At Connecting Finance, we’re experts in the field of lending!
We provide solutions for all your lending needs, including residential homes; investment properties;
commercial and business loans; car and equipment leases and Self Managed Super Fund loans.
Connecting Finance
Our goal is to delight our customers by delivering exceptional lending outcomes every time.
We put our customers first. Our highly experienced Residential and Commercial Lending teams have access to over 40 different lenders, ensuring that we can source a wide range of products to suit you and your lifestyle needs. We pride ourselves on building strong, trusted, life-long relationships with our Customers.
Our Values
Established in 2014 by experienced Finance Professionals with over 15 years of experience in the financial services industry, we are a company that does not sacrifice principles for profit. We are profitable, however it is through providing non-speculative financial solutions; we will not offer our customer’s promises we cannot keep or future returns we cannot control.
We have developed a unique 3 step process
to make sure we guide you through every step of the loan process.
Step 1
Our first meeting is all about listening to you! Understanding the financial needs of yourself, your family and your business is essential in recommending any lending solutions. Once we understand what you want to achieve, we can suggest loan strategies and structures to help you get you there.
Step 2
No one does paperwork better than Banks!! Once your loan is approved, we will be there to assist in the completion of all the required documents and the establishment of the banking structures that we initially discussed in our first meeting.
Step 3
Unlike most brokers, Connecting Finance will meet with you and the bank after settlement, to ensure everything is working just as it should be. Repayments are set up, offset accounts active, internet banking is working, cards have been activated. Making sure you are comfortable and happy with your banking set up. We will also call you over the next 12 months to make sure your bank is treating you right!
Meet Our Team
At Connecting Finance we’re proud of our growing team of Lending Professionals and Support Staff. Every member of our team is highly respected within the Financial Services and Banking Industries, with decades of experience and a passion for achieving great financial solutions.
At Connecting Finance our team are dedicated to providing an exceptional loan experience for every customer, every time!
Meet our Director, Geoff
With over 15 years of experience in the Finance Industry, Geoff is skilled in assisting his clients to achieve great financial solutions. From his 10+ years of managing businesses for a major bank, he understands their sales strategies and how to save you money. Contact Geoff today for a free, no obligation appointment to review your current finances and see how much he can save you.
Meet our Director, Sue
Sue Wilson has joined our Connecting Finance team as Director of Commercial Lending! With over 20 years’ experience in the Banking Industry, including 7 years as a Regional General Manager with one of the big 4 banks, Sue has a deep understanding of commercial lending, expertise in writing lending solutions for all types of businesses & a passion for supporting small businesses along their growth journey.
Meet our Relationship Manager, Jenny
With a reputation for delivering fantastic results for her customers every time, Jenny is a welcome addition to the Connecting Finance Team. Highly respected within the business, Jenny has over 20 years’ experience within the Financial Industry, both in a big bank and as a Mortgage Broker – Jenny works hard to enhance her customers’ financial position with every loan she secures. To find out how Jenny can help you, book a free, no obligation meeting today.
Meet our Relationship Associate, Jo
Jo has been in the Finance Industry for over 20 years, working as a credit underwriter for banks and more recently as a highly experienced Lending Assistant. Having grown up in the Sutherland Shire, Jo moved back here from the inner city after having her triplets, (yes, triplets) and loves working behind the scenes to assist Geoff and Jenny support families and businesses across the Shire!
Meet our Relationship Associate, Toni
Toni joins the Connecting Finance team with over 22 years experience in the Banking Industry, including 17 years with St George bank. Having worked primarily in administrative roles across Lending and Risk divisions, Toni works hard behind the scenes to help us secure great loans for our customers. A passionate rugby league fan who likes to keep active,Toni is a welcome addition to our team!
Meet our Relationship Associate, Lucas
Lucas has experience in the Banking Industry having worked in St George Bank in Customer Service roles from Sutherland to Cronulla, most recently as a Senior Customer Service Specialist. The newest member of our Connecting Finance team, Lucas has a strong focus on delivering exceptional customer experiences and works hard behind the scenes to deliver great results.
3 Reasons to Choose Us
With over 15 years’ experience in the banking industry, we know how banks work and will secure the best loan for you!
We put our customers first & will guide you through every step of the loan process from our first conversation until settlement, and we even follow up to make sure everything’s as it should be
We are a boutique mortgage broking company that has been built on trust and integrity.