Simon O'Kelly

Simon O'Kelly

Mortgage Broker
  •   5   (128 reviews)

About Simon

At Finance for Living, we have extensive lending experience and are passionate about customer service. When it comes to home loans, most people tend to shop around for the best interest rate. On the surface that may seem like the best idea, but what most people don’t realise is that the best interest rate doesn’t necessarily mean it’s the best deal to suit your unique requirements, circumstances and goals. We focus on getting the loan structure right first and working out which lenders will do what you need and then negotiate the rate for you. We’d love to sit down with you and help you find the home loan that suits your individual needs. As a starting point, be sure to take into account the size of the loan, how much you can set aside for a deposit and even the type of property that you one day hope to own. We cannot emphasise enough choosing the right product that will complement your current and future requirements, as well as tailoring the right package for you. There are hundreds of different home loans options to choose from. We’ll help you with understanding the many different options, features and fees to help you choose the right lender, strategy and structure. Our job is to help you understand the many different processes and systems of each lender and recommend the one that will suit you as an individual. We strive to educate clients on the many different types of loans and take the time to explain the benefits of how different structures could work to their advantage – helping them achieve their financial goals and plans sooner.

Simon's reviews

  5  
Simon has 128 reviewsacross 50 different locations, showing 6.
Refinanced Loan review
Excellence Plus 100%- Professionalism - Kindness and just plain old fashioned caring and support
6 months ago
Excellence Plus 100%- Professionalism - Kindness and just plain old fashioned caring and support

I cannot speak highly enough about the service, market knowledge and professionalism that Simon O’Kelly used to guide me with a reversed mortgage on my home - and most of all he showed me that there was hope and light at the end of the tunnel - from my very desperate and anxious world of trying to live on a pension - the relief and the load off my shoulders was incredible - he talked to me - he gently found out all the issues I was having and gave his assurance that I wasn’t doing anything wrong and that he could help me get on top of this situation I was in - he was relentless in his contact with me throughout this journey - he was prepared to go that extra mile so many times - he took the extreme worry and anxiety I was having from me and showed me I was definitely NOT alone - I can now sleep with peace of mind In a business world of distrust I found Simon’s integrity beyond reproach and any of his staff I dealt showed the same professionalism which is somewhat hard to find these days I am only to happy to speak to anyone who would like further confirmation of Simon and his company’s services Thank you

New Purchase review
A Seamless Investment Property Journey
10 months ago
A Seamless Investment Property Journey

We recently worked with Finance For Living to secure our first investment property, and we couldn’t be more pleased with the experience. From start to finish, they were professional, reliable, and incredibly supportive. The team made what could have been a complex process feel smooth and manageable, guiding us through every step with clarity and confidence. Their attention to detail and commitment to keeping everything on track meant we never felt overwhelmed. They were always available to answer our questions, provided sound advice, and ensured that timelines were met with ease. It’s reassuring to work with people who truly know their craft and genuinely care about helping their clients succeed. If you’re looking for a mortgage broker who delivers outstanding service and peace of mind, we highly recommend Finance For Living. They’ve earned our trust, and we’ll absolutely return to them for future property ventures.

Refinanced Loan review
Brilliant
11 months ago
Brilliant

Simon and the teams knowledge of the current volatile market was exactly what we needed to make informed decisions for our loan service. As we are at the stage of life where Retirement is also nearing , we also felt that his resources and connections gave us the ability to set retirement plans with confidence! Thankyou Team !

New Purchase review
Dream team!
12 months ago
Dream team!

Simon and his team are exceptionally knowledgeable about the market and lenders, and make the process of loan approval and lender selection super easy and tailored to your needs. The team are with you every step of the way; this is my second time purchasing a property with Simon's help, and I couldn't recommend him more highly.

Refinanced Loan review
Total Pro....
about 1 year ago
Total Pro....

I can't reccommend Simon and his team enough...over the years he has been able to access funds for me whenI have needed it when everyone else couldn't. Totally professional and willing to got the extra mile. Many thanks Simon and team. Regards Anthony Morley , Sandringham VIC

New Purchase review
First home buyer from overseas
about 1 year ago
First home buyer from overseas

We had the pleasure of working with Simon O’Kelly at Finance for Living, and we cannot recommend him highly enough. As first home buyers navigating a property purchase from overseas, we didn’t know where to begin, but Simon and his team were simply outstanding from start to finish. They took the time to truly understand our situation and goals, and then guided us through every step of the mortgage process with patience, clarity, and professionalism. Simon was always available to answer our questions—no matter how big or small—and helped us feel confident in every decision we made. If you’re looking for a reliable mortgage broker in Melbourne who treats his clients with honesty and integrity, this is who you want in your corner. We are incredibly grateful for his support in helping us secure our new (first) home.

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Simon O'Kelly
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