Business Details
14 Years
experience
Your Trusted Mortgage Broker in Newcastle
In Financial Services simplifies finance, making it clear, manageable, and enjoyable for clients across Australia. Established in 2012, our award-winning team of mortgage brokers brings over 25 years of combined experience, offering personalized guidance tailored to individual financial goals. We work with more than 60 lenders to provide diverse loan options, including first home buyer loans, investment property financing, refinancing, and SMSF loans. Our commitment to ongoing education ensures our advisors hold diplomas in Finance and Mortgage Broking Management, adhering to the highest industry standards.As members of the MFAA and CIO, we prioritise transparency, client education, and long-term support throughout the loan lifecycle. Our mission focuses on empowering financial dreams through innovative solutions, integrity-driven practices, and celebration of client successes. With offices in Maitland, Newcastle, Forster, and Wyong, we combine local market knowledge with national expertise to deliver exceptional service.
Services
First Home Buyers
Investment Loans
Refinance
Debt Consolidation
SMSF Loans
Home Loans
Purchase a Home
Details
- Year established: 2012
Highlights and features
- We offer 25+ years of combined mortgage broking experience
- We work with 60+ lenders to find perfect loan matches
- Our team holds diplomas in Finance and Mortgage Broking Management
- We provide ongoing loan reviews and market updates
- We are MFAA and CIO accredited professionals
Associations and certifications
- MFAA
- CIO
Services
First Home Buyers
Specialised mortgage solutions for first-time property purchasers. We guide clients through deposit requirements, government grants, and loan structures. Our brokers help secure competitive rates and navigate the entire purchase process from pre-approval to settlement. We provide educational resources to simplify financial jargon and ensure informed decision-making for new homeowners.
Investment Loans
Tailored financing for property investors. We offer strategic loan structuring, equity utilisation, and portfolio growth planning. Our team compares investment-specific products to maximise tax benefits and rental income potential. We provide ongoing reviews to ensure loan performance aligns with investment goals and market changes.
Refinance
Comprehensive refinancing services to reduce repayments or access equity. We analyse current loan terms against market options, handling the transition process seamlessly. Our brokers identify cost-saving opportunities and improved features while ensuring minimal disruption to clients' financial arrangements.
Debt Consolidation
Mortgage-based debt consolidation solutions to simplify multiple repayments. We help clients combine debts into a single loan with lower interest rates. Our approach focuses on improving cash flow management while maintaining property equity growth and financial stability.
SMSF Loans
Specialised loans for self-managed super funds. We ensure compliance with regulatory requirements while facilitating property investments through SMSF structures. Our brokers coordinate with financial planners and solicitors to establish appropriate loan terms and trust arrangements for retirement-focused property portfolios.
Questions
How do I get pre-approved for a home loan?
Contact our brokers to discuss your financial situation. We'll assess your borrowing power and connect you with suitable lenders for pre-approval.
Can I refinance my existing mortgage?
Yes, we help clients refinance to better rates or loan features. We'll compare options and handle the transition process for you.
What deposit do first home buyers need?
While 20% is ideal, we can help with as little as 5% deposit through government schemes and lender options.
Do you offer investment property financing?
Yes, we specialise in investment loans with competitive rates and tax-efficient structures for property investors.
Are there benefits for professional occupations?
Yes, we offer LMI waivers and preferential rates for healthcare, legal, banking and other professional occupations.
Videos
Reviews (6)
Gary McKee
Jan 10, 2022
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Positive:Professionalism,Quality,Responsiveness
Jill and the team were very quick to assist with any queries we had and the service was flawless from start to Finish. Thanks for helping us achieve our goal. And keep up the great work.
Jill and the team were very quick to assist with any queries we had and the service was flawless from start to Finish. Thanks for helping us achieve our goal. And keep up the great work.
Abdullahi Ahmad Maidori
Dec 18, 2021
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I Just wanted to say a big thank you to Mrs Janet Wilder, she's genuine kindness and bluntness at times when I needed to face reality are what made me progress. I invested $5000 and got $46,700 in a week. I only wish I had known about you earlier from the first moment I decided to trade. Nevertheless, I am grateful! contact her via Email: Janetwilder7@gmail.com WhatsApp:+13147629433
John March
Dec 11, 2021
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Positive:Professionalism,Quality,Responsiveness
In financial made our experience so easy. They could not be more helpful and easy to contact. First class service would recomend to anyone.
In financial made our experience so easy. They could not be more helpful and easy to contact. First class service would recomend to anyone.
Elise Maree
Dec 11, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Jill was extremely helpful and patient during the process of my partner and I purchasing our first home. She was reliable and very informative. I never had to worry about chasing up responses from her, she would always reply to emails promptly. We highly recommend having Jill as your broker.
Jill was extremely helpful and patient during the process of my partner and I purchasing our first home. She was reliable and very informative. I never had to worry about chasing up responses from her, she would always reply to emails promptly. We highly recommend having Jill as your broker.
Adebayo Oyindamola
Dec 04, 2021
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Dear ARIELLA Thank you for the fantastic job you have been doing for me lately. Your hard work and dedication has really helped me out during difficult times . I just wanted to make sure you know how much you are valued and appreciated. We know that the recent round of lay-offs has been very bad for company morale. Not only are people worried about losing their money but also many people are out there receiving their withdrawal every day You come in early stay late and evenuse your free time to help pitch in and get things done. Thank you MRS ARIELLA CRYPTO for your hard work and dedication to
Oluchi Goodness
Nov 15, 2021
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I initially invested a total of $500 over a period of 5 weeks. My bonus/profit was $6,050, every attempt to make withdrawal failed and I was instructed to make another deposit of $2,500 before I can make withdrawals which I did. till now, I'm still unable to make withdrawals and all attempts to contact brokers have failed. This is very pathetic and I felt so bad losing my investment. I did a due diligence test before investing with them but guess what I ended up getting burned. This is to create awareness, not everybody can be as lucky as I was. I'm saying this because I was able to recover my
