The Team
Meet the Experts Behind Your Financial Success
We’re not just loan consultants — we’re trusted advisors and problem-solvers, backed by a network of expert partners across finance, tax, and property. With deep experience in lending strategy, investments, and business finance, we collaborate to ensure every recommendation supports your long-term goals. Together with our partners, we help you make confident, future-focused financial decisions that go beyond the loan.
Clarity.
Strategy. Growth. Empowerment.
Meet our team
Meet Our Expert Team
Mia van Baar
Director
Emma
Loan Strategy Specialist
Our Testimonial
Client Success Stories - Real Results, Real Impact
"Partnering was the best decision we made for our business. As a growing enterprise, we faced numerous financial challenges – from cash flow management to long-term investment strategies. The team not only listened to our concerns but also provided us with a personalized roadmap that addressed each of our needs. Thanks to their expert guidance, we’ve seen a remarkable improvement in our financial planning, leading to steady growth and increased profitability. Their professionalism, knowledge, and dedication to our success have made them an indispensable part of our journey. We highly recommend their services to any business looking for reliable and strategic financial consulting."
– Samantha W.
Career
Build Your Future With Us
Financial Consultant
Help clients navigate complex financial decisions with confidence. You'll provide tailored investment strategies, retirement planning, and risk management advice.
Full-Time | On-Site
Client Relationship Manager
Be the trusted link between our firm and our clients. This role focuses on client onboarding, satisfaction, and long-term engagement with our financial solutions.
Full-Time | Hybrid
Research & Strategy Analyst
Dive into data, market trends, and financial modeling to support high-impact decision-making across client portfolios and internal strategy.
Part-Time | Remote
1. What services do you offer?
We provide a range of lending services and strategies, and our hand selected partners provide further assistance with investment planning, retirement strategies, tax optimisation, business advisory, and wealth management.
2. Who are your typical clients?
Our clients range from individuals and families to small businesses and corporate firms looking for expert lending guidance and long-term planning.
3. How do I get started with your services?
Getting started is simple. Just book a free consultation through our website, and one of our team members will reach out to understand your needs and guide you forward.
4. Are your loan consultations confidential?
Absolutely. We follow strict confidentiality protocols and industry standards to ensure your financial data and discussions remain completely secure.
5. Do you offer customised lending plans?
Yes, all our loan strategies are tailored to your specific goals, financial situation, and risk tolerance. No one-size-fits-all here.
6. How do you charge for your services?
We do not charge for our services, we are paid once the loan is settled, however our partners offer both hourly consulting and retainer-based pricing, depending on the nature of the engagement. All fees are discussed transparently before we begin.
7. Can I work with you remotely?
Yes! We offer virtual consultations and ongoing remote support, so you can access expert guidance from anywhere.
Learn How to Make Your Money Work Smarter
Discover how building financial literacy can strengthen your position and set you up for long-term success. In our session, we’ll break down practical wealth-building techniques and share real-world strategies across property, investing, lending, and tax—giving you the knowledge and confidence to take control of your finances, no matter where you're starting from.
We are committed to helping you achieve financial success with expert guidance and tailored solutions. Let’s work together to build a secure and prosperous future. Contact us today to start your financial journey.
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ABN-62213831884 Australian Credit Licence -384324 Australian Credit Reference -545975