Creating business exit strategies
I specialise in educating and preparing first home buyers for their property journey,
with a strong focus on readiness, strategy, and long-term financial sustainability. With over 13 years’ experience in residential lending, I support clients through every stage of the process, from understanding their borrowing position to structuring loans that make the most of government grants and schemes, reducing upfront costs wherever possible.
I work closely with clients purchasing both owner-occupied and investment properties, including those using a variety of contribution sources such as savings, equity, gifts, and shares. I also have extensive experience assessing self-employed income across multiple structures and regularly collaborate with accountants and financial advisers to help clients achieve their broader financial goals.
Prior to joining Mortar Finance, I worked with one of Australia’s Big Four banks in
senior management, home lending, and coaching roles, supporting clients across Far North Queensland. Based on the Atherton Tablelands, I work with clients across
Australia, predominantly throughout Mackay, Cairns, Toowoomba, Gympie, Bundaberg, Brisbane and the Sunshine Coast.
Project Details
Our 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.