financial planning & lending specialists 03 9686 4976


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: 

Set yourself up for 2018 before the summer festivities kick off. Arrange your lending spring clean here.  

For more information please call us on 03 9686 4976 or email

RBA & home Loan Interest rate update - July 2018

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


Understanding Aged Care - Free Information Sessions

!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.


Shared Office Space Available Now!

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.


The mortgage broking process…

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


Three Men Walk Into A Bar...

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?


Book An Appointment Online

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.


What happens at settlement?

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


RBA Cuts Cash Rate to 1.25%

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.


Our view on the Investment Landscape - April 2015

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.