Across Geelong & Western Victoria

Supporting a range of individuals and businesses across a range of financial service needs.

We also work with a range of accountants & advisers, understanding the more complex structures and scenarios. We have a strong knowledge of the region, where we have supported funding and business advisory arrangements.

This includes prominent leisure assets (Pubs, Hotels, Caravan Parks, Sporting Clubs), professional services, medical, building & construction.

The Team

With a team with diverse backgrounds in money and banking matters, contact us to discuss financing Property, Business, Equipment. We also provide support for Financial Planning, Insurance or legal issues throughout our network.

Blog

We discuss topical financial matters that might be relevant for you. Follow the conversation.

Melbourne BENDIGO GEELONG Ivanhoe Brisbane

Interest Rate News

  • 01/09/2020

Interest Rates & Economic Updates

READ MORE

Reverse Mortgages & Equity…

  • 31/07/2020

Reverse Mortgages or Equity Share - The Right Option?

READ MORE

Too old for Debt?

  • 19/07/2020

Are you ever too old to have a Mortgage?

READ MORE

Open Banking Live

  • 03/07/2020

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

READ MORE

Best Interests Duty

  • 29/06/2020

Best Interests Duty. Changes ahead for the mortgage industry.

READ MORE

Offset & Redraw

  • 03/05/2020

How do Mortgage Offset & Redraw facilities really work?

READ MORE

Mortgage Inquiry

  • 27/04/2020

ACCC Mortgage Pricing Inquiry

READ MORE

Tax Incentives - Equipment

  • 26/04/2020

The instant asset write-off scheme has been extended and increased.

READ MORE

Household Finances

  • 20/04/2020

Building the Household Balance Sheet.

READ MORE

Planning for Year End

  • 10/04/2020

Tips for preparing for Financial Year End.

READ MORE

Fixed Interest Rates

  • 02/04/2020

The dilemma of whether to fix interest rates.

READ MORE

Financial Uncertainty

  • 17/03/2020

2020 - Dealing with Financial Uncertainty.

READ MORE

Commercial Property Investments –…

  • 02/03/2020

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

READ MORE

Developing Property

  • 02/02/2020

There are many considerations when developing property.

READ MORE

Responsible Lending

  • 09/12/2019

Reg Guide 209 talks about Responsible lending guidelines.

READ MORE

Afterpay Explained

  • 01/11/2019

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

READ MORE

First Home Loan Deposit…

  • 29/10/2019

First Home Support

READ MORE

Five C's of Credit

  • 30/09/2019

Credit C's?

READ MORE

Banking Innovation

  • 25/09/2019

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

READ MORE

What is my Business…

  • 31/08/2019

Valuing a Business

READ MORE

Loan Assessment Updates

  • 25/08/2019

Best Interests Duty

READ MORE

Banking Code of Practice

  • 26/06/2019

More borrower protection, but more red tape.

READ MORE

Super & Self-Employment

  • 02/05/2019

Super for Self-Employed?

READ MORE

Fixed Interest Rates

  • 01/05/2019

When borrowing, you might consider fixed interest rates.

READ MORE

Finance in the future

  • 09/04/2019

Trends for the Finance Industry

READ MORE

Case for Optimism.

  • 08/04/2019

Credit Opening Up.

READ MORE

Geelong expands team

  • 11/03/2019

Welcome Bradley Walker

READ MORE

Economic Insights

  • 11/03/2019

The Economy - 2019

READ MORE

Funding Business Growth

  • 19/02/2019

Is your business funded properly for growth?

READ MORE

Broking Valuations

  • 11/02/2019

What is a Finance Broking Business worth post RC?

READ MORE

Royal Commission Update

  • 04/02/2019

Updates from the 2018 Royal Commission.

READ MORE

Mortgage Anarchy in the…

  • 10/12/2018

What we can learn from the UK Mortgage Market.

READ MORE

RC & Broking

  • 28/11/2018

The Royal Commission & the Mortgage Broking Industry.

READ MORE

Medical Practitioners & Finance

  • 26/11/2018

The finance market for the medical industry.

READ MORE

SMSF Lending

  • 06/08/2018

READ MORE

ATO Problems?

  • 06/08/2018

Staying away from the ATO.

READ MORE

Property Matters 2018

  • 02/07/2018

Property data for dwellings confirms level off.

READ MORE

P&I or Interest Only?

  • 15/06/2018

The future for Interest Only lending is limited.

READ MORE

Debt to Income Ratios

  • 11/06/2018

What are Debt to Income Ratios?

READ MORE

Pubs, Clubs, Caravan Parks

  • 11/06/2018

Leisure Assets such as Pubs, Clubs & Caravan Parks are part of…

READ MORE

Funding Business Assets

  • 07/05/2018

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

READ MORE

Good Money Habits.

  • 02/05/2018

Tips to better manage money. For all Ages.

READ MORE

Advice for First Home…

  • 05/03/2018

Tips for Buying that First Home.

READ MORE

Options for Business Growth

  • 21/12/2017

In Business? Not sure of next steps?

READ MORE

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