Smart Business Solutions: In addition to assisting with tax and finance matters, our accounting firm with an in-house licensed mortgage broker can assist you when looking into loans for properties or businesses. Working closely with our on-site financial planners and accountants means that we bridge the gap in the client experience, eliminating the frustration from delays that are often inevitable with multiple stakeholders involved in the lending process.

Communication and education are most important components of the mortgage broking process and is one that lead broker, Karlee Davern takes great care with. With over 15 years experience in mortgage broking and lending, Karlee strives to make the process of buying your own home, investment property or refinancing an existing loan as stress-free as possible; and to provide you with the expertise, the support and the understanding that you deserve when making such important financial decisions.

Specialising in residential home loans, investment loans, SMSF loans, commercial lending and asset finance, we look forward to providing the support you need to make things happen!