Meet the team

Mortgage Broker 

Ben is a tax specialist who combines his in-depth knowledge of taxation with mortgage advice. Prior to becoming a mortgage broker, he worked at the ATO for over 15 years.

Ben takes the time to understand client needs and make sure they are getting the best product available. He also makes sure the loan process is as stress free and as simple as possible through open and regular communication with clients and lenders.

“It’s important to me to take the time to listen, fully understand my clients’ needs and keep in touch with them every step of the way”, he says.

Mortgage Broker 

Lisa has been an active property investor for over 20 years and enjoys being able to provide local clients with great service. She prides herself on the quality of her work, her in-depth property knowledge and providing exceptional customer service.

Lisa can assist with: 

• Home loans – first home buyers, mortgage refinancing, moving house
• Commercial property loans
• Vehicle and equipment purchases
• Property investment – starting or growing a property portfolio
• Self managed superannuation funds (SMSF) lending
• Refinancing

“I make sure the whole process is as streamlined as possible and I’m always available to answer any questions my clients may have along the way,’ she says.