We help you navigate your mortgage and finance journey with clarity, confidence and purpose.
Buying a home, planning an upgrade, or investing for the future is more than just numbers, it’s about creating opportunities to live the life you deserve. At Nest & Vest Finance we take time to understand your circumstances and map out a strategy that suit your needs today and your goals tomorrow. From first-home buyers to refinancing or using equity to invest, let us help you plan with purpose so you can navigate your property journey with clarity and confidence.
Buying a home whether it’s your first or your next is a big decision, and it’s about more than just getting approved for a loan.
At Nest & Vest Finance, we guide buyers through every step of the purchase journey, helping you make confident, well-structured decisions that support both your lifestyle and long-term goals.
For first-home buyers, we’ll help you understand your options from the outset - including eligibility for state first-home buyer grants and concessions, choosing the right loan product and structure, and navigating the process from application through to settlement without the overwhelm.
For buyers moving into their next home, we’ll look at how to make the transition work financially and practically. This may include using equity in your current property, exploring bridging loan options if you’re buying before selling, and structuring your lending to suit your cash flow, timing and future plans.
And our support doesn’t stop at settlement. We check in after the keys are handed over to make sure you’re comfortable with your loan setup and repayments. Consider us your mortgage broker bestie, in your corner for the long term.
Because buying a home should feel exciting, not stressful - and the right structure makes all the difference.
At Nest & Vest Finance, we help property investors make strategic lending decisions that support portfolio growth and long-term outcomes. Whether you’re purchasing your first investment property, expanding an existing portfolio, or considering lifestyle-led and short-term rental opportunities, we guide you through lender policy, structure and borrowing strategy with clarity.
From loan selection and structuring to planning for future purchases, we help ensure your lending supports where you’re heading - not just the next transaction.
Mortgage markets change, lenders products change, and life changes too, which is why it’s smart to review your home loan regularly. Refinancing isn’t just about chasing a lower rate (although this could save you thousands!); it’s about making your loan work for your goals. Whether that's reducing interest costs, improving cash flow or accessing equity to fund renovations or another investment, Nest & Vest Finance can talk you through what options are right for you to help you achieve those goals.
Building your own home can be exciting, however construction loans work differently to established home loans so it’s important that you have someone in your corner! At Nest & Vest Finance, we will ensure you find the right product to suit your build and support you through the various stages of construction to ensure your finance needs are met.
Looking to buy a new car, motorbike, or even a boat? Asset finance makes it easier to get behind the wheel (or the handlebars!) without draining your savings. Nest & Vest will help you find the right loan structure to suit your lifestyle and budget, so you can enjoy your new purchase with confidence.
At Nest & Vest, we work with trusted specialists and lending partners to help you explore the right options. We’ll clarify your goals, help you prepare the essentials and coordinate the process so you stay focused on running the business while the experts handle the heavy lifting.
Book a time to discuss your goals and learn what you need to make this happen.
In preparation for your appointment, you will be sent a Financial Questionnaire to complete to understand your unique needs and inform capacity.
Talk through recommendations that are aligned with your goals and address any questions or concerns to help you choose the right lender and structure with clarity and confidence.
We will coordinate the required documentation and submit your application to your preferred lender, working to ensure a smooth and stress-free approval process.
Receive support right through to settlement and beyond, with periodic reviews to ensure your finance continues to meet your needs today and support your goals for the future.
Every property journey needs a guide.
As your dedicated mortgage broker, I’m here to help you chart a clear path toward your property goals – whether that’s buying your first home, refinancing, or looking for your next opportunity. With access to over 40 lenders and accreditation with FBAA, you’re in capable hands every step of the way.
Combining my background in strategy, consulting, and an MBA from Curtin University, I bring both professional insight and lived experience as a long-term property owner and investor. My goal? To make finance feel simple and aligned to your life goals. Because smart lending should move you forward, not hold you back.
We start with a detailed assessment of your income, expenses, and credit profile. This allows us to provide a clear borrowing range and help you choose a loan amount that fits your budget.
Typically you’ll need proof of identity, recent pay slips or income statements, bank account records, tax returns, and details of any existing debts. We’ll give you a checklist so nothing gets missed.
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Nest and Vest Pty Ltd, trading as Nest & Vest Finance (ABN 32 690 242 678) is a credit representative (Credit Representative Number 572343) of Australian Credit Licence 389087.
