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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    Did the new year renew your clients' property ambitions?

    What a difference a year makes. When we reflect on housing and lending in 2019 there is a theme of uncertainty. The property market took a downward turn, and financial institutions got hauled before the public to explain a myriad of practices that subsequently caused the regulator to impose stricter rules on investor and interest-only loans. The confluence of these two factors injected concern into the minds of buyers and borrowers. But much has changed since then and subsequently borrower sentiment and determination to enter the market has re-emerged.

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    Help more clients turn their financial resolutions to reality

    ​I get an influx of clients with optimism and determination booking appointments at the start of every year. They plan to buy an investment property, or set up their children with their first property, and couples start getting serious about the first home purchase. You likely get the same sort of enquiry at the beginning of every year. Clients who have had time to reflect and plan over the festive break, and come back in January with goals. Research shows that around half of us make a New Year's resolution but only 12 per cent stick to it.

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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?