Family Offices
We have a track record helping high-net-worth families.

Rated 5 from 5 Reviews
We have a track record helping high-net-worth families.
Rated 5 from 5 Reviews
We have extensive experience working with family offices and are adept at addressing the sophisticated financial needs of high-net-worth families. Our deep understanding of complex financial structures, family office dynamics and investment goals enables us to deliver a seamless process for securing optimal financing, managing significant property investments and achieving strategic financial objectives.
KT
Kent Taylor
I was introduced to Adam after already having discussions with another broker. I shared my requirements with him, and within 24 hours, he secured a much better offer that will save me tens of thousands of dollars. On top of that, I had a tight settlement deadline over the holiday break, and Adam handled the time-sensitive challenges seamlessly, ensuring everything was completed on time. I highly recommend Adam!
FC
Francesco Calabria
Adam was incredibly helpful in securing the right mortgage for me. He was attentive and kept me updated on every development, skillfully navigating through several obstacles. Beyond the mortgage, Adam offered valuable insights into my financial situation, demonstrating his sharp understanding. I highly recommend Adam without hesitation.
BC
Bill Castellas
If you're looking for a trusted professional for Australian mortgages, please contact Adam. I've personally known and worked with Adam since 2008. In 2010, as Regional Executive Manager at Commonwealth Private Bank (Asia), Adam joined my team and immediately showcased his unique strengths: listening, understanding, earning clients' trust, and extensive lending knowledge. If you need a reliable and knowledgeable mortgage broker, who will prove to be more your financial ally than just your broker, look no further than Adam.
We can help with Home and Investment Loans, Commercial Property Loans, Business Loans, Construction Loans and much more. If you're looking to borrow to buy something, we can probably help.
Mortgage Brokers are there to help you find the right loan whether it be from the major banks, smaller lenders or other sources. We have a broad range of products (more than any single lender can offer) which means we can do all the legwork to find the right loan for you. We save you time and effort, provide better access to lenders and negotiate better interest rates and fees on your behalf. Our service generally comes at no cost to you as we are typically paid by the lender upon the settlement of the loan.
All of our Mortgage Brokers are accredited and members of the Finance Brokers Association of Australia. They are extremely professional and provide exceptional service across a range of lending options.
We love helping First Home Buyers! We're experts at the entire process and can help you get the right Home Loan. We're also across the various schemes to help First Home Buyers such as the First Home Owners Grant and the various stamp duty exemptions available.
If you are an Australian Permanent Resident living overseas, and subject to your visa class, you can apply for a home loan in Australia. Lenders often have specific loan products tailored to meet the needs of overseas PRs.
If you’re a foreign buyer, attaining finance can be more challenging. Lenders may be more hesitant to lend and require stricter eligibility criteria however we partner with a number of lenders that can assist you. We will work with you to guide you through the required documentation, the process of attaining finance and approval to purchase property in Australia all the way through to the actual property settlement.
Of course! We believe that we can find the best interest rate for you to refinance to, whether it's a Home Loan or Investment Loan.
We take look at a wide range of products available from Banks, Credit Unions & other lenders across the country. This means we can search thousands of products and make sure we're always recommending the best Home Loans for our clients.