A bit about us.

We're mortgage brokers

It's our job to find the right loan for you. We do that by helping you navigate the choices and changes in the market. Then we go in to bat for you and can even negotiate on your behalf. Once we've found a loan we like the look of, we'll help manage the whole process for you.

Why use us?

Whether it's for your first home, refinancing your current place or an investment, we have access to loans from a host of Australia's leading lenders, one of which could be the right one for you. Finding one that's right for you is the hard part, and that's where we come in. We'll consider a range of options to help you get the solution you're looking for.

We're here from start to finish.

We're not just here to help you find a loan with the right fit. We're here to make the whole process easier. Once we've found a loan, we'll help take care of the paperwork or manage the application process right through to approval.

Call us anytime.

You can pick up the phone or email us at anytime during your financial journey. Maybe you're about to buy, want to build your investment portfolio, renovate or just review - you can make an obligation-free appointment with us at a time and place that suits you.

You come first.

When we meet, we'll ask about your financial circumstances and goals to understand what's important to you in a home loan. You may be looking for flexibility because you're planning to start a family or you may want ready access to equity for a rental property or renovations. There's a huge choice of products and we'll recommend one that's right for you depending on your needs. And we always look for a loan that suits you, not the lender.

Check out my weekly blogs on a wide range of finance related topics at https://www.portfoliocapital.net.au/blog

Testimonials.

David has helped me to secure an appropriate mortgage for the second time. During both application processes he has been professional, reliable, knowledgeable and easy to work with. I will be using his services next time I am wanting to obtain finance.
Melissa, Wynnum Qld

Thank you. I hope this awful bank commission business hasn't affected you too much. Don't worry, I'm still your strongest supporter.
Vicki, Melbourne

David is very patient and flexible. David responds to any enquiry almost immediately and is happy to help. We couldn't have been happier with his service. Highly recommend.
Sarah, Brisbane

Thanks David, for all your help with the refinance of our home and investment loans. Your patience and willingness to help with everything was greatly appreciated and we would be happy to recommend family and friends. Regards Maryana
Maryana, Brisbane

From Kirsten and I thanks for making this smooth and seamless. We've used a broker in the past but none to the service level of yourself. Will definitely engage again if needed and recommend you.
Brett and Kirsten, QLD

We can't thank you enough for everything you've done over the past few weeks to get this loan approved.We couldn't be happier.
Jacqui and Andrew, QLD

David made our home buying experience a breeze, by navigating and explaining the approvals process with us the whole way. I'd recommend David to anyone looking for a loan!
Dan, QLD

David is professional from start to finish. He sourced the right loan for me which was not that easy to place. Thanks for your excellent work.
Peter, QLD

Really appreciate all your guidance and assistance, you make the process a lot easier for us.
Jodie, Narre Warren, VIC

Thank you for your professional continued follow up with Suncorp, Leanne and myself leading to the positive result facilitated by you and your advice.
Craig, North Lakes, QLD

Once again, thank you for all of your help and assistance that you have provided since our first meeting. You have made this process a lot easier for us !
Sian J, QLD

My job would be a lot easier if I was dealing with efficient proactive people like you - well done !
David B, Settlement Agent, WA

I wanted to personally thank you for the outstanding service you provided with my home loan. You made it an easy and seamless process, you were very prompt in returning my phone calls and you seemed to work long and late hours, my true definition of a real trooper in getting the job done. Your service has been so good; I have referred several friends to you. If ever I'm in the market for another loan, I will no longer use other lenders; I will go straight to you.
Roz Brown, QLD

David, firstly, thank you for your assistance during the process, your patience and attention to detail. Definitely a breath of fresh air for us.
Michael M, QLD

Hi David, Thank you for your assistance and support in securing the right finance deal for this investment. I have found your service and client centric approach exceptional, including your communication and follow up on all matters which has made the experience seamless and relatively trouble free as a client. I will certainly endorse your business to any prospective client looking to secure financing for purchasing property in future. Thanks again and hope you have a great Christmas Break.
Con, NSW

Good afternoon David, I sincerely appreciate your efforts here with regards to timely settlement.
Anthony, QLD

Thank you for all your hard work, looking forward to moving in with plenty of time before Christmas.
Jonathon and Emma, NSW

Excellent thanks Dave really appreciate your help with all this, thanks again.
Phil, QLD

My partner Vicki has used David's services many times and he has always been very professional and great to deal with. He knows his stuff and even though we had a difficult bank to deal with he came through and went over and above to make sure we where looked after and secured us a great deal. Would definitely recommend David.
John D, Dec 2017

David is very easy to work with, doesn't judge you but always ready to assist you. I have been using David for 10 years and highly recommended him to anyone.
Vicki O, Aug 2017

...our first dealings with David (15 years ago) made our first experience of purchasing our home so easy and smooth that it was a no brainer that I contact David again for a more complex purchase. He handled everything and explained each step so we understood everything plus followed up all the time and dealt with all parties. He really makes purchasing a home a pain free and positive experience. Nothing is too much trouble and any roadblocks are worked through without proving us with any extra stress. Thanks David !
Jodie C, June 2017

How Portfolio Capital Can Help You Make Better Decisions About Your Finance

Photo of a Mortgage Broker Consultation outlining Finance options in Mount Ommaney

At Portfolio Capital, we have a defined process to help you make better decisions about financing your home or investment properties, motor vehicles and other ‘lifestyle assets’. First, we begin by examining your circumstances, your requirements, and your objectives.

 

Based on this information, we assess your purchasing and borrowing capacity and provide a range of loan options that suit your requirements and objectives.

 

Depending on the situation, this process can usually be completed quite quickly.

 

1.Fill up the Fact Find form

For example, when someone comes to us wanting to explore their options, we will first offer them a secure, online Fact Find form to get all the necessary information. This way, we can do our analysis and skip the boring parts when we meet, either face to face, via video conference or phone. We can then have a detailed conversation about where they are and what their options are.

Of course, if you prefer, we can still gather all that information at our first meeting; however, our clients that use this facility say that they really like how much time it saves in the process.

2.Goal Setting

Either way, once we have all the necessary information, we then have a detailed conversation about where they are, what their plans are and about the steps necessary to put those plans into action.

Basically, we will look at what makes sense for that particular client, go through all of the ins and outs of what different products are available in the market today that could suit their needs and circumstances. I’ll also explain how each of those products work from a lending perspective and how it will impact them going forward if they choose to go down one path or another.

3. Product Selection

After we’ve gone through all of that, I’ll provide my recommendations as to which product or products would be the best fit for them given your current circumstances.

Once they’ve made a decision, I’ll take care of all of the paperwork and walk them through each step of the process so there are no surprises.

 

If you’re looking for someone to help you navigate the complex world of finance, look no further than Portfolio Capital. We specialise in helping our clients make informed decisions about their loan options.

 

Contact us today at 07 3139 1372 learn more about how we can help you! Or Download one of our free guides and know more.

Contact us now

Meet the team

Speak directly to us, just make sure to include all your contact details for us to get back to you as soon as possible.

Professionalism at every turn.

We pride ourselves on our professionalism in every facet of our business. Simply click here for a copy of our Internal Dispute Resolution (IDR) process.

Title