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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    How I can help your clients during this time of uncertainty

    In the midst of all of this uncertainty and chaos, I wanted to share that my business is covid-capable, and isolation-enabled. That is to say, it’s business-as-usual and if your clients need me, I am here.

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    Is March a buyer’s month? To delay or act, that is the question

    ​I’ve read plenty over the years about the “best time to sell” for homeowners in Australia, and that got me thinking. When’s the best time for buyers? When is the market less competitive on the bidder-front? When are prices likely to be more affordable? And how much does supply of real estate stock play a part? Is there such a thing as a buyer’s month? Turns out there is. And it’s probably now.

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    We’re starting later, it’s costing more - is the property dream unreachable in 2020?

    Once upon a time, let’s call it the 80s, the average Australian would buy their first home at the age of 24. Here we are, three decades later, and buying property doesn’t occur until we’re 35. Why is that? Is it thanks to the price of housing in our popular cities, and the militant discipline required to save a gigantic deposit? Or is it that we’ve decided to ‘live a little’ in our twenties, choosing renting and share-housing over striving to attain our first property asset? And is property still the asset class it used to be? Let’s discuss.