

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

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

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

Travis Love
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
Refinanced Loan of 22 Wedge Circuit, Invermay Park
Travis has unprecedented knowledge of the lending landscape and he uses these skills to provide a product that will achieve our short and long term goals. He explains the plan and structure very clearly which gives us the confidence that our finances are in safe hands. Could not be happier with the service he has provided.
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.


Jay Morosi
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced
This is the third property we have used Jay as our mortgage broker for. He is very professional, great at communication and goes above and beyond to help. We would absolutely recommend Jay as a mortgage broker and should we require further services will definitely keep him as our number 1 go to.


Jason Butcher
Mortgage Broker
Reviews in Ballarat
New loans
Loans refinanced


Alexia Pettenon
Mortgage Broker | Auctioneer
Reviews in Ballarat
New loans
Loans refinanced
New Purchase of 27 Lavinia Drive, Ballarat North
We were very new to investing in property. Alexia and the team made it very easy. There were updates provided regularly including who we could expect to hear from and timelines for getting everything done. Process was easy, communication was quick and regular.
New Purchase of 1 Nuggety Lane, Canadian
Working with Alexia for my recent purchase was a pleasure. Alexia was always willing to assist with any query's I had and made herself available any time I was unsure and needed some clarification. I'd highly recommend Alexia to any of my friends and family and look forward to working with her in the future.
National Top 20
Australia2026State Top 5
Northern Territory2026State Top 5
Queensland2026