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You’re in good hands

Meet Our Team

Jeremy - Owner

Childhood dream job: Architect

Jeremy, our Managing Director, began his career as a Health and Building Inspector in Inverell before transitioning into the IT industry, where he gained over 20 years of experience in IP networks and LAN. He has worked with major organizations such as the BBC (UK), NatWest Bank (UK), and Westpac, contributing to the telecommunications, broadcasting, and banking sectors. After spending a decade as a Franchise Principal with RAMS Home Loans, Jeremy is excited to offer a broader range of Commercial and SMSF products, empowering clients to take control of their super and investments. In his spare time, Jeremy is training to compete in the Backgammon World Championships in 2027.

Anne - Owner

Childhood dream job: Signwriter

Anne, one of our Directors, holds a BA from Sydney University and began her career in the telecommunications industry with Optus, followed by IT roles at Heathrow Airport (BAA) in the UK. After returning to the Blue Mountains, she and her husband Jeremy opened the award-winning Mash Café (now 2773) in Glenbrook. With firsthand experience in the unique challenges of running a small business, Anne transitioned into lending and has spent the past decade working with RAMS and Rate Money. This year, her personal goal is to train her energetic border collie to walk calmly on a lead.

Holly - Finance Broker

Childhood dream job: Hairdresser

Holly, one of our Finance Brokers, is a strong advocate for First Home Buyers. Having purchased her first home at just 20, she is passionate about helping young people find innovative ways to achieve their property goals. Holly understands that the process can be overwhelming and is committed to supporting you through every stage of the journey. In addition to her broking expertise, Holly is our team's health and wellness coach, bringing positivity and a unique local perspective to the office and the market.

Nicole - Finance Broker

Childhood dream job: Diamond Netballer

Nicole, a Finance Broker with extensive experience in both Real Estate and Mortgage Broking, earned her Real Estate License at just 22. From 1991 to 2007, she worked as a Property Manager and Sales Agent before transitioning to finance to expand her expertise in property acquisition. With a Diploma in Finance & Mortgage Broking, Nicole has since specialised in Self-Employed, Commercial, and SMSF lending, helping clients achieve financial freedom. As an experienced professional, Nicole is the ideal partner to guide you through your loan process.

Bernie

Childhood dream job: Teacher

Bernie is an experienced and innovative Business Manager with a passion for helping clients navigate every stage of the loan process. She believes that the key to success—and the strongest foundation for any business—is providing exceptional customer service. With a warm and engaging approach, Bernie is dedicated to making your experience seamless and rewarding.