mortgage brokers

for the ambitious professional

Fund your homes and investments with expertly crafted strategies and negotiated solutions whilst saving precious time.

what we offer

your expert team of finance and mortgage brokers, here to help make your goals a reality

Home Loans

Refinance Loans

Medical Sector Finance

Commercial and Business Loans

Car Loans and Asset Finance

who we are

FOUNDED BY
DR. LISA BRIDGETT
IN MARCH 2017

We serve successful professionals and business owners with tailored finance solutions with the aim of delivering a service experience that surpasses industry norms.

With two decades of expertise, our team understands the importance of time and the demands of high-income clients. We understand the specifics of how income is earned for the medical, legal, and fintech specialists. We meticulously approach each client’s situation and are relentless in finding and negotiating the right solutions. We know what it takes to secure approval for substantial loans and navigate complex situations and income sources.

Our service goes beyond transactions, we not only look to meet immediate needs but also to enhance lifestyles and support ongoing wealth-building endeavors.

PhD – Doctorate in
BIOMECHANICS
Bachelor of
HUMAN MOVEMENT
STUDIES (Honours 1 A)
Diploma in
PROJECT MANAGEMENT
Diploma in
BUSINESS MANAGEMENT
Diploma in
FINANCE AND
MORTGAGE BROKING

why choose us

CHALLENGING YOU
TO GROW

We will meet with you every year – or more often if you prefer – and get you thinking about both your short and long term goals. We can be sure to work these into our recommendations and strategies for your growth.

SAVING YOU
VALUABLE TIME

We get it, you're busy and don’t have the time to stay on top of your finances. We do all the research, analysis and paperwork for you, and will manage your entire application from the beginning to post settlement.

COMPLEX LOAN
SPECIALISTS

We will listen to you and your needs and we will take the time to ensure we deliver on them. We'll go through your actual expenses and ensure that you can afford what the funder will give you. Trust us to look after you.

INTELLIGENT CUSTOMER EXPERIENCE

Smart tech that takes every client on a well-defined and seamless journey from application to settlement and beyond

20 + YEARS EXPERIENCE

in Finance, Leadership and Research, with over 8 years in Mortgage broking.

SPECIALIST SERVING HIGHLY SUCCESSFUL PROFESSIONALS

with demanding careers, complex income structures and larger loan size requirements

SOMEONE SAY PHD?!

Our principal is PhD qualified giving her unparalleled problem-solving skills. She is backed by a team of equally smart people, trained in research.

We will save you precious time and
overcome the issues of funding your homes and investments
with expertly crafted and negotiated solutions, enhancing your experience throughout your wealth creating journey.
strong relationships with an
impressive range of lenders
what our clients say