Business Details
Your Trusted Mortgage Broker & Financial Planner in Windsor
Stakks Finance is a professional mortgage brokering and financial planning firm dedicated to helping clients navigate the competitive financial landscape. With over 15 years of combined experience, our team specialises in sourcing tailored home loan solutions, investment strategies, and comprehensive financial planning. Accredited by the MFAA and AFG, we prioritise client-centric service, offering access to hundreds of loan products from leading Australian lenders. Our commitment to transparency ensures clients receive unbiased advice, while our industry recognition reflects our dedication to excellence.We simplify complex financial processes, providing fast results and ongoing support to meet evolving client needs. Our expertise extends to property investment, equipment financing, and vehicle loans, ensuring holistic financial solutions. With a focus on long-term relationships, we work closely with clients beyond loan settlement to adapt to changing lifestyles and goals.
Services
Home Loans
Equipment Finance
Vehicle Finance
Financial Planning
Property Investment
Highlights and features
- Award-winning mortgage brokers with top 40 rankings in NSW for five consecutive years
- MFAA-accredited team ensuring industry-standard compliance and expertise
- Access to hundreds of loan options from Australia's leading lenders
- Personalised financial planning tailored to individual client goals
- Ongoing support beyond loan settlement to adapt to changing needs
Associations and certifications
- MFAA
- AFG
What people say
Professional and courteous
Fantastic team
Excellent service
Stress-free process
Highly recommend
Services
Home Loans
Stakks Finance specialises in sourcing competitive home loans tailored to individual needs. We offer access to hundreds of loan products from leading Australian lenders, ensuring clients secure the best rates and features. Our team guides clients through the application process, from initial consultation to settlement, with ongoing support for refinancing or portfolio expansion.
Financial Planning
Our qualified financial planners create custom strategies for long-term wealth creation. Services include budgeting, debt reduction, tax minimisation, and retirement planning. We focus on aligning financial goals with life objectives, offering ongoing reviews to adapt to changing circumstances and ensure sustained financial growth.
Equipment Finance
Stakks Finance provides tailored equipment financing solutions for businesses. We offer options for purchasing trucks, machinery, office equipment, and vehicles, with flexible terms to suit various industries. Our brokers match businesses with lenders offering competitive rates and repayment structures aligned with operational cash flow.
Vehicle Finance
We facilitate vehicle financing for personal and business use, including cars, motorcycles, and caravans. Our services cover chattel mortgages, novated leases, and standard loan options. The team helps clients compare terms and interest rates to secure the most cost-effective financing solution for their needs.
Property Investment
Stakks Finance supports property investors with tailored loan solutions for residential and commercial portfolios. We offer guidance on equity utilisation, investment strategies, and SMSF loans. Our brokers help clients navigate market trends and lender requirements to maximise returns on investment properties.
People
Kylie Ravens
Principal Mortgage Broker
Kylie Ravens has over 15 years of experience in finance, ranking among NSW's top 40 brokers for five consecutive years. She specialises in mortgage brokering and financial strategy, prioritising client needs with a commitment to finding optimal loan solutions.
Jennifer Sligar
Financial Adviser
Jennifer Sligar holds a Graduate Diploma in Financial Planning and specialises in Self-Managed Super Funds. With over five years in financial services and prior healthcare industry experience, she combines analytical skills with client-focused advice to build tailored wealth strategies.
Sylvana Puskaric
Client Services Manager
Sylvana Puskaric brings five years of SMSF industry expertise to her role, managing fund setups, insurance applications, and client servicing. Her background in accounting ensures meticulous attention to detail in implementing and maintaining clients' financial plans.
Questions
What mortgage options are available for first-time homebuyers?
We offer competitive first-home buyer loans with low-deposit options, government grants, and flexible repayment terms. Our brokers compare products from 100+ lenders to find the best fit for your circumstances.
How can financial planning benefit my long-term goals?
Our financial planners create custom strategies for retirement, wealth creation, and tax efficiency. We provide ongoing reviews to adapt to life changes, ensuring your investments align with evolving personal and financial objectives.
What documentation is required for a home loan application?
Standard requirements include proof of income, identification, bank statements, and property details. Our team provides a checklist and guides you through each step to streamline the approval process.
Do you offer financing for investment properties?
Yes, we specialise in investment property loans with features like interest-only repayments and equity utilisation. Our brokers help investors access competitive rates and structure portfolios for maximum returns.
How quickly can a loan be approved?
Many loans receive preliminary approval within 24-48 hours, with full settlement typically taking 4-6 weeks. We prioritise fast processing while ensuring thorough compliance checks for secure transactions.
