About Circle Finance
Personal, by design.
After 16 years in banking, including as a mortgage specialist and bank manager at one of Australia's big four banks, I started Circle Finance in Wantirna South to work for borrowers instead of the bank. You get a lending specialist who knows your name, answers the phone and stays in touch long after settlement. That's why almost all of our work still comes from referrals.
Experience from inside the bank.
I've spent 16 years in the banking industry, including as a mortgage specialist and bank manager at one of Australia's big four banks. I know how lenders assess an application from the inside, and how to present yours so it's understood the first time.
Circle Finance arranges home loans, commercial property finance, asset finance and car loans for families and business owners across Melbourne and Australia. From your first call to settlement and beyond, the team at Circle Finance is here to help, keeping everything moving between you, the lender and your conveyancer so nothing is missed.
- Plan Australia Excellence in Finance, Gold, LMG2023
- The Adviser Better Business Awards, Finalist, Best Customer Service (Individual), VIC/TAS2022
- Plan Australia Excellence in Finance, Gold, VIC/TAS2022
- The Adviser Better Business Awards, Finalist, Rising Star, VIC/TAS2021
- Plan Australia Excellence in Finance, Gold2020
How I work.
The same approach for a first home, a warehouse or a work ute.
- Listen firstA proper conversation about your goals, timing and the whole picture before any product is mentioned.
- Compare widelyMore than 40 lenders weighed against your situation, with every trade-off explained in plain English.
- Manage everythingDocuments, valuations, lender follow-ups and settlement, coordinated by me and the team at Circle Finance.
- Stay in touchA review of your rate and structure every six months, and a call when something in the market affects you.
Meet Jenny.
A short introduction, filmed in the office. Watch page
In their words.
She is efficient, attentive to details, follows through closely with impeccable coordination… Jenny has also proactively negotiated for lower rates when the interest rate was falling back then without me asking.
She made my first home purchase so easy and stress-free! … She will definitely be my first and last broker manager for all the future properties!
We had a great experience of refinance our home loan with Circle Finance… This was our second time dealing with them. I would give Circle Finance more than Five Stars.
Licensing
Circle Finance Pty Ltd ACN 624 683 245 is a Credit Representative (507534) of BLSSA Pty Ltd ACN 117 651 760, Australian Credit Licence 391237. As a mortgage broker, we are required by law to act in your best interests when providing credit assistance for home loans. Read our Credit Guide and complaints process.
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