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
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
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.
Personalised solutions
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.
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.
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.
Superior Results. Superior Service.
Education
Why collaboration between a buyer’s agent and a property manager will deliver you better portfolio results
Success is often a sum of many parts, and property investment is no exception to this rule. When it comes to building a successful and lucrative property portfolio, teamwork can be the key ingredient that maximises returns. One of the advantages Momentum Wealth brings to property investors is the benefit of a true team of...
Education
Which type of investment property is right for you?
Property investors in Australia can select from a wide range of different properties. But with each carrying different benefits and drawbacks, how do you know which type of property is right for you? We consider the three questions you need to ask… An investment property is a major commitment – one that can represent a...
Education
Federal Budget a big win for first home buyers
The Morrison Government has handed down its Federal Budget for 2022/23, and first home buyers in Perth have come out with plenty to celebrate. Federal Budget forecasts suggest the future looks bright for the Australian economy. The Budget points to healthy economic growth of 4.25% in 2021/22, followed by a 3.5% uptick in the economy...
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 Finance Team
Caylum Merrick
Team Leader
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.
Ryan Marriner
Finance Broker
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 Condo
Finance Broker
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 Fiorentino
Finance Broker
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.
Vima Moorghen
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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