SURF COAST FINANCE
Helping local families & business owners make smart financing decisions
ABOUT OUR BUSINESS
Not your average Finance Brokers
With over 40 years of combined experience, we of course know a thing or two about Finance. But if what you’re really looking for are people who speak your language, and can think outside the square to create solutions, then Surf Coast Finance is for you.
We primarily provide families and local businesses on the Surf Coast a solutions based approach to a wide range of Finance needs. Of course we travel further, but our clients are typically a bit like us. We’re about creating the opportunity to build a worthy and balanced lifestyle for ourselves and our families. We love the outdoors, and we love being a part of this wonderful Surf Coast community that we get to call home.
So whether you’re looking to buy your first home or expanding your growing business, we’d love to chat about how we can help you make smart finance decisions.
So grab a coffee, and give us a call. We’ll have an initial chat, and then tell you what we need to have a look at before we catch up and discuss some options with you.
We look forward to working together!
Director & Finance Specialist
“Excellent, absolutely amazing, so easy to deal with” Her clients say it all. Nicola loves helping clients into first homes, next homes and navigating investment options.
Nicola is an award winning broker (among others she's just been named MPA Magazine's "Young Gun"), and has over 15 years experience in Lending. She truly cares about her clients and works with them to provide solutions that meet a broad range of needs and goals.
At home, Nicola loves living sustainably including caring for her own veggies, bees & chooks and is the Treasurer and Volunteer Firefighter at Bellbrae CFA.
Director & Finance Specialist
Lanie is a born problem-solver. She has spent 25 years in financial services, working in senior positions with St George Bank, Westpac, Macquarie and Temenos Australia. She has spent much of her career consulting to both small and large organisations in relation to their business strategies and is now applying that experience to help local families & businesses make smarter financial decisions.
Lanie's family connection to the surf coast community dates back over 100 years and she finally made it her permanent home in 2013. She's proudly supports local, and is a Board Member at Torquay SLSC.
Settlements & Construction Manager
In addiition to managing our purchase and refinance settlements, Sarah also works with our clients and their builders to manage the progress payment stages during construction.
"It's so critical to ensure that clients can enjoy the building process, knowing that we have it all in hand".
Sarah works part time at Surf Coast Finance, because she also loves her other role as a Cross Fit Coach in South Geelong.
Client Services Manager
Ingrid Wood helps our team provide the best possible service to our clients.
When asked what she loves about being our Client Services Manager, she said it is "...the people and their stories. I love that this role extends my administration skills, but it’s the energy I derive from being around wonderful local people and helping them with something so important that makes me most proud".