Personal Lending

If you need a loan for any purpose, whether to buy a home or business, refinance an existing mortgage, invest, or consolidate debt, we can help. Acting as your broker, we can provide advice and find the best loan option for your specific needs from a wide range of lenders.

Our tailored loan solutions

Let us find the right loan and lender to suit your purpose:

  • Home loans, including for first home buyers, investment and refinancing
  • Bridging loans
  • Business loans, including lines of credit, term loads or capitak expenditure loans
  • Commercial property loans
  • Equipment and vehicle finance
  • Personal loans, such as for consolidating debt, or unexpected expenses.
  • Self Managed Super Funds (SMSF) loans to invest in residential or commercial property, which comply with SMSF lending requirements.
  • Construction and property development loans

Making the lending process easy

Applying for a loan can be difficult. We understand the challenges presented by the lending industry and can reduce the burden. With professional help from our personal lending advisors, you can explore your loan options and make well-informed decisions while also navigating the increasingly complex lending regulatory landscape easily.

Our point of difference

Our in-house finance professionals work closely together to deliver a loan solution that complements your short- and long-term financial objectives. This integration allows us to align lending decisions with your overall financial and tax planning strategies, providing recommendations on loan types and structures that support your investment goals.

Next steps

Our process starts with a discovery call and a scheduled meeting to understand your financial situation. Should you decide to move forward, we will work together to develop and implement a tailored tax strategy that aligns with your objectives.

Make an enquiry

The first step towards optimising your personal tax is to meet with one of our highly experienced advisors.

Please complete the form to discuss this further with one of our team members.

*Required fields

By submitting, I agree to Wilson Pateras Privacy Policy and Terms and Conditions