17 May

About Us

Why we love what we do

Our mission at Rise High Financial Solutions is to empower you to achieve your lifestyle and wealth creation goals and dreams.

How we can Help

We are an award winning local family run business who values our clients and priorities their needs. We will take the time to ensure that we fully understand your goals and dreams and provide you with the right advice, education and tools so that you can Rise High and achieve success.

With access to over 30 lenders and 700 products, we specialise in finding and implementing the best finance structure and products to assist you with the following:

  1. Purchasing or building a new home;
  2. Purchasing an investment property and building a property investment portfolio;
  3. Complex investment strategies including subdivision, development and property investing through a self-managed super fund;
  4. Debt consolidation and refinancing to reduce your mortgage repayments and save money;
  5. Reviewing your loans and loan structure;
  6. Commercial loans and leasing;
  7. Personal Loans; and
  8. Ensuring you protect your assets for the long term.

Why our clients Choose Us

  1. We put our client’s priorities and goals first and focus on building long term relationships
  2. We approach every day with a positive attitude and enjoy having fun with our clients
  3. We meet you at your convenience and keep it simple
  4. We get our clients a great finance deal & ensure that the finance structure meets their needs
  5. We communicate with our clients on a regular basis and will always return phone calls
  6. We receive priority service with the lenders, giving our clients access to faster turn-around times and discounted interest rates
  7. We provide on-going education to our clients through our property seminars and newsletters
  8. We provide advice and support long after the loan settles
  9. We have helped thousands of clients buy their dream homes and investment properties and save hundreds of thousands of dollars
  10. Our friendly highly trained team has over 60 years’ experience in the Mortgage & Finance Industry
  11. Our superior customer service and client satisfaction has helped us win multiple State and National Industry Awards, making us one of the most awarded mortgage broking businesses in Australia
  12. We are experienced property investors and home owners who practice what we preach
  13. Our professional service is free to our clients
  14. Most of all… we LOVE what we do!!!

Our Commitment to You

We Promise To:

  • Always act with integrity and honesty and work hard to earn and keep your trust
  • Listen to you so that we can understand your financial circumstances and future plans/goals, and give you helpful, independent and unbiased advice about:
    • the most suitable loan structures; and
    • the range of suitable lenders and loan products to meet your needs
  • Make it simple, by explaining how the loan process works, including:
    • Our panel of lenders, loan products and special features that may be suitable to meet your financial needs,
    • A full comparison of loan products suited to your financial needs,
    • Fees and charges associated with your loan and the purchase of your property,
    • Types of supporting documents you may need to include with your loan application,
    • Protecting your privacy.
  • Save you time by handling all the paperwork for you and submiting it to the lender on your behalf
  • Liaise with the lender from the start of your loan application right through to settlement, and beyond
  • Liaise on your behalf with real estate agents, valuers, conveyancers, accountants and builders involved in your loan application and property activities so that the settlement process can take place as smoothly as possible
  • Stay in touch with you regularly throughout the life of your loan and perform annual reviews with you to ensure that you achieve your changing goals and objectives
  • Assist you (and your family and friends) on any future loan needs you or they may have.

We are really excited about our business and we look forward to working with you to ensure you achieve your goals and dreams. Please don’t hesitate to contact us if you would like to arrange a free financial review to ensure you are on track to achieve financial success!

Marissa
Schulze

marissa-schulze

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JAMES
SCHULZE

james-schulze

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THUY
NGUYEN

thuy-nguyen

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Katie
Costa

katie-costa

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Nani
Johnston

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KRISTIN
TUNBRIDGE

kristin-tunbridge

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RICHARD
O'GRADY

richard-ogrady

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