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!

Setting You Up For Success

At Connecting Finance, supporting our clients spans the whole home loan journey. We don’t just help identify a great loan for you, we also consider whether you need insurance so that paying your mortgage is one less thing to worry about if your family is impacted by serious illness.

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. Call 0431007748 or email Geoff@ConnectingFinance.com.au

Meet Sue – Mortgage Broker

Sue Wilson has joined our Connecting Finance team as highly experienced Mortgage Broker!  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. Call 0414540108 or email SueWilson@ConnectingFinance.com.au

Meet Jenny – Mortgage Broker

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. Call Jenny on 0414483871 or email Jenny@ConnectingFinance.com.au

Meet Lucas – Mortgage Broker

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. Contact Lucas on 0434096580 or email Lucas@ConnectingFinance.com.au

Meet our Relationship Associate, Jill

With many years of experience in financial support and administration, Jill works hard behind the scenes to help us lock in great loans and to make sure everything runs smoothly for our customers every time!

Jill is a very welcome new addition to our team!

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.

We were in need of finance for an investment property and were initially using a different company who told us "Sorry, you can't afford it, it's not possible." In a panic we found Jenny at Connecting Finance, SHE IS AMAZING she did more in 48 hours than the other company managed to get done in 6 months, sent our application off and got it approved. Trustworthy and amazing customer service, would 100% recommend to everyone because they get the job done.

Benn Hallman

Connecting Finance
5
2020-10-14T20:58:31+11:00

Benn Hallman

".... Jenny at Connecting Finance, SHE IS AMAZING she did more in 48 hours than the other company managed to get done in 6 months, sent our application off and got it approved."
Buying our first home seemed like an impossible mission at the start. Everyone knows buying your first home can be a very tedious and daunting task.

However, Sue Wilson made this mission seem effortless! Sue worked around the clock always available to answer any questions we had. She gave us multiple options and explained each in detail. We were always in the loop and knew exactly what was happening.

We can not thank Sue enough for all her help and communication and will definitely be using her in the future.

Connecting Finance
5
2022-03-30T19:35:47+11:00
Buying our first home seemed like an impossible mission at the start. Everyone knows buying your first home can be a very tedious and daunting task. However, Sue Wilson made this mission seem effortless! Sue worked around the clock always available to answer any questions we had. She gave us multiple options and explained each in detail. We were always in the loop and knew exactly what was happening. We can not thank Sue enough for all her help and communication and will definitely be using her in the future.
I reached out to Geoff and Jenny as a very nervous (and occasionally teary) first-home buyer with no idea about finance or where to start. Geoff and Jenny are a remarkable team and provide expert advice with a personal connection. Jenny was so kind and approachable for the get-go, her communication was impeccable- always prompt, no jargon and always professional. She took the time to explain many concepts that were way over my head and no question was ever too silly. I felt respected and valued throughout the entire process and I am so grateful to have been supported by Jenny. I would highly recommend her services to anyone and everyone. Thank you so much Jenny - I am forever grateful!

Angela McCoy

Connecting Finance
5
2020-10-14T21:00:41+11:00

Angela McCoy

Geoff and Jenny are a remarkable team and provide expert advice with a personal connection.
Geoff and his team are fantastic. So easy to work with, always keep you updated with what's happening, hold your hand through onboarding, explain everything in plain english, unravelling all the complexities of mortgages... I was saying to Geoff before we finished refinancing our properties that I wish I could buy more properties so we could work together again - he'll be the first person I call next time I buy a property. Cannot more highly recommend him and his team.

Vanessa

Connecting Finance
5
2019-02-27T23:07:02+11:00

Vanessa

Geoff and his team are fantastic. So easy to work with, always keep you updated with what's happening, hold your hand through onboarding, explain everything in plain english, unravelling all the complexities of mortgages... I was saying to Geoff before we finished refinancing our properties that I wish I could buy more properties so we could work together again - he'll be the first person I call next time I buy a property. Cannot more highly recommend him and his team.
We are beyond happy with the service Sue has provided us. Sue really went above and beyond and made herself available for every phone call, email or question we had. Sue really looked after our needs and understood our financial situation making the dream of buying our first home a reality. Sue provided us with expert advice and was really with us every step of the way. We highly recommend working with Sue! We cannot thank Sue enough for everything she has done and will be working withConnecting Finance for all future business.

