Experts in Regional Victoria

With the local experience combined with the support of head office, we can provide solutions for a range of financial service matters from first home buyers to large farming assets.

Conveniently located in the heart of the Bendigo CBD, we also service a range of other towns in Victoria including Shepparton and Echuca.

The Team

With a team with diverse backgrounds in money and banking advisory matters, contact any of us to start a conversation on financing property, business or equipment.

Blog

We like to start a conversation on topical financial matters that might be relevant for you. Join us here.

Melbourne BENDIGO GEELONG Ivanhoe Brisbane

Interest Rate News

  • 01/09/2020

Interest Rates & Economic Updates

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Asset Finance

  • 05/08/2020

Options for Asset Finance Structuring

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Reverse Mortgages & Equity…

  • 31/07/2020

Reverse Mortgages or Equity Share - The Right Option?

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Too old for Debt?

  • 19/07/2020

Are you ever too old to have a Mortgage?

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Open Banking Live

  • 03/07/2020

Open Banking and banking innovation. What is it and why its relevant.

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Best Interests Duty

  • 29/06/2020

Best Interests Duty. Changes ahead for the mortgage industry.

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Offset & Redraw

  • 03/05/2020

How do Mortgage Offset & Redraw facilities really work?

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Mortgage Inquiry

  • 27/04/2020

ACCC Mortgage Pricing Inquiry

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Tax Incentives - Equipment

  • 27/04/2020

Tax incentives for Business equipment purchasers.

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Household Finances

  • 20/04/2020

Building the Household Balance Sheet.

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Planning for Year End

  • 10/04/2020

Tips for preparing for Financial Year End.

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Fixed Interest Rates

  • 02/04/2020

The dilemma of whether to fix interest rates.

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Financial Uncertainty

  • 17/03/2020

2020 - Dealing with Financial Uncertainty.

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Commercial Property Investments –…

  • 02/03/2020

Commercial Property Investing – You need to know about "The WALE".

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Developing Property

  • 02/02/2020

There are many considerations when developing property.

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Responsible Lending

  • 09/12/2019

Reg Guide 209 talks about Responsible lending guidelines.

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Afterpay Explained

  • 01/11/2019

Afterpay. Another "buy now and pay later" facility.

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First Home Loan Deposit…

  • 29/10/2019

First Home Support

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Five C's of Credit

  • 30/09/2019

Credit C's?

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Banking Innovation

  • 25/09/2019

Borrowed money lately?  You may have heard about credit scoring in the context…

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What is my Business…

  • 31/08/2019

Valuing a Business

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Loan Assessment Updates

  • 25/08/2019

Best Interests Duty

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Banking Code of Practice

  • 26/06/2019

More borrower protection, but more red tape.

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Super & Self-Employment

  • 02/05/2019

Super for Self-Employed?

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Fixed Interest Rates

  • 01/05/2019

When borrowing, you might consider fixed interest rates.

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Finance in the future

  • 09/04/2019

Trends for the Finance Industry

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Case for Optimism.

  • 08/04/2019

Credit Opening Up.

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Funding Business Growth

  • 19/02/2019

Is your business funded properly for growth?

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Broking Valuations

  • 11/02/2019

What is a Finance Broking Business worth post RC?

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Royal Commission Update

  • 04/02/2019

Updates from the 2018 Royal Commission.

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Mortgage Anarchy in the…

  • 10/12/2018

What we can learn from the UK Mortgage Market.

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RC & Broking

  • 28/11/2018

The Royal Commission & the Mortgage Broking Industry.

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Medical Practitioners & Finance

  • 26/11/2018

The finance market for the medical industry.

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SMSF Lending

  • 06/08/2018

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ATO Problems?

  • 06/08/2018

Staying away from the ATO.

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Property Matters 2018

  • 02/07/2018

Property data for dwellings confirms level off.

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P&I or Interest Only?

  • 15/06/2018

The future for Interest Only lending is limited.

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Debt to Income Ratios

  • 11/06/2018

What are Debt to Income Ratios?

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Funding Business Assets

  • 07/05/2018

Have or seek business finance? Make sure you have the right stuff.

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Good Money Habits.

  • 02/05/2018

Tips to better manage money. For all Ages.

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Advice for First Home…

  • 05/03/2018

Tips for Buying that First Home.

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Options for Business Growth

  • 21/12/2017

In Business? Not sure of next steps?

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Financial Services

We support you Dealing In or Protecting your money, property, mortgages, finance & banking.  Our team includes people with lots of relevant banking, accounting and money experience to share.

Contact Us

Corporate Office

Level 6, 575 Bourke Street Melbourne VIC 3000

Telephone Details

P: (03) 9620 2001
F: (03) 9620 2002