Invest & Co Finance
Simplifying Finance, Empowering Futures.
Your trusted mortgage brokers for tailored home and business lending solutions across South East Queensland.
Invest & Co Finance
Your partner in personalized mortgage solutions.
Empowering you with the right financial strategies to achieve your dreams of homeownership and business success.
Invest & Co Finance
Simplifying Finance, Empowering Futures.
Your trusted financial services company and mortgage brokers for tailored home and business lending solutions across South East Queensland.
Established in 2014, Invest & Co Finance is a leading mortgage broking firm with offices in Brisbane and the Gold Coast, serving clients across South East Queensland.
Empowering clients with tailored financial solutions, whether it’s homeownership or business growth.
With 12 team members and over 100 years of combined industry experience, we specialize in both residential and commercial lending. We pride ourselves on delivering personalized, professional service that simplifies the lending process for our clients.

Financial planning
Strategic planning
for optimal growth
Crafting precise financial roadmaps aligned with your business objectives.
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Optimize resource allocation
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Adapt to market changes
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Achieve long-term goals


Performance analysis
In-depth financial performance analysis
Analyze and enhance financial performance for sustained growth.
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Identify strengths and weaknesses
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Optimize operational efficiency
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Increase revenue streams
Investment advisory
Expert advisory tailored
for maximum returns
Tailored investment strategies for optimal returns and risk management.
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Capitalize on market opportunities
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Minimize investment risks
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Realize growth potential

Team Members
Get to know our amazing team
With a passion for innovation and a dedication to excellence, we bring diverse expertise to every project we undertake.

Sara Grant
Marketing Manager
- Phone:+1 (215) 557-1122
- Email:[email protected]

Claire Olson
Sales Manager
- Phone:+1 (215) 557-1122
- Email:[email protected]

Reece Bronson
Financial Manager
- Phone:+1 (215) 557-1122
- Email:[email protected]
Our customer success stories
Discover how businesses like yours transformed with our software. Real stories of growth, innovation, and success.

Identifying growth opportunities for Prosper: financial strategies

Helping SummitEdge navigate challenges: regulatory compliance

Improving EvolveVision efficiency: streamlining processes
Tangible results shared here
Discover how our financial expertise transformed businesses like yours, delivering exceptional results and growth.
Helped navigate regulatory challenges. Valued advisors for strategic financial decisions.

Frederic Hill
Founder & CEO
Increase in customer growth rate
Stellar support in navigating market complexities. Trusted partners for financial growth.

Safaa Sampson
Account Executive
Saved in operational costs
Innovative solutions tailored to our needs. A reliable partner for our financial excellence.

Brendan Buck
Business Manager
Increase in company revenue
Help center
Got a question?
Get your answer
Quick answers to questions you may have. Can't find what you're looking for? Get in touch with us.
Our consulting optimizes strategies for sustainable growth and improved financial performance.
Contact Us
We’re here to help
Have a question about our work? We’re here.
Customer Feedback
EXCELLENT Based on 28 reviews Dan B K2025-07-08Trustindex verifies that the original source of the review is Google. Allen has been a fantastic guide through all things business finance, very knowledgable and thorough with every aspect of financing, borrowing and business start-up. Thank you again for your insights and we look forward to your continued services! Dan Archione - Layovr Jessica2025-07-01Trustindex verifies that the original source of the review is Google. 我是在10年前經David 先生的幫忙辦理貸款買房子,為了確保一切順利進行,David 非常慈悲答應我的邀請與我面談, David細心的講解我需要提供的資料,相信是由於他在業內的專業知識使貸款進行的非常順利。 第二次貸款的時候,由Nikki 幫我們,在辦理過程中Nikki 非常專業和盡心盡力,又非常細心,敬業精神令我們非常感動! 我真心推薦貴公司給各位,也真心祝願所有想買房的人都能夠順利借到貸款買到自己心宜的房子! 阿彌陀佛! S Lin2025-06-25Trustindex verifies that the original source of the review is Google. ⸻ I have recently refinanced multiple SMSF loans with Allen, and I cannot recommend him highly enough. He guided me through what was a very complex and stressful process — one that many other brokers wouldn’t even attempt. Allen was incredibly proactive, resolving numerous issues with multiple lenders in a short timeframe. His deep expertise and strategic advice ensured we achieved the best possible outcome. We are truly grateful to have found the best SMSF broker in Brisbane, and we confidently recommend his services to anyone seeking commercial lending solutions. Selena Cho2025-06-23Trustindex verifies that the original source of the review is Google. I spent over a month trying to get a loan through A bank, but the process was slow and stressful. Nikki Yu took over and completely turned things around. She’s professional, responsive, and incredibly efficient. Everything went smoothly from start to finish. I highly recommend Nikki to anyone looking for a trustworthy and capable mortgage broker. Tyler Brasher2025-06-22Trustindex verifies that the original source of the review is Google. Steve was amazing in helping us buy our first home! He handled the finance side smoothly and walked us through every step of the process. He went above and beyond to make sure everything was clear and stress-free. Highly recommend! Corey Cheung2025-06-21Trustindex verifies that the original source of the review is Google. I had a great experience working with Nikki Yu on the Invest and Co team and I highly recommend them! As a first home buyer, Nikki was very helpful and patient, guiding me along the process and answering all my questions. She was always available and took away the stress of buying my first home. I will definitely be recommending Nikki and the team in the future! AzadCharisma Singh2025-06-17Trustindex verifies that the original source of the review is Google. I had the absolute pleasure of working with Invest & Co Finance, and I can’t recommend them highly enough! From the very beginning, they were professional, approachable, and genuinely invested in helping us find the best possible solution for our finance needs. They took the time to understand our situation in detail, explained every step clearly, and presented us with tailored options that made sense—not just in the short term, but for our long-term goals too. Their communication was outstanding; we never felt in the dark or rushed. Every question was answered patiently and with genuine care. What really stood out was their ability to secure a highly competitive rate and make the entire process feel smooth and stress-free. We always felt we were in capable hands, and that trust made a world of difference. We’re incredibly grateful for all their support and wouldn’t hesitate to work with them again in the future. Thank you once again, you made what can often be a stressful process feel seamless and straightforward! Jon Greenacre2025-05-27Trustindex verifies that the original source of the review is Google. Nikki Yu was great help for my wife and I in securing our mortgage. Not only did she find a rate for us that we were very pleased with, but she also made the application process very smooth and provided advice for the loan that has left us in a much better financial position than if we had followed our original plan. Thanks a lot for all your help! Gino Du2025-05-15Trustindex verifies that the original source of the review is Google. Great service from Allen Jenny Shih2025-05-12Trustindex verifies that the original source of the review is Google. We had a great experience working with our broker, Nikki Yu, during the refinancing process. She was incredibly helpful, always patient with our questions, and explained everything clearly. Thanks to her, the whole process felt smooth and stress-free. We really appreciate her professionalism and dedication. Highly recommend!