks, and are able to provide a lending facility to meet your needs. 

Using the services of an experienced mortgage broker means you don't have to go from bank to bank and compare loans yourself. We do all that for you. 

While looking at your initial needs, we also demonstrate and choose a lender to suit your requirements now, while taking into account your needs for the future. In a few years, you may look to upgrade your home, or buy an investment property. We fully assess and arrange the right loan and structure now, to make it easier when your requirements change down the track. When required, we liaise with your Accountant or Financial Planner to ensure they are satisfied our advice matches their investment strategies.

Isn't it stressful dealing with the banks?

Applying for a loan and dealing with banks can be very stressful. That’s why we do it for you. We deal with the banks day in and day out, and do what we can to take the stress away from you. Your local Bank branch may change staff regularly, which means the person you have been speaking to about your application may be away sick one day or change branches and other staff may not be aware of your application in progress and may even not know that you have applied for a loan. Using our services means you speak with us. We work hard so you don’t have to.

We can assist with

  • Home & Investment Property Loans
  • Refinance & Debt Consolidation
  • First Home Buyers
  • Self Employed
  • Construction Loans
  • Vehicle and equipment finance

We are still available after settlement

We are here to assist, even after the loan has settled. Not sure when your first repayment is due? Or perhaps you want to change your account for repayments but not sure how. We are happy to help – and if we can do it for you we will. 

Don’t live in Melbourne?

That’s OK. Although we enjoy meeting our clients face to face, we can assist even if you don’t reside locally. With modern technology at our disposal (Smartphones, Email, Zoom, FaceTime - the list goes on...) we can assist with your finance needs regardless of where you live.