...
(02) 9389 1859
Book a Strategy Session
(02) 9389 1859
Book a Strategy Session

LENDING SOLUTIONS TAILORED FOR YOU

EXPERTS IN FINANCE

Strategic Advisory is a boutique mortgage broking business that has been proudly operating for over 20 years.

We have helped thousands of individuals & families across Australia achieve their home
ownership dreams, investment goals, and lending requirements.

Our mission is to empower and support our clients in their property ownership journey — whether it’s purchasing a family home, investment property, SMSF purchase, or taking on a commercial venture.

We value transparency, integrity and long-standing relationships well beyond settlement.

Our aim is to not only provide exceptional service, but advocate for our clients and deliver
successful tailored lending solutions.

 

Get in touch

Our Process

Initial Consultation

Our first consultation can take place face-to-face or over the phone, whichever method you prefer.
This initial contact is a fact-finding process where we discuss all relevant aspects of your situation. We endeavour to use the most up to date technology available, enabling us to complete your loan application completely remote should you require us to.

Finance Proposal

We produce a comprehensive document based on the consultation process in which a variety of prospective scenarios are examined and outlined with regard to their impact. This includes an assessment on lenders and products available in the marketplace and provides a choice of the most advantageous options suitable to your situation.

Second Consultation

Once you have had time to go over the finance proposal, we then review this document together over a video call. This allows us to further evaluate your situation and prospective options. We will take into account your feedback and provide guidance for you to make the decision on how you would like to proceed.

Proceed with Application

Once you have approved your preferred strategy, we will then proceed to prepare your application with your chosen lender. During the course of your application, we will deal with the requirements of your case and act as your advocate during the entire process with the lender. We will be available for consultation with you at any time and attain your approval in the most simple and efficient manner.

Loan Approval

Loan approval process varies from lender to lender. We will continue to keep you updated on the progress of the application every step of the way.

Ongoing advice, loan maintenance and interest rate reviews.

Strategic Advisory values our client relationships above all else. Our service doesn’t just end at settlement. We are committed to developing enduring relationships and continuing loan maintenance throughout the life of your loan – this includes bi-annual interest rate reviews, and ensuring that your existing lender product continues to suit your ever changing circumstances.

Initial Consultation

Our first consultation can take place face-to-face or over the phone, whichever method you prefer.
This initial contact is a fact-finding process where we discuss all relevant aspects of your situation. We endeavour to use the most up to date technology available, enabling us to complete your loan application completely remote should you require us to.

Finance Proposal

We produce a comprehensive document based on the consultation process in which a variety of prospective scenarios are examined and outlined with regard to their impact. This includes an assessment on lenders and products available in the marketplace and provides a choice of the most advantageous options suitable to your situation.

Second Consultation

Once you have had time to go over the finance proposal, we then review this document together over a video call. This allows us to further evaluate your situation and prospective options. We will take into account your feedback and provide guidance for you to make the decision on how you would like to proceed.

Proceed with Application

Once you have approved your preferred strategy, we will then proceed to prepare your application with your chosen lender. During the course of your application, we will deal with the requirements of your case and act as your advocate during the entire process with the lender. We will be available for consultation with you at any time and attain your approval in the most simple and efficient manner.

Loan Approval

Loan approval process varies from lender to lender. We will continue to keep you updated on the progress of the application every step of the way.

Ongoing advice, loan maintenance and interest rate reviews.

Strategic Advisory values our client relationships above all else. Our service doesn’t just end at settlement. We are committed to developing enduring relationships and continuing loan maintenance throughout the life of your loan – this includes bi-annual interest rate reviews, and ensuring that your existing lender product continues to suit your ever changing circumstances.

Our Services

Home & Investment Loans

Through our unique and comprehensive process, we ensure that we provide you with the best solution tailored to your current needs and circumstances in the most timely and effective manner.

Learn More
SMSF Lending

We provide broad lending solutions to utilise your Self-Managed Super Fund for residential or commercial investment purchases – giving you the power to choose how you invest your retirement savings. 

Learn More
Commercial finance

As a commercial and business finance broker, Strategic Advisory is accredited with all major banks and a number of specialist commercial/business lenders.

Learn More
MEDICO & PROFESSIONAL PACKAGES

If you’re a medical professional, accountant or lawyer, some lenders offer special packages (Such as lending with LMI waivers) – We can assist with navigating this space to find the most suitable lender for you.

Learn More
Property Development finance

Our team at Strategic Advisory specializes in
providing tailored financial solutions for Property Development to help you transform your property development visions into reality.

Learn More

Meet our Team

Alex

Alex Ritchie

Director & Mortgage Broker

Anthony

Anthony Biviano

Mortgage Broker

Tony Do

Credit Manager - Team Leader

Ash

Ash Ritchie

Operations Manager / Credit Analyst

Jez

Jezeree Dichoso

Credit Analyst

Jonah

Jonah Bagtas

Credit Analyst

Abstract avatar silhouette: dark blue bust inside a pale gray circle against a bright blue background.

Ambrose Ritchie

Asset & Commercial Finance Broker

Testimonials from our valued clients

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