Business Details
17 Years
experience
Your Trusted Mortgage Partner on the Sunshine Coast
At Loan Wize, we are your trusted partners in the world of mortgages and finance. Founded in July 2009 by industry veterans Tammy Lee and Jon Colley, we bring over three decades of combined experience to empower clients in achieving property investment goals. Our mission is to provide ongoing, high-quality advice tailored to individual needs, ensuring transparency, ethical practices, and community support.With expertise in residential, commercial, and equipment finance, we prioritize client interests over banks, offering personalized solutions and fostering long-term relationships. Our team actively engages in local initiatives like the Sunshine Coast Dunga Derby, reflecting our commitment to both financial excellence and community well-being.
Services
Home Loans
Business Loans
Equipment Finance
Car Loans
Commercial Property Finance
Debt Consolidation
Truck Finance
Boat Loans
Caravan Finance
Franchise Loans
Details
- Year established: 2009
Highlights and features
- We prioritize your interests over banks, offering unbiased advice.
- Personalized finance solutions tailored to your unique goals.
- Transparent processes with no hidden fees or obligations.
- Over 48 years of combined industry experience in finance expertise.
- Active community involvement and client-focused service excellence.
Associations and certifications
- MFAA
What people say
Professional and efficient
Best deal secured
Seamless process
Excellent communication
Highly recommend
Services
Home Loans
Loan Wize offers tailored home loan solutions for first-time buyers and experienced investors. Our services include competitive rate comparisons, offset accounts, fixed/variable rate options, and construction loans. We focus on simplifying the process, ensuring clients secure the best terms for their residential property goals while providing ongoing support and financial education.
Business Loans
We specialize in business loans for startups, expansions, and operational needs. Services include overdrafts, equipment financing, franchise funding, and SMSF loans. Our team leverages industry expertise to structure competitive packages, ensuring businesses access working capital or assets while optimizing tax benefits and long-term growth strategies.
Equipment Finance
Loan Wize provides equipment finance for vehicles, machinery, and leisure assets like boats and caravans. Options include chattel mortgages, leases, and hire purchases. We negotiate favorable terms for individuals and businesses, ensuring affordable repayments and seamless approvals for tradies, truck owners, and recreational buyers.
Debt Consolidation
Our debt consolidation services combine high-interest debts into a single, manageable loan. By simplifying repayments and reducing interest costs, we help clients regain financial control. We assess individual circumstances to structure solutions that lower monthly payments and accelerate debt clearance without compromising credit health.
Commercial Property Finance
We offer specialized financing for commercial property purchases, including offices, warehouses, and retail spaces. Our expertise includes long-term lending structures, competitive rate negotiations, and tailored repayment plans. Clients benefit from strategic advice on yield optimization, tax efficiency, and portfolio growth for both owner-occupied and investment properties.
People
Jon Colley
Director & Professional Lending Specialist
Jon has over 20 years in finance, holding a degree in accounting and a mortgage broking diploma. He specializes in commercial finance and property investment, combining technical expertise with a passion for client education and community engagement through initiatives like the Dunga Derby.
Tammy Lee
Director & Professional Lending Specialist
Tammy brings 23 years of finance experience, focusing on vehicle and equipment loans for businesses. A dedicated property investor and charity advocate, she excels in structuring tailored finance solutions while actively supporting local causes and mentoring clients on wealth creation.
Julie Etherton
Client Relationship Manager
With 35 years in banking and finance, Julie manages client interactions and loan processing. Her expertise ensures smooth applications and settlements, complemented by a passion for AFL football and fostering client trust through personalized service.
Anissa Nothdurft
Client Relationship Manager
Anissa has 15 years in financial services, blending retail and client-focused expertise. A devoted family person and sports enthusiast, she prioritizes understanding client needs to deliver solutions aligned with their personal and financial goals.
Questions
What services does Loan Wize offer?
Loan Wize provides home loans, business finance, equipment financing, debt consolidation, commercial property loans, and specialized solutions like SMSF and franchise funding.
Are there fees for using Loan Wize's mortgage services?
No upfront fees for most residential loans. We earn commissions from lenders, ensuring competitive rates without added costs to clients.
How does Loan Wize tailor finance solutions?
We assess your financial situation, goals, and preferences to recommend loans that align with your needs, ensuring optimal terms and long-term benefits.
Can I get a loan with a low deposit?
Yes, we assist clients with low deposits through Lenders Mortgage Insurance options and genuine savings exemptions where applicable.
Does Loan Wize support local communities?
Yes, we actively sponsor initiatives like the Sunshine Coast Dunga Derby, supporting families in need and fostering community engagement.
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