Meet the Team

Prior to joining Invest & Co Finance, I have been looking after many self employed clients as their direct point of contact and occupied roles of Relationship Banker and Business Development Executive for 18 years. I held broad experience from small business to large corporate trading businesses, equipment and property finance, trade and working capital and thrive on solving complex transactions. I’ve spent my working life in providing full guidance to assist with both commercial and residential property purchases, new business purchases or expand business opportunities across diverse range of industries including (not limited to) medical, property investment and development finance, retail, import & export and manufacturing.

My experiences to date as a ‘bank insider’ means I know what it takes to get a better finance deal for our clients. I know what bank credit department think and operate and I understand how to negotiate better terms to help our clients in saving time and money. Flexibility of being a mortgage broker allows me to help direct customers to lenders that has appetite for their business specialty. I have access to 60+ lenders plus working closely with private equity firms to help clients in bridging potential gaps that major lenders can’t possibly dealt with. My expertise is not only around residential and commercial lending, I offer my clients with strong business and financial analysis skills, proven deal origination, structuring and negotiation skills and to ensure we act on client’s best interest and treat client privacy as core values in the business.

If your business is growing exponentially and need guidance to prepare for that next growth phase, we can help add value and partnership with you along that growth journey. Even if you simply like some guidance with some of challenges you are facing in the business or mistakes to avoid or to understand trends in the industry, I will be happy to point you in the right direction.