The Partners in Finance Story:

Partners in Finance is a Melbourne based finance brokerage, that was founded in 2019 by Michael and Helen Cass.  Their dream was to establish a financial brokerage with a difference; one with an emphasis on the customer. 

In just 18 months the Partners in Finance team ,who have over a decade of experience in the financial industry, have managed to turn their dream into a reality and have successfully established their name in the industry. As a result they have been able to gain access to a large panel of lenders and finance solutions – meaning more mortgage loan choices and individualised service for their customers.

We are passionate and driven in the work we do…

At Partners in Finance our key objective is simple – we are committed to providing you with the unparalleled support you require to achieve your personal finance and investment goals.  You can rely on our team to provide you with personalised, trustworthy and dedicated service, every step of the way.

We will provide you with a dedicated private broker to assist you with all of your financial needs.  Now, more than ever, we are aware that everyone’s financial requirements are unique and our aim is to tailor a personalised financial solution that is suited to your individual situation, to enable you to achieve your financial goals. Whether it be; purchasing your first property, an investment property, a new car, a personal loan, refinancing an existing loan or perhaps that financial investment you have always dreamed of, our team will be there to assist you every step of the way!

Our dedicated private broking team are knowledgeable and highly experienced in all facets of lending and financial solutions; with a focus on providing superior customer service.  We will work with our panel of lenders to provide you with the most beneficial loan solution, to suit your situation.  Our brokers take pride and pleasure in finding financial solutions to suit every situation.