Mortar Finance Case Studies
Business Equipment Finance Gympie
Project Details
- Location – Gympie
- Client – Commercial Business
- Type of Loan – Equipment Finance
- Task – Secure a $150,000 equipment loan to purchase a used CNC machine
Business Capital Restructure Gympie
Project Details
- Location – Gympie
- Client – Commercial Business
- Task – Restructure the client’s capital and unlock their equity for a business acquisition in Gympie
Home Loan With Debt Consolidation Brisbane
Project Details
- Location – Brisbane
- Client – Married couple
- Type of Loan – Home loan with debt consolidation
- Task – Combine their home loan and all unsecured debts into one facility.
Home Loan Refinance Gympie
Project Details
- Location – Gympie
- Client – Local business
- Task – Refinance the home loan to clear the tax debt while maintaining liquidity and financial control.
Freehold Caravan Park Funding Bundaberg
Project Details
- Location – Bundaberg
- Client – Commercial Business
- Type of Loan – Commercial loan and funding
- Task – Secure funding to purchase a freehold caravan park
Commercial Construction Loan Emerald QLD
Project Details
- Location – Emerald, QLD
- Client – Commercial Business
- Type of Loan – Commercial construction loan
- Task – Secure funding to build a commercial building
Business Succession Planning Mackay QLD
Project Details
- Location – Mackay, QLD
- Client – Business
- Task – Structure an exit strategy that reduces day-to-day involvement while securing long-term growth
Commercial Pub Loan and Funding in Mackay, QLD
Project Details
- Location – Mackay
- Client – Commercial Business
- Type of Loan – Commercial pub loan and finance
- Task – Facilitate the brokering of a loan to purchase a freehold pub
Business Succession Planning Brisbane, QLD
Project Details
- Location – Brisbane, QLD
- Client – Business
- Task – Reduce the business owners’ day-to-day involvement and transition to a minority ownership position while preserving business culture and continuity.
Commercial Building Finance and Purchase Mackay and Proserpine, QLD
Project Details
- Location – Mackay and Proserpine
- Client – Commercial Business
- Type of Loan – Commercial finance and purchase
- Task – Organise a funding plan to purchase two established businesses in Mackay and Proserpine and a building through the client’s SMSF
Earth Moving Equipment Finance Logan, South Brisbane QLD
Project Details
- Location – Logan, QLD
- Client – Business
- Task – The business required $380,000 to purchase a new excavator.
- Task – Secure the loan using the BAS Pathway.
Small Business Debt Restructuring Mackay
Project Details
- Location – Mackay, QLD
- Client – Business
- Task – Coordinate strategic discussions between the business owners, the finance manager, and the external accountant to ensure alignment on a clear execution strategy.
Returning to Work Strategy Sunshine Coast
Project Details
- Location – Sunshine Coast, QLD
- Client – Parent
- Task – Home loan refinance and post-maternity serviceability strategy
Cash-out Refinancing For Renovations Brisbane
Project Details
- Location – Brisbane, QLD
- Client – Family
- Task – Create a lending strategy using equity in a home for renovations
First Home Buyer Loan Mareeba, QLD
Project Details
- Location – Mareeba, Far North Queensland
- Client – Self-employed
- Task – Secure a first home buyers home loan for a self-employed woman
Business Equipment Finance Mackay QLD
Project Details
- Location – Mackay
- Client – Mobile Fabrication Business
- Type of Loan – Equipment Finance
- Task – Secure funding for a Honda Buggy
Fixed Home Loan Rate Strategy Bundaberg QLD
Project Details
- Location – Bundaberg, Queensland
- Client – Residential home owner
- Task – Create a strategy to restructure the families fixed rate home loan
First Home Buyers Loan Airlie Beach QLD
Project Details
- Location – Airlie Beach, QLD
- Client – Couple
- Type of Loan – First Home Buyer Loan
- Task – Brokering a first home buyer’s loan
Commercial Property Finance Lending Southport
Project Details
- Location – Southport, Gold Coast, QLD
- Client – Builder
- Type of Loan – Commercial building finance
- Task – Secure $900,000 to finance the purchase of an owner-occupied commercial office property
Business Vehicle Finance Brokers Mackay
Project Details
- Location – Mackay
- Client – Electrician
- Type of Loan – Vehicle finance loan
- Task – Secure a loan for a new work van
Business Acquisition Finance South Yarra, Melbourne
Project Details
- Location – South Yarra, Melbourne, VIC
- Client – Business
- Type of Loan – Business acquisition finance
- Task – Broker funding to finance the acquisition of a business
Business Lending
Loans
Cash Flow
Commercial Lending
Business
Growth
Capital
Advice
Investment
Planning
Succession Planning
Equity
Continuity
Home
Lending
Mortgage
Property
Equipment Finance
Support
Advice
Why Choose Us
Your financial future, our top priority
Meet your financial tailors – measuring your unique needs and designing custom money solutions that fit you perfectly.
No one-size-fits-all here; we’re all about making your finances as individual as you are.
Our Testimonials
Client's success stories
We’re passionate about helping our clients achieve financial success. See what they have to say about our expertise.
Alison
This was our first time buying a commercial property and the knowledge, professionalism and service we received was nothing short of amazing. We will be using the team again for any of our future needs and would recommend him to anyone in need of assistance.
Cameron
5 stars doesn't explain the awesome experience of having your finance organized while you continue to manage business operations. No bank bully, only a smooth transition with no wasted time. Strongly recommend this professional service.
Kyra
You know when you have a question but think it's silly or worse stupid, so you don't worry about asking it? Well, that'll never happen with these guys. They welcomed all our questions and made sure we understood it even if it meant by going through it again and again. Very patient, lovely, flexible and most importantly they know what they're doing. Made our loan application such a breeze. I can't thank these guys enough. From the first call to the settlement date, they were always in our corner trying to get the best deal for us. 100% use them again and would recommend them without any hesitation.
Aviral & Tina
Nick assisted us in purchasing a new company vehicle during EOFY. This was an urgent transaction and I'm not sure we would have been successful without Nick's help and expertise. He did all the background work, talked us through any paperwork we had to complete, and made the whole process seamless. We will definitely be using Nick and the Mortar Finance team for future finance needs.
Sharmin
I’ve been fortunate enough to have dealt with Mortar Finance for over 3 years and they’ve been SO helpful. I purchased my first home back in 2020 by myself and since then, I’ve received ongoing support from the team. The team are not only knowledgeable but incredibly supportive and have open lines of communication throughout the whole journey. It can be a very daunting process but I would happily recommend them to anyone I know.
Bree
Highly recommended – Zac and the team at Mortar Finance made it seamless and smooth from start to finish. I have a complicated structure being self employed – Mortar were able to break down our structure and present it in a certain way to the bank in order for our loan needs to be met.
Anthony
What an amazing and supportive business from the beginning. I could not fault the service, communication and adaptability. I would use again and recommend with confidence. My son recommended them to me, my daughter than used them and then me. No once off. Consistently do a great job.