

Geoff Lai
Partner and Finance Strategist | Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
New Purchase of 65 Berrigan Drive, Bonshaw
We had an excellent experience working with Geoff for the purchase of our second property in the Ballarat, VIC. From the outset, Geoff demonstrated strong market knowledge and a clear understanding of our financial position, goals, and comfort level with the process. What stood out most was Geoff’s patience and adaptability. He tailored his explanations to our level of knowledge and financial literacy, ensuring we were confident and well-informed without ever feeling overwhelmed. He provided timely reminders and follow-ups when needed, but always in a supportive way that never felt rushed or pressured. Geoff’s communication was clear, consistent, and reassuring throughout. He explained options in plain language, flagged risks early, and helped us think through decisions carefully. This was particularly valuable as a second property purchase, where the structure and implications can be more complex. His professionalism was evident at every stage — from loan structuring and lender selection through to settlement. Geoff was proactive, detail-oriented, and highly responsive, coordinating smoothly with all parties involved and keeping the process on track. We genuinely felt that Geoff was working in our best interests at all times. His calm, respectful approach and thoughtful advice made the entire experience feel well-managed and aligned to our needs. We would confidently recommend Geoff to anyone seeking a knowledgeable, patient, and highly professional broker, and we would happily work with him again in the future.
New Purchase of 13 Whatman Street, Lucas
Geoff is an absolute weapon of a mortgage broker. Hard working, sharp, and incredibly informative. He handled every step with complete precision and had everything done promptly and on time. The guy works like a magician. He made a complex process feel simple and delivered results that I couldn’t have achieved without him. If you want someone who genuinely fights for the best outcome and actually gets things done, Geoff is your guy. Highly recommend.
National Top 20
Australia2026State Top 5
New South Wales2026

Priya Sood
Mortgage Broker | Director
Reviews in Ballarat
New loans
Loans refinanced
Refinanced Loan of 50 Thurling Parade, Lucas
Priya was outstanding in assisting me with the financing of my investment property. She demonstrated a strong understanding of the market, clearly explained my options, and guided me through the process with professionalism and confidence. Her responsiveness and attention to detail made the entire experience seamless. I would highly recommend Priya to anyone seeking a knowledgeable and reliable mortgage broker.
I recently engaged Priya Sood for the finance on another investment property purchase, and her professionalism and expertise were once again outstanding. Priya has supported me across multiple acquisitions over the years, and each experience reaffirms why she is my preferred mortgage broker. She has a deep understanding of investment lending and maintains an extensive network of lenders, allowing her to secure highly competitive rates and structure loans in a way that aligns perfectly with my financial goals. Her attention to detail and ability to navigate complex scenarios make the process exceptionally smooth.


Benjamin Fenley
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
National Top 20
Australia2026State Top 5
South Australia2026

Jonathan Harris
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
New Purchase of 7 Mia Street, Alfredton
Jonathan and team went above and beyond to assist with the purchase of my first property. From start to finish he was professional, knowledgeable and continued to keep me informed with updates. He made the whole process seamless, eliminating all stress for a beginner like me. There was so much done behind the scenes and I am very grateful for their work!
New Purchase of 4/243 York St, Ballarat East
I had a great experience working with Jonathan. His communication was great throughout the process, responded promptly to all my queries, and took the time to explain each step in detail. His professionalism and efficiency made the mortgage process smooth and straightforward. Highly recommended!
New Purchase of 29A Paling St, Ballarat North
Jonathan and his team provided the most wonderful support in helping us secure our recent investment property. He made the borrowing process seamless and easy to understand, underpinned by his exceptional communication and ability to simplify and explain each step. Not only did Jonathan ensure we secured great rates, but he ensured he aligned our broader buying team in the process, so everybody was clear on what we were capable of and looking to achieve in the purchase. Could not recommend Jonathan as his team high enough!
National Top 20
Australia2026State Top 5
New South Wales2026

Jason Butcher
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
New Purchase of 9 Spencer St, Canadian
We recently worked with Jason Butcher for the purchase of our home, and we couldn’t be happier with the experience. From start to finish, Jason was professional, knowledgeable, and incredibly supportive. He took the time to explain every step of the mortgage process, answered all our questions patiently, and provided advice that was tailored to our situation. Jason made what can often be a stressful and overwhelming process smooth and straightforward, ensuring we felt confident in every decision we made. Thanks to Jason’s expertise and dedication, we secured the right mortgage for our needs without any unnecessary stress. We highly recommend Jason to anyone looking for a mortgage broker who is reliable, approachable, and genuinely cares about his clients.


Travis Love
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
State Top 5
Victoria2026National Top 20
Australia2026State Top 5
Queensland2026

Luke Jolliffe
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
Refinanced Loan of 5 Clarice Road, Mount Pleasant
Luke & Team have been outstanding throughout the entire process. The communication has been clear & responsive. He has demonstrated a high level of professionalism and knowledge making this experience as smooth as possible.

Humberto Veiga
Reviews in Ballarat
New loans
Loans refinanced
New Purchase of 65 Atkinsons Road, Magpie
This was my first time going for a non bank lender and whilst the difference in complexity certainly took me by surprise Humberto was also there with the answers and always checked in at critical times ensuring everything went through on time - was able to secure a deal that would not have been possible otherwise!


Ashlen McKenzie
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
Ashlen was excellent to deal with from start to finish. Everything was made easy to understand for us. Ashlen has made this refinance the "easiest" and "fastest" we have ever done!! She has a very friendly and easy going manner and we would be happy to refer Ashlen to any friend or family member in the future. A great refinancing experience. Thanks.
National Top 20
Australia2026