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PORTFOLIO FINANCE PARTNERS

LENDING SOLUTIONS HOME INVESTMENT BUSINESS

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Portfolio Finance Partners offer a complete suite of finance solutions to satisfy your personal and business requirements.

No matter what you need or what you do, we have the solution for you.

Portfolio Finance Partners will ensure your finance needs are satisfied now and into the future. Whether you are buying a new Home, Investment property, Business, Franchise, or simply seeking a better deal on your existing finance, we guarantee a smooth transition and highly personalised service.

 

We have relationships with numerous banks and financiers, and with over 20 years experience in banking and finance we can ensure you have the optimal finance structure to support your financial goals.

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With Portfolio Finance you get the benefit of over 22 years combined banking and finance experience. We specialise in Home, Investment, Business and Franchise lending, optimising cash flow and flexibility in all solutions presented, whilst supporting your immediate and future financial goals. Our highly specialised team pride themselves on being able to establish close relationships with all clients, and proactively develop and maintain a detailed understanding of customers personal, business and financial service needs. You could say that your goals become our goals - we work closely with you to find the approach that will ensure your objectives are achieved every time!

 

ABOUT US

TEAM

MEET THE TEAM

ASHLEY JOHNS

Ashley brings to the company over 12 years of experience in banking and finance, with one of Australia's largest banks.

Ashley established Portfolio Finance with the pursuit of providing a finance service solution that saves his clients time, money and the frustrations of dealing with the banks.  He prides himself on his ability to establish close relationships with his clients and proactively develop and maintain a detailed understanding of customers business and financial service needs.


Professional accomplishments include:

• Retaining existing customers by consistently meeting or exceeding customer expectations through superior service

• Setting up facilities that suit client's current and future financial goals that assist with the growth of their business

• Maintaining solid bank relationships and knowledge of their policies, products and procedures

• Member of the Mortgage and Finance Association of Australia

 

DANIEL SIMMS

Daniel holds over 10 years banking and finance experience, having worked for one of Australia's 'big four' banks across numerous divisions. Daniel is passionate about building strong, long-term relationships with his clients, remains focussed on saving you time and money for all finance solutions presented, and works tirelessly to exceed expectations throughout the application process.


Professional accomplishments include:

• Recognized in ANZs highest awards program - 2010 ANZ CEO Award Winner

• ANZ Small Business Specialist of the year - 2010 & 2011 Award Winner

• Managed, Coached, & Developed a team of 12 Commercial Bankers

• Member of the Mortgage and Finance Association of Australia

 

 

Daniel & Ashley made my dream a reality. When other people said 'no' it can't be done, they reviewed my Business Plan and said 'yes' it can, then followed through and sourced an approval for my business finance within 2 weeks, and for that I can't thank them enough. Portfolio Finance Partners will be highly recommended to anyone I know that needs support with any form of finance.

 Daniel Macrae

D.M. Automotive

Over the 7 years I have known Ashley he has assisted me to purchase four businesses and three properties. During this period his knowledge and ability to structure complex lending scenarios has enabled me to achieve my business goals and grow my personal wealth.

Sam Habeshy
 Australia Post Franchisee

When others were unable to assist with our requirements, Daniel stepped in and solved our problems. His industry knowledge, attention to detail, relationships with the major banks coupled with his warm and friendly demeanour was nothing short of amazing. I could not recommend him highly enough.

Andrew Eakins
3rd Home Buyer / Investor

Ashley assisted me with a full review of my personal finances and whilst I thought my current Bank was competitive, his expertise resulted in simplifying my loan portfolio and achieving savings of around $15,000 per annum in interest costs.
Due to his professional and friendly approach, I have since referred
many of my friends and business associates to also benefit from his services.

Aaron Mortimer
Director – Smith & Sons Victoria

In an incredibly short period of time Daniel helped us with our first home loan approval, where under 3 months later we have located, purchased and moved into our first property.  He was incredibly attentive, in-tune with the finance and property purchasing process, and his passion for his work is amazing.  Daniel knows his industry inside out  – he has found clients and friends for life in us.

Vi Nguyen
1st Home Buyer

CONTACT

WE WANT TO KNOW ABOUT YOU

We are always open to your call and helping you.

Office hours are Monday – Friday, 9.00am – 5.30pm (AEST) with out of hours by appointment only.

We are flexible and will come to you. To fill in our comprehensive form please go this link.

 

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CONTACT US

Ashley 0402 344 363

Daniel 0438 050 943

MFAA: 152587

CRN: 461146 (operating under ACL 395130)

ABN 48 130 901 354

ashley@portfolio-finance.com.au

daniel@portfolio-finance.com.au

MFAA: 156227

CRN: 461147  (operating under ACL 395130)