ABOUT US
An award winning finance broking business driven by trained professionals who curate complete lending solutions for your prosperity.
We tailor solutions to your personal situation, with our strategic and long-term approach. Delivering results for successful people, with intelligent outcomes no matter the size. Handcrafted to save you time, achieve your goals and let you live in comfort.
Our expertise combines over 38 years of finance experience, working across the big banks in home, small business and corporate banking.
It’s this intimate knowledge of banking, our negotiation power and contacts that mean we make the banks work for you.
We are accredited with the MFAA, the peak national body for trusted credit advisors and work with a broad range of products from multiple lenders and banks.
Our clients come back. They say we are friendly, trustworthy and know our numbers.
PARTNERS
Ash and Dan met and worked together for one of Australia’s big four banks, successfully winning awards, clients and credibility. Working for big corporations comes with its limitations, so with the vision of providing a finance solution that would save clients time, money and much frustration, Portfolio Finance was founded.
A few years later Brendan and AJ joined the team, bank trained in commercial, business and residential finance, adding further knowledge and expertise to the team.
The entire team enjoy helping you flourish in life. They work closely with you taking the time to understand your specific needs, goals and ambitions. They are numbers nerds, and love using their analytical problem solving skills to your advantage. Their intimate knowledge of the many policies and inner workings of the banks, mean they have the contacts to uncover holistic solutions for you to realise your best and live in lasting security and comfort.
OUR CLIENTS
