If you’re looking to build your wealth through property, structuring your finances correctly is crucial
Our mortgage brokers are property finance experts who use their extensive knowledge of the lending market to identify loan solutions that are tailored to your unique needs.
Who We Help
Our team are specialists in investment property finance. They will work with you to develop tailored solutions that support your property investment goals, minimise your risk and enable future growth.
No matter whether you are looking to upsize, downsize or refinance, our team will support you through the entire process, from identifying the best loan to liaising with lenders on your behalf.
First home buyers
Buying your first home is a big milestone. Our team can guide you through the process, providing you with the support, guidance, and education you need to make the right decisions with your property loan.
We take the time to understand your unique needs. Before providing loan recommendations, we'll build a complete understanding of your situation by conducting a review of your financial position, tolerance to risk and long-term investment goals.
Tailored loan strategies
We know every buyer is different , and we understand your lending needs will be too. Our finance brokers work with you to develop a tailored loan strategy, providing key recommendations specific to your situation and goals.
Through effective loan structuring and lender diversification strategies, we help you minimise your investment risk, while also providing the flexibility you need to grow your portfolio in future.
Regular loan reviews
Our brokers partner with you for the long term. We offer regular loan reviews to ensure your loan continues to meet your evolving needs, and will work with you to develop ongoing strategies that can maximise your investment opportunities.
We understand that building a successful property portfolio requires a longer-term approach. That's why we look beyond the transaction, and focus on providing you with the ongoing advice and education you need to succeed in your broader investment goals.
A Beginner's Guide to Property Finance
Property finance can be tricky business – get to grips with the fundamentals with our beginner’s guide to everything finance.
Using home equity to invest
Your home could hold the key to building wealth through an investment property. Property is one of Australia’s favourite investments – and with good reason. Residential property has a strong track record for delivering healthy capital growth. Add in rental income that can help pay for an investment loan, potential tax savings through negative gearing,...
What do APRA’s lending changes mean for you?
Our Finance Team Leader, Caylum Merrick, discusses APRA’s latest lending changes, and why they’re not all bad for Perth owners. After months of speculation, banking regulator – the Australian Prudential Regulatory Authority (APRA), has announced a new lending stress test, which will see the minumum interest rate buffer banks must apply to loan assessments increase...
Five tips to maximise your finance options as a first-home buyer
As you start preparing to purchase your first home, one of the first steps you will need to think about is finance. While many buyers think of financing their property as simply building enough deposit to fund their purchase, in reality there is a lot more to the finance process, both in terms of the...
Our Finance Team
Caylum entered the finance industry in 2012 and has held a managerial position for a prominent national bank as well as 3 years’ experience in the resources industry prior to this. He holds a Certificate IV in Banking Services and a Diploma of Finance and Mortgage Broking and applies his passion for property to his finance expertise.
Since joining the broking industry in 2014 with a Diploma of Finance and Mortgage Broking Management, Ashleigh has quickly established herself as a leader in her field. She has been recognised by a number of industry bodies for excellence in broking, and was named Best Newcomer at the 2017 Connective Excellence Awards, Editor’s Choice at the 2019 Better Business Awards and State Winner of the Residential Finance Broker Award at the 2019 MFAA Excellence Awards.
Ryan began his career as a licensed electrician, but made the bold career change into mortgage broking after gaining inspiration from his own property investment journey. Ryan holds a Diploma of Finance and Mortgage Broking Management and is a member of the Mortgage and Finance Association of Australia. In 2020, Ryan was named Connective Home Loans Broker of the Year.
Ursula has over 15 years’ experience in the finance industry, working as a financial adviser for several major banks. Ursula also holds an MBA from Curtin University. An experienced and successful property investor herself, Ursula made the transition to a broking role to help educate clients and help them build wealth through property.
Rhonda holds a Diploma in Finance and Mortgage Broking Management and joins Momentum Wealth with over 20 years’ experience in corporate sales and relationship management. Rhonda is passionate about supporting investors in their property goals through a pragmatic and considered approach to property finance. A strong advocate for client experience, she’s focused on alleviating the stress of the borrowing process for our investors, while empowering them with the support and knowledge they need to plan towards their longer-term property goals.
Finance Client Liaison Officer
Vima works tirelessly in support of Momentum Wealth’s finance team, implementing systems that streamline internal processes as well as helping to foster stronger relationships with clients. Vima’s attention to detail and drive to constantly learn and acquire new skills make her an invaluable asset to Momentum Wealth. Vima holds a Bachelor of Commerce in Accounting and Banking, and was named Best Loan Administrator WA at the 2021 Adviser Better Business Awards.
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