Money focused truly on you

Licenced, Experienced and Caring Home Loan, Investment Lending and Commercial Finance Professionals

Truly Finance Trio!

We’re dads making a difference!

View our Professional Histories on Linkedin:

James BrettLinkedIn (middle, Principal)

Victor SimoneLinkedIn (left, Mortgage and Finance Broker)

Andrew O’Brien – LinkedIn (Mortgage and Finance Broker)

We do "Hard Yards" for clients!

Free Service

Were in this to negotiate on your behalf and uncover the most appropriate lender for you - at no cost!
(We're paid by the lenders)

Your Best Interests

From a legal obligation, to our own moral and ethical values, we act first in your best interests - not in our own

We're Award Winning

James is one of the most awarded professionals nationally in this industry. Credentials can be viewed on LinkedIn and testament to service

Some of our Financial Services

We're with you, all the way!

1. First Catch Up

Together we’ll discover your needs, by talking through some figures – you can complete this digitally – for ease!

2. Negotiate & Analyse

The true leg work begins here. We review, research and negotiate with some selected lenders, custom to you.

3. You Choose

We’ll prepare a shortlist and present to you at least 3 lender’s products, for you to select. Again, in person or virtually.

4. Send Your Application

Now, we’ll get cracking to push your application & documents to your selected lender – keeping you updated all along the way.

5. You're Approved!

Yaahooo!!!! We support signing and returning the contracts to the lender, then booking your settlement.

6. Settlement & Beyond

We spend time so you understand everything. And then, ongoing communication with you to review your circumstances into the future – making sure you’ve still got a great deal!

We're A Bit Social

Some Client reviews!

Let's Talk

 

Thanks to the digital era, our meetings can take place virtually!

However, we’d absolutely love to sit down and talk to you about you and your financial goals.

Blog Posts, Articles and Info

Latest Books We Read!

 Doing holiday reading??? Until I had kids, I didn’t do much reading since I was a kid. It’s a terrific habit though. Now, I tell

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Truly In The Press

 SALE SALE SALE  I was asked to provide commentary for MPA – Mortgage Professional Australia – about consumers saving by shopping in sales, holiday spending

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3rd Investment Property!

 CONGRATULATIONS to our client on settling his 3rd Investment Property purchase this year! Absolutely getting it done! We often work with professional Buyers Agents, because

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Disposable Income – DROP

“PRESENCE NOT PRESENTS” (less buying + more human connection)  We love this quote and popped it in our client email last week. It’s an appropriate

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Some Lenders We Negotiate With!