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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    Goal setting vs goal kicking: five ways to win in 2020

    It’s a new year! So, you’re going to be thinking about how you want this year to be an improvement on the last. I have some home truths for you. Some things you need to hear. Half of us in Australia set new year’s resolutions, but only 12 per cent of us stick to them. So, as a valued client of mine, I want you to know how to not just goal SET for 2020, but how to follow through and KICK goals too. We’re going to do this. You ready?

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    The best thing to do while the property market naps..

    ​Like most of us after a hefty ham and prawn feast on Christmas day, the property market tends to enjoy a nap during the festive season. That is to say that agent and seller activity goes a bit quiet during December and into January. Ironically, both the big property portals report that January is one of the most popular times for buyers to browse online. So if you start dreaming about buying property in 2020, here’s what you should do over festive break.

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    Don’t dig yourself a Christmas debt

    I read recently that the average gift spend at Christmas time is over $500. Then I researched the food bill per person (and let’s be honest, the host get stuck with the lion’s share of costs) and it’s $122 for food and $131 for drinks. But for many of us, we spend a whole lot more and to be fair, it’s easy to get carried away buying gifts. So here are some quick financial survival tips.