If you’re looking to build your wealth through property, structuring your finances correctly is crucial
Momentum Wealth are an award-winning team of property finance brokers in Perth, WA.
Using our extensive knowledge of the lending market, we provide you with access to competitive rates and deliver strategic property finance solutions that are tailored to your unique needs.
How We Can Help
Are you looking for property finance in Perth, Western Australia? Look no further than Momentum Wealth! We have a team of dedicated property finance brokers offering tailored loan solutions to meet the diverse needs of property investors, owner-occupiers, and first home buyers.
With our extensive industry experience and intricate knowledge of the loan market, we are committed to helping you achieve your property finance goals.
Our finance brokers have built long-term relationships with an extensive network of lenders, allowing us to secure competitive rates and terms for your property finance needs.
Our services are designed to save you time and money – and help you navigate the complexities of property finance.
Who We Help
Investors
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.
Owner-occupiers
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 finance brokers can guide you through the process, providing you with the support, and education you need to make the right decisions with your property loan.
A Property Finance Company With a Difference
Whether you are purchasing your first home, expanding your property portfolio, or undertaking a property development project, our team of experts are here to assist you every step of the way.
Our focus is on building long-term relationships based on integrity, transparency, and open communication – and empowering you to make well-informed decisions.
Tailored loan strategies
We know every buyer is different, and we understand your lending needs will be too. We’ll conduct a review of your financial position, tolerance to risk and long-term investment goals. Our property finance brokers will then develop a tailored loan strategy, providing key recommendations specific to your situation and goals.
Risk mitigation
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.
Competitive rates
Our finance mortgage brokers have built relationships with a wide network of lenders, allowing us to secure the best loan solution for your requirements – with favourable terms and competitive rates.
Simplified process
Securing a property loan can be a complex and time-consuming undertaking. We’ll simplify the process for you, by sourcing the loan products on your behalf, liaising with the lenders, and guiding you through each stage of the journey.
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.
Ongoing support
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.
Our Property Finance Brokerage Services
Our expansive knowledge – spanning investment strategy, acquisition, finance, property development and ongoing management – enables us to provide reliable advice and customised loan solutions.
Home Loans & First Home Finance
Sourcing lenders and negotiating loan terms can be a daunting prospect – especially for first home buyers. With our extensive knowledge and long-standing relationships with a network of lenders, we are well-placed to negotiate competitive rates and terms that might otherwise be unavailable to you.
Commercial Property Finance
Whether you’re looking to finance the purchase of a new commercial property, or refinance an existing loan, our commercial property finance brokers have the expertise to negotiate competitive rates and favourable terms on your behalf.
Property Development Finance
Our experienced property development finance brokers are well-versed in securing funding for various development projects, including residential, commercial, and mixed-use properties.
Property Portfolio Finance
We understand the complexities of managing an investment property portfolio. Whether you need to refinance existing properties or expand your portfolio, we can provide strategic advice and tailored finance solutions to support your long-term investment goals.
Refinancing
We’ll review your current loan structure and guide you through the refinancing process to ensure a seamless transition to your new loan.
Looking for Finance Brokers in Australia? Contact Momentum Wealth
Specialising in strategic property finance, at Momentum Wealth we believe tactical planning is essential for minimising your costs and maximising your returns. Our expert finance brokers will work closely with you to develop a custom finance strategy that meets your specific needs.
Operating for over 16 years, we have a proven history of outperformance and have forged a reputation as one of the best finance brokers in Perth. The organic growth of our business through word-of-mouth referrals is testimony to the quality of service we deliver.
Our property finance specialists are ready to assist you with personalised solutions and expert advice.
Contact us today to discuss your requirements and take the first step towards achieving your property finance goals.
Education
First-time investors secure a high-yield property in a competitive market
When a Perth couple sought Momentum’s advice to buy their first home, it was only natural that they would return to us for help buying their first investment property.
Education
Why every investor needs a property plan
Having a clear investment strategy can be the difference between merely owning real estate and building genuine wealth. Our latest Property Sentiment Report, however, reveals a surprising insight: a significant number of investors are navigating the market without a comprehensive plan.
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.
Our Property Strategy & Finance Team
Caylum Merrick
Department Manager – Property Strategy & Finance
Our finance team is led by Caylum Merrick, who holds over a decade’s experience in lending and leadership roles. Caylum is a passionate mentor to our finance brokers, and is dedicated to equipping his team with the knowledge, skillset and systems they need to become top performers in the broking industry. Caylum is committed to delivering a seamless experience for Momentum’s investors, ensuring our clients receive the right advice across all facets of their property journey. He holds a Diploma in Mortgage Broking and a Certificate IV in Leadership and Management.
Michael Haywood
Property Advisory Specialist
Michael joins Momentum Wealth as a Qualified Property Investment Advisor, specialising in tailored advice and support for clients. With a focus on understanding their unique needs and goals, he helps investors achieve a stronger financial future. Michael holds a Bachelor of Accounting and Management, a Certificate IV in Business, and is a Chartered Accountant. Outside of work, he dedicates time to community building and mental health advocacy, recently completing his accreditation as a mental health first aider through SJOG.
Rhonda Fiorentino
Credit Advisor
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.
Maxwell Miorada
Credit Advisor
Maxwell holds a Diploma of Finance and Mortgage Broking Management and has a strong background in project management gained over half a decade in Civil and Commercial Construction. Purchasing his first house at the age of 22, Max immediately realised the value and power of leveraging property to generate wealth. As a Finance Broker, Max strives to educate and support his clients to help them achieve their property goals, and is particularly passionate about the role financial technology plays in enhancing the client experience.
Bryn McCarthy
Credit Advisor
Bryn holds a Diploma of Finance and Mortgage Broking Management and has worked in lending roles for over eight years. He is an experienced mortgage broker and has previously held positions in commercial lending at one of Australia’s largest banks. Bryn works closely with his clients to build long-lasting relationships and to provide them with lending solutions to build wealth through property.
Iszac Wayne
Credit Advisor
Iszac holds a Diploma in Finance and Mortgage Broking Management and from growing up in a family within the mortgage broking and banking industry, he brings a wealth of real-world experience to the team. At just 19, Iszac purchased and renovated his first investment property and has since seen the value increase. With a commitment to clear communication and a down-to-earth approach, Iszac thrives on building strong relationships and helping clients reach their property goals, whether it’s their first home or a strategic investment.
Joshua Cortes
Credit Advisor
Josh joins Momentum Wealth with over 8 years’ experience in the property investment industry, gained across roles in property management and leasing as well as new home sales. Josh subsequently followed his real estate passion into finance broking, backed by an appreciation of the crucial role effective finance can play in an investor’s long-term success. He’s dedicated to empowering clients throughout the lending process, offering education and fostering long-term relationships to help them achieve their property goals. Josh holds a Diploma of Finance and Mortgage Broking Management.
Vima Moorghen
Client Services Specialist
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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