Finance advice that looks at the whole picture.

FINANCE

From our Burleigh Waters office, we provide holistic finance advice for both business and personal needs.

AFSL Licensed
Fully accredited advisers
Hundreds of Clients
Across Australia
50+ Years
Combined experience
Gold Coast Based
Serving clients nationwide

Personal & business finance, guided by our Gold Coast team.

Our finance team, led by Finance Director Mark Jones, works with home buyers, investors and businesses across Australia to provide clear, practical advice.

With more than 50 years of combined experience, we take a relationship-led approach. We’re here for more than just settlement, supporting you as your circumstances change and your lending needs evolve.

Because we work closely with our accounting and financial planning teams, your advice is shaped with a full understanding of your broader financial picture.

Specialists in finance solutions for businesses.

From managing cash flow and funding growth to mitigating risk, we offer everything from traditional lending and asset finance through to more complex structured finance solutions.

Meet our team

We help you understand how finance works whether you’re renovating, building a pool, buying a new car, or looking to reduce your cost of living through smarter lending.

For businesses, we can source options on everything from small tools and machinery, all the way to full shop fit-outs and specialist equipment you need to take your business to the next level.

Mark Jones

Finance Director

Home Loans & Property Finance

  • Direct access to over 35 banks Australia-wide at the best available rates.

  • Pre-approvals or purchases for new and used owner-occupied properties.

  • Refinances available for additional discretionary spending, renovations, or debt consolidation.

  • Investment property purchases.

Mark Lang

Licensed Lending Advisor

Commercial & Equipment Finance

  • Purchase commercial properties or business partner buyouts.

  • Working capital and other business purchases.

  • Refinancing to consolidate or obtain more competitive interest rates.

  • Motor vehicle purchases.

  • Truck, trailer, excavators, and other Earthmoving business equipment.

  • Manufacturing equipment, Lathes, CNC machinery, and printing equipment.

  • Office equipment and business office fit-outs.

How we can help

  • Equipment Finance

  • Home loans & Property

  • Commercial Finance

  • Refinancing

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