99 Orange Street
Bentleigh East VIC
Phone 03 9029 0224
Book Complimentary Appointment
20 Minute No Obligation Chat
APPLYING FOR FINANCE CAN BE CONFUSING


But it doesn't have to be.
I help you understand the different mortgage & finance options available to suit your needs.
Lending solutions for individuals, companies, trust and other tax structures.

Getting Loan Ready
Tailored support packages to build your confidence and achieve your financial goals.
If you are about to start saving, or already in the process of saving and want to increase your savings faster.
# Budget Starter
# Budget Check In
# One on One Money Coaching
Not sure what you need call me to discuss

Buying A Property
Finding your ideal property can be difficult enough, add to that the uncertainty of a loan approval.
I guide my clients on the journey to property ownership and conduct many pre checks to ensure loan applications are smooth and successful .
# Residential Property
# Commercial Property
# SMSF

Loan Refinance
Sometimes you just need to access equity in your property for personal and/ or business use. And a loan refinance provides the easiest solution.
Or, if your loan is over 2 years old, or with an interest rate over 3% you might find it is a bit stale and needs a refresh.
# Loan Check Up
Download "Your Home Loan Refinance Guide"
Book your complimentary 20 minute chat

Business Loans
Business lending needs vary.
It can be a straight property purchase to operate your business from or perhaps storage.
Or sometimes the lending need is smaller but will help you manage cashflow.
Any of the following will free up your cashflow to build your future growth
# cashflow funding
# debtor book
# insurance premium funding
# equipment finance
As a business owner your time should be focused on what you are good at - running your business.
Let someone else work out your lending solution.

Medical & Allied Health Providers
As a medical or allied health professional your business needs are different and so are your business financials.
We have access to many finance companies including Medfin to assist in your business needs.
From premise fit out, to business use motor vehicles and equipment finance, we are experienced in offering solutions.