Finance that evolves with you.
Your situation is unique.
We take the time to understand your blueprint and structure lending that’s strategic, simple and adaptable.
OUR SPECIALIST AREAS
We believe finance should be delivered with care, integrity and expertise, by people who know what it’s like to stand in your shoes.
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Daniel Jones, Founder and CEO, is a former commercial pilot who understands aviation finance: variable rosters, unique allowances and banks that don’t always get a pilot’s income.
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Our team brings extensive experience in medical finance, supporting doctors, dentists and allied health professionals from early career foundations through to practice growth and long term success.
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Our finance capability runs deep across commercial and investment lending. Led by Fouad Haque, who brings two decades of commercial banking experience, and Daniel Jones, who has worked extensively in medical and professional finance, our team structures lending that supports business growth, cash flow and asset acquisition.
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We know finance is never just about numbers. It is about decisions that shape homes, careers and futures. We support first home buyers, families planning their next move and clients looking to refinance or consolidate debt.
OUR SERVICES
Build wealth by planning ahead.
Home Loans
Home lending is more than securing a sharp rate. We tailor every loan to fit your income, goals and lifestyle, then review it regularly to make sure it continues to work for you.
Commerical Loans
Commercial lending requires strategy and foresight. We support business owners with property acquisitions, expansion, refinancing and development finance. With access to major and niche lenders, we structure commercial lending solutions that balance risk, security and growth. Our approach draws on Fouad and Daniel’s extensive experience in banking and industry.
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Get in touch and we'll come up with the best solution for you.
Investment Loans
Whether you are growing your property portfolio or diversifying investments, we create structured lending strategies that maximise leverage, tax benefits and long term growth. Your goals guide our approach so your portfolio stays strategic, sustainable and scalable.
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Get in touch and we'll come up with the best solution for you.
Refinancing Loans
When markets shift, your loan should too. We review your existing finance, negotiate better rates, streamline structures and unlock equity where possible. Through our annual Specialist Broking Health Check, we make sure your lending keeps pace with your goals.
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Get in touch and we'll come up with the best solution for you.
Car & Asset Loans
We help businesses finance vehicles, equipment and machinery with tailored asset lending that fits cash flow and operational needs. Our team negotiates with lenders to secure favourable terms and repayment structures that keep your business running smoothly and support future growth.
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Get in touch and we'll come up with the best solution for you.
Cash / equity Release
Your property’s equity can be a powerful tool. We help you access it safely for renovations, investments, business capital or lifestyle goals. Our structures are designed to preserve flexibility and protect your broader financial position.
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Get in touch and we'll come up with the best solution for you.
Debt Consolidation
Managing multiple debts can be stressful and expensive. We consolidate your loans into one clear structure, often with lower rates and simpler repayments. This gives you more control, less stress and greater financial clarity.
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Get in touch and we'll come up with the best solution for you.
SMSF Loans
Self Managed Super Fund lending can unlock major opportunities when structured correctly. We help you finance residential and commercial property within your fund. Our team works with your accountant or adviser to ensure compliance and build long term retirement wealth.
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Get in touch and we'll come up with the best solution for you.
Foreign Exchange
Moving money between countries can be complex, and rates can vary between providers. We help clients manage international transfers and foreign exchange with clarity, finding efficient and cost-effective solutions across borders.
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Get in touch and we'll come up with the best solution for you.
WHAT OUR CLIENTS SAY:
“We’ve been fortunate to work with Dan and his team for all our brokerage needs. They are professional, efficient, and genuinely invested in every step of the process.
As repeat clients, we can confidently say their knowledge and dedication make the entire experience seamless. We highly recommend Dan and his team to anyone looking for outstanding service.”
We Build NSW