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Overview
Helping you navigate lending
and finance broking to reach your goals.
You may have goals in your life that you simply cannot realise, without the right funding.
Getting the finance you need to bring your goals to life can be made straightforward, when you have a highly experienced team of financial advisors working for you.
Our dedicated lending advisors can help you obtain the finance you need, on the best available terms.
Our Approach to Lending and Finance Broking
When you need finance, we will work directly with your accountant to ensure we first fully understand your needs.
As your financial brokers, we then seek out the right funding on the most appropriate terms for you. We also ensure the debt is properly structured to suit your current and future needs.
With over 100 years of combined experience in the financial services industry, our highly experienced team ensure you receive the best possible finance broking advice.
It is our aim to create long-term relationships based on remaining highly attuned to your ever-changing financial needs.
How Our Lending Advisors and Finance Brokers Can Help
Our lending advisors can work with you to tailor a solution and provide advice on:
Our team
Our Lending and Finance Broking Team
Below is a list of our team members who specialise in lending and finance broking. They are committed to investing their time in helping you to achieve your financial goals.
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James Thompson
General Manager, Lending
View profileJames Thompson
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Julie Cassidy
Commercial/Corporate Lending
View profileJulie Cassidy
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Katharina Argana
Lending Advisor
View profileKatharina Argana
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Tom McArdle
Client Associate – Commercial
View profileTom McArdle
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Angus Askew
Asset Finance Specialist
View profileAngus Askew
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Andrew Dodwell
Asset Finance Specialist
View profileAndrew Dodwell
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Mitchell Scott
Lending Associate
View profileMitchell Scott
Hear from Our Clients
"The team at Partners Wealth Group have always shown they will go above and beyond to get my deals done. In what has been a trying few years in property, and in particular, development, but Julie and the team have worked tirelessly to get funding for land, construction and residual stock as well as giving my personal financial position priority to ensure the deal done is the right deal. No hesitation in recommending Partners Wealth Group."
Adam Sloane | Developer
Learn how we were able to partner with a client, Fraser McLennan, and his business to help him restructure his business lending. Our financial advisors helped him to achieve his business and personal goals while removing any stress so that he could concentrate on running his business.
Fraser McLennan | Planet Shoes
"I have a strong relationship with my existing bank so when my accountant recommended I talk to Partners Lending regarding finance for a recent project I was a little sceptical about the value they could deliver. My accountant had recently used them to refinance their own bank facilities, and I’ve used Partners Wealth Group for my SMSF set up and their Legal Services as well, so I agreed to give them a try. I’m happy to say the rate delivered was well below what I had been able to negotiate and the extra assistance that the lending team provided when dealing with the bank made it a great experience, one I’m repeating on my current development."
Tom Chambers | COO - Perfect Events
"The lending team was instrumental in assisting me with my investment loan. Their knowledge of banking and financial products and their efficiency in the execution of the loan confirmed I was in good hands. The process was quick and simple, allowing me more time to get on with running my business. I would highly recommend all future lending with Partners."
David Cox | CEO – Australia Pacific Touring
Latest News & Events
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Interest rate rises: What does it mean for housing affordability and the rising cost of living?
In a pre-election climate dominated by issues of housing affordability and the rising cost of living, the RBA have today raised interest rates by 0.35%. This is the highest rate rise since November 2010, and the first of a potential series of rate rises a
Lending environment & the budget impact for borrowers
Interest rates, housing affordability and the rising cost of living are the hot topics circling today’s media outlets after the recent release of the new Budget by the Federal Government
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