Business Details
Trusted Mortgage Brokers in Bulleen
Established to provide tailored financial solutions, Crest Financial Group specialises in guiding clients through home loans, refinancing, investment loans, and asset finance. Our team of experienced mortgage brokers offers personalised support for first-home buyers, investors, and businesses, ensuring access to competitive loan products and flexible financing options. We prioritise understanding individual financial goals, whether purchasing a property, consolidating debt, or exploring SMSF loans.With expertise in commercial lending and depreciating asset finance, we negotiate with lenders to secure terms aligned with client needs. Our services extend to low-documentation loans, construction financing, and bridging solutions, supported by transparent communication and compliance with Australian financial regulations. We empower clients with knowledge to make informed decisions, fostering long-term financial growth and stability.
Services
Home Loans
Refinancing
Investment Loans
Asset Finance
Commercial Loans
SMSF Loans
Bridging Loans
Construction Loans
Low-Documentation Loans
Highlights and features
- We offer tailored loan solutions for first-home buyers and investors.
- Our team negotiates competitive rates with multiple lenders.
- We provide expert guidance on SMSF and commercial property financing.
- We specialise in low-documentation and construction loan options.
- We prioritise transparent communication and client financial education.
Services
Home Loans
We provide tailored home loan solutions for first-time buyers and property investors. Our services include variable and fixed-rate options, bridging loans for transitional needs, and construction financing for new builds. We assess eligibility for government grants and ensure transparent communication about terms, fees, and repayment structures.
Refinancing
Our refinancing service helps clients secure better interest rates, consolidate debts, or adjust loan terms. We analyse equity levels, exit fees, and cost-benefit ratios to determine optimal refinancing strategies while negotiating with lenders for competitive offers.
Investment Loans
We offer investment loan products including interest-only, fixed-rate, and line-of-credit options for residential and commercial properties. Our guidance covers tax-deduction eligibility, rental income alignment, and equity access strategies to maximise investment returns.
SMSF Loans
Specialising in SMSF property loans, we facilitate purchases using self-managed super funds under ATO-compliant limited recourse arrangements. We coordinate legal documentation, lender approvals, and trust deed requirements to ensure regulatory adherence and investment suitability.
Asset Finance
We arrange finance for vehicles, machinery, and business equipment through leases, chattel mortgages, and commercial loans. Our solutions consider depreciation impacts, tax benefits, and cash flow requirements to match financing structures with client operational needs.
People
Daniel Esposito
Mortgage Broker
Daniel Esposito is a qualified mortgage broker with extensive experience in residential and investment lending. He specialises in guiding first-home buyers and investors through loan options while ensuring compliance with Australian financial regulations.
Peter Piccione
Mortgage Broker
Peter Piccione brings years of expertise in mortgage brokering, focusing on refinancing strategies and SMSF loan structures. He prioritises client education and transparent communication to help individuals and businesses achieve their financial goals.
Questions
What types of home loans do you offer?
We offer standard variable, fixed-rate, bridging, construction, and low-documentation home loans tailored to individual financial circumstances.
Can you help with refinancing existing loans?
Yes, we assist with refinancing to secure better rates, consolidate debt, or adjust loan terms while considering exit fees and cost-benefit analysis.
Do you provide investment property financing?
We offer variable, fixed, interest-only, and line-of-credit loans for residential and commercial investment properties with tax-deduction considerations.
What is an SMSF loan?
SMSF loans allow self-managed super funds to purchase property using a limited recourse borrowing arrangement, subject to ATO regulations and lender criteria.
Can I finance non-property assets through CFG?
Yes, we arrange finance for vehicles, equipment, and business assets via leases, chattel mortgages, and commercial loans suited to your financial profile.
