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 Rates & The…

  • 04/11/2019

Follow the trends in Interest Rates.

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Afterpay Explained

  • 01/11/2019

Afterpay.

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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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Reverse Mortgages

  • 01/09/2019

Reverse Mortgages Explained

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What is my Business…

  • 31/08/2019

Valuing a Business

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Best Interests Duty

  • 28/08/2019

Best Interests Duty - Draft Bill

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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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Tax Incentives - Equipment

  • 28/05/2019

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

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Financial Year End

  • 22/05/2019

Tips for preparing for Financial Year End.

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Fixed Interest Rates

  • 15/05/2019

The dilemma of whether to fix interest rates.

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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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Geelong expands team

  • 11/03/2019

Welcome Bradley Walker

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Economic Insights

  • 11/03/2019

The Economy - 2019

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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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Pubs, Clubs, Caravan Parks

  • 11/06/2018

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

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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