Meet Your Dedicated |
Building Investment Portfolios: | Creating effective financing strategies to help you scale your property investments and maximise your returns. Releasing Equity in the correct way allows for you grow your retirement grade portfolio fast and at low risk. |
Residential Home Loans: | Whether you are looking to upsize to your forever home or downsize for a new lifestyle, the process can feel overwhelming. We simplify the transaction by providing the expert support and real-world advice needed to confidently secure the property you desire. |
Supporting First Home Buyers: | Guiding you clearly through the entire journey to secure a great rate on your very first home while taking advantage of all the federal and state schemes available. |
Owner Occupiers & Equity Release: | Helping you secure great rates on your current loan and unlock potential home equity for major renovations or strategic investment opportunities. |
Combining deep market knowledge with a personalised approach, we’re not just about securing loans; we’re about building lasting financial relationships.
"I offer clients more than just advice; I offer proven, practical experience. Having successfully built a six-property portfolio myself, I possess over 14 years of active investing experience. As the author of the bestseller, The Equity Advantage, I bring a proven, results-driven methodology to ensure your financial journey achieves outstanding results."
Our expert team is dedicated to providing open, honest, and unbiased advice, helping you achieve and exceed your financial aspirations, no matter where you are in Australia.
 | Why UsOur motto is “If the clients are happy, we are happy”. As a broker, one of the main goals of starting my own business was to give my customers a more streamlined, efficient, and personalised approach to the loan process. You can always expect Open Plan Finance to act in your best interests. We represent you the customer and never the banks. We will recommend you speak to other professionals when we feel it is necessary. We will do this for your own protection to ensure your best interest are upheld. Being a family man living in a relatively small city my reputation is the life blood of my business. To earn and keep your business, my team will work tirelessly until we have your loan approved and settled. That is my promise. Our goal is to get your loan Formally Approved and settled on time. Our intention is to make the entire process as pain free as possible. My guarantee is to “ensure you are happy with the lender and product I have selected, or we will move you to a lender you are happy with, at no cost”. Our customer service does not end after settlement. We are there to ensure your loan ticks along nicely over the life of the loan. We provide customers valuation, property reports, loan top ups, current promotions on offer and interest rate decreases all at no charge. After two years we will re-assess your loan to ensure it is still operating at peak performance. We won’t allow you to pay more when you could be paying less. View Our Services |
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