Business Details
27 Years
experience
Your Trusted Mortgage Broker in Sydney
Oz Loans Finance is a boutique finance and mortgage broking service established in 1999, dedicated to providing tailored financial solutions for residential and commercial projects. Founded by Alvin Lee, a CPA with over 40 years of experience, the business now operates under Greg North, who has expanded the team to include 13 brokers. We specialize in home loans, investment property finance, business lending, and financial planning, leveraging relationships with major lenders and private funders.Our approach prioritizes personalized service, holistic support, and adaptability to industry changes, ensuring clients receive competitive rates and expert guidance. With accreditations from leading financial institutions and a focus on client-centric outcomes, we aim to simplify the borrowing process while safeguarding client interests through rigorous privacy and security measures.
Services
Home Loans
Investment Property Finance
Business Loans
Car Finance
Financial Planning
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of expertise in mortgage and finance broking.
- Our team provides personalized service tailored to individual financial goals.
- We access a wide network of lenders, including major banks and private funders.
- Our financial planning services ensure long-term wealth growth and security.
- We prioritize client satisfaction with transparent communication and ongoing support.
Associations and certifications
- Australian Credit Licence Number 391829
- ABN 56 090 913 607
Services
Home Loans
We provide tailored home loan solutions for first-time buyers, refinancers, and property investors. Our brokers compare products from major lenders to secure competitive rates and terms aligned with your financial situation. With expertise in government schemes and deposit options, we simplify the process of purchasing or refinancing your home while ensuring transparency and long-term affordability.
Investment Property Finance
Our investment property finance services help clients build wealth through strategic real estate investments. We offer guidance on interest-only loans, tax-deductible financing, and portfolio growth, leveraging relationships with lenders specializing in investment properties. From first-time investors to seasoned property owners, we structure loans that maximize returns and minimize risks in Australia's dynamic housing market.
Business Loans
We specialize in business loans for growth, equipment financing, and working capital. Our brokers connect businesses with lenders offering term loans, overdrafts, and invoice financing, tailored to cash flow needs. With expertise in franchise funding and commercial property loans, we support SMEs and larger enterprises in securing capital for expansion, debt consolidation, or operational efficiency.
Car Finance
Our car finance solutions cater to personal and commercial vehicle purchases, including cars, boats, and machinery. We arrange secured loans, leases, and novated agreements with flexible terms to suit individual or business budgets. By partnering with multiple lenders, we ensure competitive rates and streamlined approvals for both new and used asset acquisitions.
Financial Planning
We offer holistic financial planning services covering retirement strategies, tax optimization, and wealth protection. Our advisors assess your long-term goals to create personalized plans integrating property investments, superannuation, and risk management. By combining mortgage expertise with financial strategy, we help clients achieve financial freedom and intergenerational wealth transfer.
People
Greg North
Director of OzLoans Finance Pty Ltd
Greg North leads OzLoans Broker Group with expertise in investment property finance, gained through roles with The Investors Club from 2000 to 2017. He partners with a team of 13 brokers to deliver tailored financial solutions.
Alvin Lee
Founder
Alvin Lee, a CPA with 40+ years of experience, founded OzLoans Finance in 1999. He pioneered the business's holistic approach until his passing in May 2023, leaving a legacy of client-focused broking services.
Steven Yuen
Finance Broker
Steven Yuen is a FBAA-accredited mortgage broker with experience in major and regional banks, supported by OzLoans' team of lending experts to deliver customized finance solutions.
Igal Prigan
Financial Planner
Igal Prigan combines financial planning and broking expertise to help clients align property investments with long-term wealth goals, leveraging OzLoans' lender network and industry partnerships.
Questions
What types of home loans do you offer?
We offer a range of home loans including fixed, variable, interest-only, and offset accounts tailored to first-home buyers, investors, and refinancers.
Can I get finance for an investment property?
Yes, we specialize in investment property loans with options for interest-only terms, tax-deductible financing, and portfolio growth strategies.
Do you provide business loans?
Yes, we arrange business loans for equipment, working capital, and expansion, partnering with lenders offering competitive rates and flexible terms.
How does car finance work?
We offer secured car loans, leases, and novated agreements with tailored repayment options for personal or commercial vehicle purchases.
What financial planning services are available?
Our services include retirement planning, tax optimization, and wealth protection strategies integrated with property and mortgage solutions.
