Crest Financial Group

Business Details

Your Trusted Mortgage Brokers in Bulleen for Home Loans & Investment Financing

Established to provide tailored financial solutions, Crest Financial Group specialises in home loans, refinancing, investment loans, and asset finance. Our team of experienced mortgage brokers guides clients through every step of the lending process, offering personalised advice to meet diverse financial needs. We prioritise understanding individual circumstances to recommend competitive loan products, including first-home buyer assistance, fixed and variable rate loans, and low-documentation options.

For investors, we provide strategic advice on SMSF loans, commercial property financing, and line-of-credit facilities. Our commitment to transparency ensures clients receive clear information about costs, equity, and eligibility criteria. With a focus on long-term relationships, we support clients in achieving property ownership, debt consolidation, and wealth-building goals through informed financial decisions.

Services

Home Loans Refinancing Investment Loans Asset Finance Commercial Loans SMSF Loans Bridging Loans Construction Loans Low-Documentation Loans Line of Credit

Highlights and features

We offer personalised loan solutions tailored to individual financial circumstances.
Our team provides expert guidance on first-home buyer grants and eligibility.
We negotiate competitive rates for fixed, variable, and investment loan products.
We specialise in SMSF and commercial property financing strategies.
Our brokers explain complex loan features like equity, LVR, and debt consolidation.

Associations and certifications

Australian Credit Licence 389328

Website

Update Listing

Services

Home Loans

We assist first-home buyers and property investors in securing home loans with competitive rates. Our brokers evaluate your financial situation to recommend fixed or variable rate options, ensuring you understand loan features like repayments, equity, and eligibility criteria. We also guide clients through first-home owner grants and low-documentation applications.

Refinancing

Our refinancing service helps clients reduce repayments, consolidate debt, or access equity. We analyse your current loan terms, exit costs, and new lender offers to determine if refinancing benefits your financial position. Expert advice covers LVR thresholds, negotiation strategies, and long-term repayment impacts.

Investment Loans

We provide tailored investment loan solutions for residential and commercial properties. Services include fixed/variable rate comparisons, interest-only options, and SMSF loan structuring. Our brokers explain tax-deductible interest, equity growth strategies, and line-of-credit facilities to maximise returns on property investments.

Asset Finance

Our asset finance options cover cars, commercial vehicles, and business equipment. We negotiate competitive leasing terms, chattel mortgages, and personal loans tailored to your financial capacity. This service helps individuals and businesses access depreciating assets while optimising tax benefits and cash flow.

Commercial & SMSF Loans

We specialise in commercial property financing and SMSF loans for self-managed super funds. Our brokers guide clients through limited recourse borrowing arrangements, property trust deeds, and lender negotiations. Services cater to investors seeking retirement strategies or commercial real estate opportunities with tailored loan structures.

People

Daniel Esposito

Mortgage Broker

Daniel Esposito is a qualified mortgage broker with extensive experience in residential and investment lending. He specialises in guiding first-home buyers and investors through loan options, ensuring tailored solutions that align with their financial goals.

Peter Piccione

Mortgage Broker

Peter Piccione brings years of expertise in mortgage broking, focusing on refinancing and commercial property loans. He prioritises client education, helping borrowers understand loan features, equity management, and debt consolidation strategies.

Questions

What home loan options are available for first-home buyers?

We offer fixed and variable rate loans, low-documentation options, and guidance on first-home owner grants. Our brokers assess your eligibility and recommend competitive products tailored to your budget.

Can I refinance my existing home loan to save money?

Yes. We analyse your current loan terms, equity, and exit costs to determine if refinancing to a better rate or consolidating debt benefits your financial situation.

How do SMSF loans work for property investment?

SMSF loans allow self-managed super funds to purchase property using a limited recourse borrowing arrangement. We guide you through lender requirements, trust deeds, and loan structuring.

What asset finance options do you provide?

We offer car loans, commercial vehicle leasing, and equipment financing. Our brokers negotiate terms that align with your cash flow and tax planning needs.

Are there special loans for property investors?

Yes. We provide interest-only loans, lines of credit, and fixed-rate options designed to maximise rental income returns and equity growth for investment properties.

Reviews (6)

Write a Review

Codie Glann

Oct 07, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
We have had a couple of brokers before and Peter from CFG was amazing. He was super friendly took the time to make sure we understood everything and always had time for us along the process from start to finish. If you are first time buys or looking for investment i highly recommend Peter .

Shalend Prasad

Sep 04, 2021 Report

I have dealt with various mortgage brokers for a long period of time. I can definitely confirm that Daniel Esposito from CFG Mortgages is the most professional, helpful, responsive, knowledgeable and friendly broker to date. He has kept me up to date throughout the entire process, discussed various options to save interest, set-up the loan splits & offset accounts and offered a specific and beneficial range of options. Very highly recommended.

Andrew Storto

Nov 27, 2020 Report

For us Peter and CFG made the process of refinancing simple. They really helped keep things on track and assisted with all of my queries along the way. Definitely an honest and genuine business that really looks to service the outcome you are after and offer great advice on how to get there. I have used them twice and will continue to use them

Dr. Shawn Rama

Oct 14, 2020 Report

Andrew Rizio from CFG has helped me get our family home. I am impressed with how hard he worked in finding us the best rate and the follow through when contacting us after he had completed his job, just making sure things were working smoothly. I found him to be very honest, transparent and so easy to get along with through the whole process. I could not be happier with Andrew and would highly recommend his services to any prospective home buyer.

Peter Storto

Sep 01, 2020 Report

CFG goes above and beyond when it comes to providing an independent finance solution. Peter took the time to explain our options clearly and didn't rush to push us into an agreement... He works within your timing and personal constraints. I would not hesitate to recommend him to family and friends along with call upon him to discuss refinancing my loan in future.

Stephanie Kyriacou

Aug 24, 2020 Report

Positive:Professionalism,Responsiveness,Value
We highly recommend CFG Mortgage Specialists! Their exceptional service made the entire process so easy. Peter explained things, every step of the way, openly and honestly. We now have a much better understanding of our finances and a competitive rate for our new home loan. We can't thank you enough!