About me PUNEET

I have been in the financial industry for over 10 years mainly working as a mortgage manager for a leading bank and hence its safe to say that i understand the loan approval process inside out. I am market and financial industry savvy. My role is to work with you, first to understand your requirements, desires and goals, then to present you with a full recommendation, unique and tailor-made for your personal circumstance. Outside work, i enjoy spending time with my family. I have a keen interest in keeping fit, playing badminton and cooking. I have an open door policy that would gladly welcome new visitors and old friends.

Home Loans First home And Refinance

First Home

Buying a home can be an exciting and momentous occasion in your life, arranging finance can be stressful while so many other things are going through your mind.We work with you to arrange your finance, consult you through the process; offer comparisons and get the best deal available for you. Let us do all the running around for you so its one less thing for you to worry about.


Getting a new mortgage to replace the original is called refinancing. Refinancing is done to allow a borrower to obtain a better interest term and rate. One of the best reasons to refinance is to lower the interest rate on your existing loan.Reducing your interest rate not only helps you save money, it also increases the rate at which you build equity in your home, and it can decrease the size of your monthly payment. We help find you the best options available and save you money you could use towards your family holiday or that BBQ you were wanting for summer.

Loans & Finance Business Loans and Asset Finance

Loans & Finance

Business loans are tailored to assist you with the purchase of an existing business, starting a new business or franchise, or for major investments in your current business. To qualify for a business loan you will need to prove to the bank that your business venture will be viable and profitable. You also need to have the background and experience to run the business and that you will be easily able to repay the loan within the set timeframe. We will work with you to source and secure funds to get you the best possible deal, and provide comparisons on bank products, services and pricing. We will help you maximise the benefits of your cash flow and structure your debt so it best suits both your needs and your business needs. We also help you arrange up to 100% finance for range of assets including vehicles eg cars,trucks or utes, construction, manufacturing, agricultural and medical equipments.

Insurance Protecting yourself, loved ones and home


Along with helping you with your loan requirements to achieve their financial goals, we also assist in protecting the loan payments and your requirements in case of unforeseen circumstances. We will help you protect your family and assets, assess what type of cover you should have, which company’s product will be best suited to your needs, and what will be best possible premium for the selected products. Help you compare the insurance premiums from multiple insurance companies to ensure you get an unbiased view that means you don’t waste time having to shop around. Whether its life insurance, trauma/critical illness insurance, disability insurance, mortgage protection insurance, income protection insurance, or health/medical insurance, we will ensure you are adequately covered.

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  • "A man travels the world over in search of what he needs and returns home to find it."

    George A. Moore
  • "Love begins at home, and it is not how much we do... but how much love we put in that action."

    Mother Teresa
  • "Where we love is home - home that our feet may leave, but not our hearts."

    Oliver Wendell Holmes, Sr.
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