About us
A new firm and a new way of thinking, The Finance Brokers was established as a commercial finance and advisory firm, seeing the need for personal and business owners to get value from their financing and borrowing arrangements.
As non-traditional mortgage brokers, we are not tied to one lender, and will find the best option for you.
For business owners, The Finance Brokers was established as we saw a gap between traditional finance brokerage services and business advisory, all too often the broker wouldn’t talk to the advisors throughout the lending process. As part of a commercial advisory firm, we assist you in optimising your financial strategies and securing the best financial outcomes for your business. No matter your business stage—whether you’re thriving, just starting out, or in need of a helping hand—we’re here to help.
Our process is what we pride ourselves on; we are unashamedly different in our approach. We provide tailored advice and are happy to work with you to find practical financial solutions, no matter the challenge.
Our Team
One of the founding partners of the firm, Steve recently joined from BOQ. Steve has over 20 year in commercial lending, residential lending and financial planning and bring a wealth of experience to the team. Steve enjoys a cycle and exploring the world in the back of his combi van.
Principal Consultant
Pete specialises in rural advisory, cash flow and business planning and has recently joined The Finance Brokers as a Principal Consultant. Father to three children and often found on the tennis court or coaching kids sport, Pete is a stalwart of the Young community.
Bud is our remote business development consultant. A licensed real estate agent amongst his many skills, Bud will help you analyse your options and focus on solutions.
Generally the first person you will speak to, James is our business development manager and core to understanding your financial position. James has a passion for finding solutions to the most difficult problems.
Process
We offer a free first meeting. We ask a few questions prior to make the most out of this meeting and will introduce you to the team members you will be working with.
Prior to our first engagement we will access your financial position, this helps us better support you. We will quote to complete our work.
Preparing your finances for a finance broker involves gathering essential documents, such as income statements, credit reports, and bank statements, to showcase your financial health. Organise your debts, assets, and expenses for a clear overview. If you are behind in your lodgements we will assist in getting these caught up.
The process begins with you to understand their financial needs, goals, and preferences. Following this, our finance broker conducts thorough market research to analyse available financial products and lenders, identifying your best option.
Guesswork
Embark on a tailored financial journey with The Finance Brokers, designed specifically for your unique financing needs. Our streamlined four-step process begins with a complimentary consultation to understand your goals and assess the best fit for your financial needs and aspirations. We then conduct a thorough review of your financial profile, understand your needs and then invest time in structuring the best financing options during this critical phase. With clear communication and an appreciation for commercial outcomes we prioritise your success by delivering certainty and accountability every step of the way.
FAQ: What Banks Look for in Your Loan Application Applying for a loan, whether for a home, investment, business, or personal use, requires careful preparation.
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The Finance Brokers is a Solutions Group Company.
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