Business Details
Your Trusted Mortgage Adviser in Mt Waverley
FinancePath is a boutique mortgage advisory firm dedicated to eliminating financial stress through personalized, long-term client relationships. Our team of experienced mortgage advisers provides tailored lending solutions, active financial education, and strategic property investment analysis. We maintain exclusive partnerships with major Australian banks to offer competitive wholesale rates while prioritizing ongoing client support beyond initial loan settlement.With over 1,800 trusted client relationships and 180+ five-star reviews, we combine technological innovation through our proprietary FinancePath App with personalized service from the same dedicated team throughout every client's financial journey. Our Australian Credit License ensures compliance with the highest industry standards for professional indemnity and dispute resolution.
Services
Home Loans
Investment Property Loans
Debt Consolidation Loans
Self-Managed Super Fund Loans
Personalised Mortgage Plans
Property Valuation Reports
Depreciation Reports
Property Investment Analysis
Financial Planning
Money Management
Highlights and features
- We maintain long-term relationships through every stage of your mortgage journey
- Our team provides active financial education and market trend analysis
- We offer personalized loan structures tailored to individual financial goals
- We have exclusive access to wholesale banking rates from major Australian banks
- Our Lifetime Guarantee covers loan closures within the first three years
Associations and certifications
- Australian Credit License (ACL)
What people say
Fantastic service
Prompt assistance
Personalised mortgage plans
Empowered to understand
Approachable and helpful
Services
Home Loans
We specialise in tailored home loan solutions for first-time buyers, property upgraders, and investors. Our team secures competitive rates through exclusive banking partnerships while providing ongoing support from application to final repayment. Clients benefit from personalized loan structures that adapt to changing financial circumstances.
Investment Property Loans
Our investment property loans include comprehensive analysis reports and strategic financing options. We offer depreciation schedules, capital growth projections, and rental return assessments to maximise investment potential. Clients receive customised financing solutions aligned with their property portfolio goals.
Financial Planning
We provide holistic financial planning covering insurance, superannuation, and long-term wealth strategies. Our preferred partners deliver expert advice on life insurance, income protection, and retirement planning. All solutions integrate seamlessly with clients' existing financial arrangements.
Money Management
The FinancePath App offers 24/7 financial management with secure document storage, cash flow tracking, and goal-setting features. This technology solution simplifies tax preparation and provides real-time financial insights while maintaining strict data security protocols.
Debt Consolidation Loans
We create custom debt consolidation strategies to simplify multiple obligations into manageable repayment plans. Our solutions focus on reducing interest costs while maintaining financial flexibility. Clients receive ongoing support to adjust repayment strategies as their circumstances evolve.
People
Mark Attard
Managing Director
With over 20 years of mortgage advisory experience, Mark leads FinancePath's team in delivering personalized financial solutions. He focuses on empowering clients through strategic mortgage planning and education.
Chris Collard
Director
As Director and Complaints Officer, Chris ensures regulatory compliance and oversees dispute resolution processes. He maintains direct communication channels for client feedback and service improvement.
Ryan
Senior Mortgage Adviser
Ryan provides expert mortgage advice with a focus on first-home buyers and property investors. He specialises in matching clients with tailored lending solutions that adapt to life changes.
Margaret
Senior Mortgage Adviser
Margaret offers extensive experience in mortgage structuring and debt management strategies. She works closely with clients to develop sustainable financial plans aligned with their long-term goals.
Georgina
Team Leader
As Relationship Manager Team Leader, Georgina coordinates client support services and ensures consistent delivery of FinancePath's personalized approach across all client interactions.
Questions
How are you different from a traditional mortgage broker?
We provide ongoing loan management beyond settlement, maintain the same dedicated team throughout your journey, and hold an Australian Credit License ensuring higher compliance standards.
How long does loan approval take?
Our direct access to wholesale banking divisions enables faster in-house approvals, often eliminating the weeks-long waiting periods associated with traditional banks.
How does FinancePath make money?
We receive commissions from lending providers without charging client fees. Our three-year claw-back period means we don't profit if loans close within this period.
What dispute resolution processes exist?
Clients can contact our Complaints Officer directly or through any representative. We follow formal IDR procedures with written responses within 45 days and EDR referral options.
Can I use my existing financial planner?
Yes, we collaborate with external planners to ensure all services integrate seamlessly with your existing financial arrangements and overall wealth strategy.
What technology tools are available?
The FinancePath App provides 24/7 financial management with document storage, cash flow tracking, and goal-setting features to enhance financial organisation and control.
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