From handy tips to expert insights,
We’re here to help educate

25
Jul

We're very excited to announce that we've been nominated for "Best Customer Service" in the Connective Excellence Awards 2019, a prestigious Finance Industry awards program!

2
Jul

The RBA has kicked off the New Financial Year with another rate cut - Will your lender pass on the full savings?

4
Jun

At its June meeting today, the Reserve Bank of Australia (RBA) cut the official cash rate to just 1.25% - the lowest level in Australian history.

23
May

163 Eastern Road, South Melbourne. Rent 1-12 Designated Desks from just $110per desk per week. Rent an 88sqm space ready to make your own from just $1,995 per week.

10
May

Our overview of the property market, interest rates, and equities.

30
Apr

!0 May - 12.30pm & 16 May - 17.30pm. In our series of free information sessions, our Aged Care specialist will walk you through the journey and explain how to ensure your finances are structured correctly.

11
Apr

Saving for a deposit through a super fund is one way first home buyers can now get a leg up on the property ladder.

5
Apr

With the Federal Election due to be called any day now, Hamish & Wilson delve into the highlights from both side's budget proposals.

20
Aug

Read on to find out the key differences in the level of training, experienceand what each can offer you throughout the conveyancing process. ..

19
Aug

Finance & Conveyancing Under One Roof Buying or selling property this spring? Did you know we offer conveyancing services? Directors, Josh & Melissa explain how having an experienced legal team in the office benefits our clients >>

3
Jul

Director & Senior Mortgage Broker, Josh Durrant, explains what's in store for homeowners and investors in the near future...

2
Jul

The last quarter (Apr-Jun '18) was interesting to watch with a mixed bag of results across the major investment markets. Here is an overview of the main points to note and our thoughts on what lies ahead for the start of this financial year.

13
Jun

Should You Renovate Before Selling? When's the Best Time Of Year To Sell? What Should You Look For In An Agent? Auction or Private Sale? Director of Marshall White Brighton, Kate Strickland gives her expert opinions.

9
May

James Taylor & Hamish Clark give their 2 Minute overview of the proposed changed in the 2018 Federal Budget.

14
Mar

As he nears completion of his second project, Mortgage Broker, Dan Corran, shares his experiences and insight on home builds and small development projects.

9
Mar

Buyers Advocate Amy Mylius from Cate Bakos Property explains why First Home Buyers, Next Home Buyers & Investors alike should be looking for "Owner Occupier Appeal".

28
Feb

This Sunday, 18 members of our team are competing in the Corporate Triathlon to raise much-needed funds for The Smith Family.

8
Feb

We're already into the second week of Feb! Have you started on those ambitious New Year resolutions and saving plans yet? Learn how to set goals the S.M.A.R.T way...

6
Feb

WHY RATES INCREASED IN 2017 // WHAT'S HAPPENING NOW // HOW THE BANKS MAY DETERMINE RATES IN THE FUTURE.. Spoiler - Think Black Mirror!

3
Oct

More than ever clients are asking whether they should fix their interest rates, including investors looking for peace of mind for long term investments. Here Director and Senior Mortgage Broker, Josh Durrant, gives his opinion...

19
Sep

But inflation is no joke! The new $10 note will enter circulation tomorrow. Love it or hate it, the launch got us thinking… What can you get for $10 now compared to the last issue of the note?

6
Sep

The RBA may have held the official cash rate at the first spring meeting, but interest rate changes continue in the home loan market:

5
Sep

We know it can be daunting to take the first step and book in to see a Financial Planner or Mortgage Broker. That's why we make it really easy for you to come and see us. The first meeting is free, with no pressure or obligation. We like to get to know you in an environment where you feel relaxed and comfortable, so that you get the most out of the session. We use everyday language and show you options that best suit you, always ensuring you understand everything so you’re in complete control.

22
Aug

There is a common misconception that your borrowing capability is related solely to your income, however most people’s outgoings quickly follow their increasing pay-packets. In a time where many people’s lifestyles revolve around instant gratification, lenders are now taking a more responsible approach to lending and investigate genuine spending habits as well as factoring in possible future interest rate rises.

