Services
Helping borrowers connect with lenders
First home, next home, renovation or investment, Capitalise Finance can help you find the right loan for you. Capitalise Finance works with you; to understand your needs and goals, work out what you can afford to borrow and find options that best work you.
PURCHASING
Whether you are looking to purchase your first home, an investment property, upsizing or downsizing, Capitalise Finance can provide you with expert advice on the most suitable finance strategy that is in your best interests through alignment with your goals and objectives.
Dan and Brad have been our brokers for several property purchases, always guiding us through the process and providing multiple options to help us structure and build our portfolio. Their experience, knowledge and contacts have proved invaluable for us and we look forward to the next property.
Hayley & Jonny, Elsternwick VIC
REFINANCING
Get the most suitable loan products that align with your goals and objectives is the key for setting yourself up for a lifetime of financial success. Capitalise Finance can provide you with expert advice on the most suitable finance strategy that is in your best interests through alignment with those goals and objectives and ensuring you stay on top of loan market movements and offers.
My bank of 20 years couldn’t help me but Daniel explained that there are other options for self-employed people like me. It was hard enough going through a separation let alone trying to keep my house and my business going. His expertise and persistence really helped me when I needed it.”
Steve, Wonga Park VIC
CONSTRUCTION
A Construction Loan gives you access to money progressively as you complete different stages of construction, having the freedom to design and build a property to suit your lifestyle.
Capitalise Finance can provide expert advice to ensure you have the most suitable Construction Loan that is in your best interests through alignment with your goals and objectives. Capitalise Finance can work with the Builder and the Lender to ensure that the process runs a smoothly as possible for you.
Over the years I’ve done a few multi-unit developments and it’s hard enough coordinating builders and trades, my Accountant, local councils, real estate agents and everyone else involved while still working full time myself. It’s been invaluable to have Brad and Daniel in my corner on the finance side to deal with the banks for me. They work with my Accountant to make sure everything’s right and I appreciate the consistent communication and effort they put in.
Troy, Doncaster East VIC
INVESTMENT
Capitalise Finance can provide you with expert advice to ensure you have the most suitable loan products and structures to allow you to capitalise on those investment opportunities as they arise. Our advice will always act in your best interests through alignment with your goals and objectives.
We purchased an investment property while traveling overseas, and with Dan and Brad’s help the process couldn’t have been easier, we highly recommend their service.”
Matt & Jess, Fairfield VIC
SMSF LOANS
In recent years, purchasing property within self managed superannuation funds has become increasingly popular, with many Australians seeking more direct control over where their future retirement funds are invested. Before doing so it’s essential that clients undertake consultation with Accountants and Financial Planners, to clearly understand the establishment and ongoing costs, as well as the annual compliance requirements and legislation to be adhered to.
We have experience with sourcing the sharpest range of offers in the niche SMSF lending market, and working in conjunction with other professionals in the field to ensure that SMSF finance is sorted correctly for our clients.
When setting up our self-managed super fund years ago to buy a property, multiple brokers said they wouldn’t or couldn’t help us, which our Accountant said was because there was more paperwork involved and it wasn’t a big loan. Brad and Daniel were happy to help us and we’ve been clients ever since.
Rod & Nicole, Patterson Lakes VIC
Have questions? Check out our FAQ section.