Helping you
plan & achieve your
property dreams.

Our home finance service enables you to establish, maintain and enjoy
your full financial potential.

Helping you
plan & achieve your
property dreams.

Our home finance service enables you to establish, maintain and enjoy your full financial potential.

Book a meeting to chat about your home loan and finance needs

Schedule a Zoom meeting with our Senior Mortgage Broker below
Finance for your property dreams

SFP Financial is the mortgage broking division of Sydney Financial Planning.

Headed up by Director & Senior Mortgage broker, Leigh Morris, SFP Financial is here to assist with all our clients home lending & finance needs.

SFP Financial is a leader in the mortgage brokering industry, focusing on quality advice, efficiency and successful outcomes for our client. We factor in ever-changing complexities, proactively negotiate on your behalf and streamline the process to deliver optimal results. We identify and incorporate the loan features that suit your unique circumstances.

You can see us at any stage in your financial journey. You might be saving for your first home or hoping to use the equity in your current one. You might be wondering if you’re still getting the right deal with your existing lender. Simply make an obligation-free appointment with us at a time and place that suits you.

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Helping you

At any stage in your financial journey

We'll help you align your financial practicalities with your objectives to crystalise what’s paramount to you. For example, flexibility might be important because you plan to start a family, or you may want ready access to equity for a rental property or renovations. Whatever your plans, we scrutinise the options and recommend the best way forward that's uniquely yours. We always look for the right loan for you, not the lender.

SFP Financial is able to provide advice, guidance and finance for:

  • First Home advice and acquisition
  • Residential home loans
  • Investment property loans
  • Refinancing
  • Debt consolidation
  • Equity drawdown
  • Home improvements and renovations
  • Self-managed Super Fund Loans

Our team is firmly on your side, negotiating with an array of banks and lenders to ensure we find the right loan for your individual needs.

Who can we assist?

You can see us at any stage in your financial journey.

First home buyers

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Buying an investment property

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Refinancing

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Down or right sizing

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First home buyers

As a first home buyer the pathway can be obscured  by unknowns and uncertainties.

SFP’s specialist home loan team takes great pride in ensuring our knowledge is your power. We spend the time outlining the steps you'll take and be there with you throughout the buying journey to ensure you’re confident with every decision along the way.

You have a lot of questions and we’re able to provide clear and concise answers.

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Buying an investment property

Property investment in Australia continues to be a popular way to build wealth over the long term. Even so, care needs to be taken in creating the financial framework that optimises your investment's performance.

Our specialist team works with a panel of professionals including accountants, solicitors and in-house financial advisers to ensure you receive the right advice.

If you already have professional services enlisted we’ll collaborate to achieve the best mutually agreed outcomes.

Refinancing

If you haven’t reviewed your current home loan lately, you might be paying too much. Interest rates are rising amidst increasingly volatile conditions so there’s never been a better time to compare the market and ensure you’re getting the best deal.

We offer an obligation free appointment to evaluate what you’re looking to achieve and clarify the way forward.

We’ll provide you with refinance options and answer any questions along the way.

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Down or right sizing

In assisting clients with strategic advice for over 30 years, the advantages we have manifested are twofold.

First, we listen, to understand your unique aspirations and clarify your objectives.

Then we plan, applying our wealth of knowledge from both mortgage broking and financial advice perspective.

Then we act, to ensure you receive the accurate financial advice to make the clear decisions that lead to those all important right moves.

Book a meeting to chat about your home loan and finance needs

Schedule a Zoom meeting with our Senior Mortgage Broker below