4
Aug

First Home Buyers rejoice! From 1 July 2017 Stamp Duty was abolished for Victorian First Home Buyers purchasing up to $600,000 and phased in on a sliding scale for purchases between $600,001 and $750,000!

20
Jul

Do you lie awake at night worrying about how your super or other investments are performing? Or are you comfortable with short-term volatility in order to pursue long-term growth? Learn how well-diversified portfolios are constructed based on your appetite to risk in our infographic.

29
Jun

Learn why banks are raising rates outside of the RBA's decisions on interest only loans. Should you switch to principle & interest repayments?

2
May

At its May meeting, the Reserve Bank of Australia elected to keep the official cash rate on hold at 1.5 per cent. However, Australian lenders are still increasing rates to keep in line with APRA's new lending rules...

7
Mar

At its March meeting, the Reserve Bank of Australia elected to keep the official cash rate on hold at 1.5 per cent. However, changes are happening in the market...

7
Feb

The Reserve Bank of Australia didn't move the official cash rate at the first meeting of 2017. Meanwhile, many lenders have been adjusting their interest rates outside of RBA movements this summer.

10
Nov

Our Managing Director, James Taylor's overview of the last financial quarter, and forecast for interest rates, property and financial markets.

6
Sep

This spring we want to inspire you to keep pedalling! Find out how you can get our new high tech kit, worth over $700, for free...

19
Aug

A DIY Will Kit may seem like a cost effective approach to your Estate Planning now, but if not executed correctly, your family could be faced with significant legal expenses, long delays and unnessisary stress. Is that really the legacy you want to leave behind?

17
Jun

WHY ARE WE SO PASSIONATE ABOUT HELPING PEOPLE EXPERIENCING HOMELESSNESS? PLEASE WATCH THIS...

20
May

All four of our Directors will brave the elements this year. Can you help us smash last years fundraising efforts?

4
May

Yesterday the Reserve Bank dropped interest rates by 0.25% to a record low 1.75%, but what's next? James Taylor gives us his view here...

18
Mar

Unpaid insurance claims have been big news recently, highlighting why it's so important to have your personal policies reviewed by a licenced adviser regularly...

10
Mar

What's actually happening out there? As we near the end of the first quarter of 2016 (yes already!) James Taylor shares his professional overview of the current economic conditions.

1
Dec

The RBA decided to keep the official cash rate on hold at 2.0% today, but what's to come?

3
Aug

There’s been some sharemarket volatility related to Greece and China, but what will become a big point of discussion around water coolers in the coming months is the banks RAISING interest rates on investment loans.

29
Jul

Big things are happening in lending world. If you have an investment property or an interest only home loan - this may impact you

9
Jul

The most satisfying part of working in the finance industry is helping people achieve the "Great Australian Dream" of home ownership. Yet 105,000 Australians are homeless.

2
Jul

So you’re interested in getting on the property ladder – but what steps should you take next?

23
Jun

Two of the most important documents in the property purchase process are the contract of sale and the Section 32 Statement

21
May

Buying a property is a life changing decision, so it’s vital you're armed with all the right tools before going down this road.

14
May

Settlement is the final process in the exchange between buyer and seller before picking up the keys!

13
May

it's a term that's bounded around a lot, but what role does a guarantor actually play?

7
May

In a nutshell, stamp duty is a tax imposed by the government when you purchase a property. Nothing to do with postage!

16
Apr

Getting into the property market as a first home-buyer is tough – there’s no denying it. So what is the government doing to help?

14
Apr

It’s been a big 12 months for Australian economics, the Government and the Reserve Bank of Australia (RBA). Australian growth forecasts are continually being revised downwards, and this looks like it will continue as things are not improving.

4
Feb

it's important you're organised and have your finances inline before heading to an auction.

13
Jan

Don't panic - your first repayment isn't usually due until a month after settlement

8
Jan

Before you decide whether you want to live in an apartment or a house do your research first.