Home Loans and Investment Loans


Borrow at the right time and in the right way


Unlike when you approach a single bank, we have access to hundreds of loans across different lenders, which allows us to guide you through the purchasing or refinancing process and find the most suitable loan for your circumstances.

Our strong relationship with lenders helps us negotiate the best possible terms on your behalf.

How much could I borrow?

Contact us for a free loan assessment today.


Understanding your situation

Buying a new home, releasing equity, or even buying an investment property can all enhance your quality of life as well as your wealth.

As your financial planner, we will be able to look across the whole of your wealth management strategy to help you decide when is the right time to refer you to our in-house mortgage broker to discuss borrowing new money or refinancing existing loans. 

Once agreed, we can then discuss with you the best way of structuring the borrowing relative to your income, your age and the purpose for which you are taking the loan out.

How we can help

We’ll help you work out how much you can borrow against your property and relative to your circumstances using our knowledge of different lenders’ policies. 

We can explain your options in detail, including how the loans work and what they are likely to cost. Then, when we’re agreed on the best choices, we’ll package your requirements and present them to the right lender or lenders on our panel. 

Because we know each lender’s policy in detail, we avoid wasting time by applying to the wrong ones.

We make the application process easy and will handle all correspondence with the lender on your behalf.


Do you need help with arranging a loan for a home or investment property?

Speak to a specialist today.

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What you need to know about property investing in your self managed super fund SMSF
What you need to know about property investing in your self-managed super fund (SMSF)

What you need to know about property investing in your self-managed super fund (SMSF)

"We want to eventually retire to the coast so we will buy a property in our self-managed superfund and rent it out in the meantime. The value of the property will rise over time and when we’re ready to retire we’ll just move in.”  We’ve heard this statement many...