We have extensive experience in $2-40 million complex lending strategy with high net-worth individuals to help get them to the next level. We work with people who are on this journey, or who are just starting out with their first property.
As we have experience in the specific needs of lawyers, accountants, doctors and the medical professionals, many of our clients come from these industries. However, we do have a range of clients around Australia, from a variety of backgrounds and levels of investment, from people buying their first property to those with a complex portfolio.
WHAT WE STAND FOR
At the core of our delivery is a belief in the importance of transparency, honesty and integrity. We promise to work in your best interests, and offer a goal-oriented, holistic and strategic approach. We are genuinely passionate about empowering you to feel in control of your financial decisions.
“I don’t see us as selling a product. We are providing education, support and guidance to achieve the desired outcome.” – Sarah
WHO WE ARE
We are an award-winning small team headed up by Director Sarah Fallon. We offer strategic lending advice to assist with property purchases, loan reviews, loan restructures and refinance. We are proud of the feedback we receive: Our clients regularly comment on our outstanding knowledge and expertise, care and attention, and strategic approach.