How we can help

Are you looking to purchase your first home, or next investment property, but want to be sure of the risks and benefits of your choices?

Perhaps you are struggling with questions like:

  • How much can I borrow?
  • What is my minimum deposit?
  • Which loan is right for me?
  • Do I need a pre-approval?
  • Should I diversify lenders?
  • What are the risks of my current loan structures and what can I do to remedy it?
  • What are the long-term implications of my loan strategy?

In order to avoid major problems down the track, your loans need to be structured appropriately from the beginning. We see part of our role as informing people about the implications of the decisions they make NOW.

Read our article, 7 Fatal Mistakes When Choosing a Broker



  • Our priority is to empower you to take control of your financial well-being.
  • Your loans will be structured in line with your overall financial goals.
  • You get the benefit of professional guidance to assist you in comparing the market. Working with 32 lenders, we save you time and money, and we eliminate the stress of making the wrong decision.
  • We handle the process of property purchase right through to settlement.
  • Pro-active support and guidance for the duration of the loan. We are here for you.

With so much information available, it is critical to have someone support you through the process. By engaging an expert to guide you through your options, you will cut through the noise and prioritise loan features and requirements suitable to your personal circumstances and overall financial goals.

A message from our Director, Sarah Fallon

A comment we often hear from clients about their previous experiences with other brokers or the banks is that they don’t understand why a loan was selected for them, or they don’t know how it works. There is so much more to selecting a loan than just the interest rate and filling out paperwork!

We’ll show you the rationale behind your loan options. Our approach is relationship-based – it’s not about one transaction, but looking at the whole proposition, and even referring you to business partners and professionals we trust. Our goal is to make sure you have access to a full scope of advice, in line with what are you trying to achieve overall, and in the long term.

I love to hear clients say that they now understand their financial position and feel empowered and confident to make decisions that affect their financial well-being. I hope we can help you achieve the same.


We provide complimentary* mortgage broking service, working with over 32 lenders ensuring loans are structured in line with your short, medium and long term goals.

We assist with the following scenarios:

  • Home Loans – property purchases and refinance
  • Business Loans – commercial property purchase and refinance
  • Self-Managed Super Fund Lending
Strategic Loan Review – interest rate and loan structure
  • Assessment of available equity and maximum borrowing capacity
  • Handling the application process and paperwork all the way to settlement

This includes:

  • Compiling loan applications and assisting in selecting the most appropriate lender
  • Processing of loan applications, and follow through to approval
  • Resolving issues that clients have with their existing loans
  • Ongoing Support & Annual Reviews


  • Our services are generally free of charge – we get paid by the lender when we settle a transaction

*A fee may be applicable if the transaction is very complex, however the original consult is always $0