Breanna Edwards

Connecting Finance
5
2022-05-18T14:25:00+10:00

Breanna Edwards

We are beyond happy with the service Sue has provided us. Sue really went above and beyond and made herself available for every phone call, email or question we had. Sue really looked after our needs and understood our financial situation making the dream of buying our first home a reality. Sue provided us with expert advice and was really with us every step of the way. We highly recommend working with Sue! We cannot thank Sue enough for everything she has done and will be working withConnecting Finance for all future business.
Great work - absolutely got us the best deal. Saved us thousands every year in renegotiating our home loan.

Matt

Connecting Finance
5
2019-02-27T23:01:50+11:00

Matt

Great work - absolutely got us the best deal. Saved us thousands every year in renegotiating our home loan.
Geoff Bell, from day one did more than anyone would expect of him, we put some difficult tasks to him, of which he was able to fulfil, all of those deals have now been put into place...... we have a would highly recommend his services ...

Denise & Phil

Connecting Finance
5
2019-02-27T23:05:30+11:00

Denise & Phil

Geoff Bell, from day one did more than anyone would expect of him, we put some difficult tasks to him, of which he was able to fulfil, all of those deals have now been put into place...... we have a would highly recommend his services ...
Great service, Geoff will go above and beyond to find the best financial products for you- Highly recommend

Joy

Connecting Finance
5
2019-02-27T23:06:18+11:00

Joy

Great service, Geoff will go above and beyond to find the best financial products for you- Highly recommend
Geoff has been an amazing Mortgage Broker for my family, friends and I, having organised several loans for us. He is honest understanding and down to earth. Geoff makes the stressful process of buying a property easy. I whole heartedly recommend Connecting Finance.

Adrian

Connecting Finance
5
2019-02-27T23:08:18+11:00

Adrian

Geoff has been an amazing Mortgage Broker for my family, friends and I, having organised several loans for us. He is honest understanding and down to earth. Geoff makes the stressful process of buying a property easy. I whole heartedly recommend Connecting Finance.
Geoff and his team have been so helpful in providing the best financial solutions tailored to meet our needs and we are more than happy to recommend his services to anyone else seeking financial advice.

Helen

Connecting Finance
5
2019-02-27T23:08:59+11:00

Helen

Geoff and his team have been so helpful in providing the best financial solutions tailored to meet our needs and we are more than happy to recommend his services to anyone else seeking financial advice.
Geoff really helped us throughout our buying process! Cannot recommend Connecting Finance enough!

Mike

Connecting Finance
5
2019-02-27T23:09:49+11:00

Mike

Geoff really helped us throughout our buying process! Cannot recommend Connecting Finance enough!
Geoff Bell is a professional at all times but also easy-going and easy to get along with. He will inform you every step of the way in the loan process and answer any questions you have. I would recommend Connecting Finance with Geoff at the helm.

Chris

Connecting Finance
5
2019-02-27T23:10:54+11:00

Chris

Geoff Bell is a professional at all times but also easy-going and easy to get along with. He will inform you every step of the way in the loan process and answer any questions you have. I would recommend Connecting Finance with Geoff at the helm.
Friendly, helpful and professional service! Can't recommend Geoff and his team highly enough. Thank you!

Kara

Connecting Finance
5
2019-02-27T23:01:10+11:00

Kara

Friendly, helpful and professional service! Can't recommend Geoff and his team highly enough. Thank you!
Friendly professional service. Geoff and his team assisted us with a complicated finance scenario in a very challenging financial market. Highly recommend Connecting Finance!

Diana

Connecting Finance
5
2019-02-27T23:03:15+11:00

Diana

Friendly professional service. Geoff and his team assisted us with a complicated finance scenario in a very challenging financial market. Highly recommend Connecting Finance!
Geoff is amazing at what he does! It is so wonderful to work with an ethical and supportive finance person. We have been working with Geoff for the last 5-6 years and will continue to do so well into the future. I can't recommend him enough!

Emma

Connecting Finance
5
2019-02-27T22:58:42+11:00

Emma

Geoff is amazing at what he does! It is so wonderful to work with an ethical and supportive finance person. We have been working with Geoff for the last 5-6 years and will continue to do so well into the future. I can't recommend him enough!
Jenny has help us obtain our dream home and my husbands dream car! Communication was beyond what we have experienced previously. Highly recommend Connecting Finance for all your financial dreams.

