You’re here because you want to put a face to a name, or maybe just for some ‘professional stalking’. And we get it, because you need to know who you’re working with. In fact, we’d do the same.
Whatever the reason you’re here, we’re glad you are because we’d love to help make your dreams a reality:
Principal Mortgage Broker
In my experience, most people don’t even like thinking about finding finance for a home, car or assets. That’s one of the reasons I love what I do: because I get to change that by making it easy and fun for them. Then I’m a part of them achieving their dream of owning a home or car, or buying equipment to grow their business.
I’ve spent more than 15 years in the finance industry and have helped hundreds of people secure finance for homes, cars and assets by writing over $500 million worth of loans. Our multi-award-winning family-owned local business continues to grow because we care about making your dreams a reality.
I’ve always been passionate about property. I especially get a kick out of helping people with finance so they can purchase or build their first home, second home, investment property or even grow their property portfolio.
I am a people person and thrive on building and maintaining great relationships with my clients. It’s extremely rewarding to assist people like you to achieve your financial goals. In fact, I’m known around the office for often being more excited about a property settlement than my clients are!
Whether you are a first home buyer, property investor, building your dream home or just looking for the best loan, I provide tailored solutions that save you money and find a structure that suits your needs.
Asset and Equipment Finance Manager
I have worked in the business for over six years and have transitioned from an ‘all-rounder’ to Client Service Manager and now Asset & Equipment Finance Manager. Probably the best part of my job is making that call to tell our clients that the loan for their car, boat, caravan or equipment has settled and funds are on their way. That’s after I make it super-fast and easy for them to get it all approved. I especially love receiving a photo from my clients of their new wheels :-).
Client Service Manager
With over 40 years of experience in the finance industry, what I love most is helping clients to reach their goals. That can be anything from being able to purchase the property of their dreams, to making their financial life easier to deal with.
I work with our clients every day to maintain open communication with them so they’re up to date on their loan(s). That means providing regular feedback throughout the application process, right up to settlement and continuing throughout the lifetime of their loan.
Commitment to our clients is my number one priority: if you’re happy, I’m happy!
Customer Service Manager
Sometimes loan paperwork can be tricky and complex, so I really enjoy helping our clients by making it easy for them. From application to settlement, I take care of the loan submission process with lenders.
One of my favourite parts of my role is calling clients and letting them know their loan is approved. It’s especially exciting when it’s a first home buyer or someone purchasing a home, because I love to see our clients achieve their goals.
Rebecca (Becky) Martin
Customer Service Manager / Receptionist
As the receptionist, I’m usually the first person you’ll speak to when you call. I also assist the brokers and liaise with the banks to make sure we’re delivering the best possible service to our clients.
What I love most about my job is working with clients to help them achieve their goals and dreams. I love being part of the team – it’s such a fun place to work.
Went the extra mile to ensure that the process was smooth “My home loan has just settled!!! I can highly recommend Jason (and Belinda) to help you...... Read More
Went above and beyond in regards to working around my busy schedule “I was referred to Jason and I’ve had nothing but a great experience. He and the...... Read More
He pushed everything through super quickly for us “We couldn’t fault Jason’s service. He pushed everything through super quickly for us as we didn’t...... Read More
Found the right car loan for me and managed the process effortlessly “Yet again, Jason, Evi and the team have nailed it. They found the right car...... Read More
Jason and Keiron were amazing helping us get through the purchase of our home “Jason and Keiron were amazing helping us get through the purchase of...... Read More
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