Nikki Rhodes

Connecting Finance
5
2020-10-14T21:03:41+11:00

Nikki Rhodes

Highly recommend Connecting Finance for all your financial dreams.
I'd like to give my thanks to Jenny & the team at Connecting Finance Engadine. A thoroughly professional service and Jenny was an absolute pleasure to deal with. Would we engage Connecting Finance again? 100% yes!

Steve Carline

Connecting Finance
5
2022-03-30T19:33:14+11:00

Steve Carline

I'd like to give my thanks to Jenny & the team at Connecting Finance Engadine. A thoroughly professional service and Jenny was an absolute pleasure to deal with. Would we engage Connecting Finance again? 100% yes!
Geoff went above and beyond for us as 1st home buyers, 18 months later and connecting finance have continued negotiating discounted rates for us

Jessica Stinson

Connecting Finance
5
2022-03-30T19:34:21+11:00

Jessica Stinson

Geoff went above and beyond for us as 1st home buyers, 18 months later and connecting finance have continued negotiating discounted rates for us
Geoff and the team at Connecting Finance have always gone above and beyond with any of our loan needs. Not only have they been able to get us amazing deals on our loans (saving us a lot of money in interest and fees) but have made the whole process stress-free. We go straight back to Geoff with any questions about our loans as we know we're going to get the most honest and helpful information for our needs. Thank you Connecting Finance!

J & J Stoeckel

Connecting Finance
5
2022-05-18T14:23:22+10:00

J & J Stoeckel

Geoff and the team at Connecting Finance have always gone above and beyond with any of our loan needs. Not only have they been able to get us amazing deals on our loans (saving us a lot of money in interest and fees) but have made the whole process stress-free. We go straight back to Geoff with any questions about our loans as we know we're going to get the most honest and helpful information for our needs. Thank you Connecting Finance!
Geoff helped us get an excellent rate and more than enough to build our dream home. I can’t recommend Connecting Finance highly enough.

Mark

Connecting Finance
5
2019-02-27T23:04:10+11:00

Mark

Geoff helped us get an excellent rate and more than enough to build our dream home. I can’t recommend Connecting Finance highly enough.
I cannot recommend Connecting Finance enough. My partner and I were new to the property market and Jenny and Toni were absolutely wonderful through the entire process. They are both incredibly hard working, excellent communicators and we felt supported throughout the whole process. Always friendly, informative and helpful.

Sarah Hayes

Connecting Finance
2023-03-30T09:38:44+11:00

Sarah Hayes

I cannot recommend Connecting Finance enough. My partner and I were new to the property market and Jenny and Toni were absolutely wonderful through the entire process. They are both incredibly hard working, excellent communicators and we felt supported throughout the whole process. Always friendly, informative and helpful.
The team at Connecting Finance are an amazing team from the start of your interaction through to the end.
The team work very well together and communication is regular so that you always know what the current status is with your enquiry.
I would not hesitate to recommend Connecting Finance for any of your financial needs.

Helen Anderson

Connecting Finance
2023-03-30T09:37:37+11:00

Helen Anderson

The team at Connecting Finance are an amazing team from the start of your interaction through to the end. The team work very well together and communication is regular so that you always know what the current status is with your enquiry. I would not hesitate to recommend Connecting Finance for any of your financial needs.
My partner and I had an incredible experience with Sue Wilson and Toni Golovodovski from Connecting Finance. We came to them with a goal of purchasing our first home and in just under 3 months we have now settled! Sue made this an incredibly easy process and took away any stress and angst of first time purchasing. Her and Toni supported us throughout the whole process and we could not recommended them more. Thank you ladies!

Olivia Wills

Connecting Finance
2023-03-30T09:38:09+11:00

Olivia Wills

My partner and I had an incredible experience with Sue Wilson and Toni Golovodovski from Connecting Finance. We came to them with a goal of purchasing our first home and in just under 3 months we have now settled! Sue made this an incredibly easy process and took away any stress and angst of first time purchasing. Her and Toni supported us throughout the whole process and we could not recommended them more. Thank you ladies!
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Connecting Finance