Mortgage broking and lending solutions for Hillarys, Sorrento and Perth’s northern suburbs.
Personalised mortgage broking, home loan, refinancing, business lending and investment lending support for clients in Hillarys, Sorrento and Perth’s northern suburbs. We help you compare your options, structure your lending and make confident finance decisions that support your lifestyle and long-term goals.
Personalised mortgage broking for life’s biggest financial decisions
At Core Wealth Finance, we help clients in Hillarys, Sorrento and Perth’s northern suburbs make informed lending decisions across home loans, refinancing, investment property loans, debt consolidation and business finance. Whether you’re buying your first home, reviewing your current mortgage, growing your property portfolio or securing finance for your business, our mortgage broking team takes the time to understand your goals, compare suitable lending options and structure a solution that supports your lifestyle and long-term financial wellbeing.
Lending solutions for your home, lifestyle, business and future wealth
Home Loans
Support for first home buyers, next home buyers and property investors looking for a home loan that suits their goals, lifestyle and long-term financial position.
Mortgage Refinancing
We help you review your existing home loan, compare refinancing options and explore opportunities to reduce repayments, improve cash flow, unlock equity or pay down your mortgage sooner.
Debt Consolidation
Bring multiple debts into one clearer structure, reduce the time spent managing due dates and explore options that may improve cash flow and simplify your financial position.
Lifestyle Finance
From cars and caravans to boats and luxury getaways, we help you explore finance options that support the lifestyle you want while keeping your broader financial goals in mind.
Business Lending
We help business owners explore lending options to support growth, cash flow, equipment purchases, commercial property or working capital. Our team takes the time to understand your business goals and structure finance that supports both your immediate needs and long-term plans.
Experienced lending specialists with a genuine client-first approach
At Core Wealth Finance, our lending team combines extensive experience with a genuine commitment to helping clients make confident financial decisions.
Led by mortgage broker Natalie Duong, supported by mortgage broker Stephen Fairbairn and alongside Directors Scott Tanner and Andrew Gannon, the team supports clients with home loans, refinancing, investment lending, debt consolidation, business and lifestyle finance. Natalie brings more than 13 years of financial services experience, a Diploma of Finance and Mortgage Broking Management, and a passion for finding the right loan solution for each client’s goals. Known for her problem-solving approach and long-term client relationships, Natalie is driven by the belief that finance should help people move forward, not hold life back.
Your Path to Financial Success
At Core Wealth, we understand that making major financial decisions can be overwhelming, which is why we offer clear, straightforward solutions to help you make confident financial decisions, putting you on the path to achieving the lifestyle you’ve always envisioned. Our team is with you from start to finish, ensuring your financial success is built on a solid foundation.
Enquiry
When you reach out, we’ll connect you with our finance expert who will start by understanding your unique needs. After a brief conversation, we’ll assess your situation and determine the best course of action to meet your financial goals.
Let’s Meet
Our first meeting is all about you. We’ll listen to your needs, understand your goals, and discuss your current financial situation. Together, we’ll explore your options and begin building a plan that works for you, whether it’s securing your first home loan, refinancing, or expanding your investment opportunities.
Tailored Lending Solution
Based on our discussions, we’ll create a customised loan structure that aligns with your objectives. From securing the most competitive mortgage rates to optimising your loan repayment strategy, we’ll make sure every detail is in place to help you reach your financial milestones.
Continued Support
Our commitment doesn’t end with securing your loan. We’re here to provide ongoing support, ensuring your financial decisions continue to align with your changing needs and aspirations. We’ll keep you informed to ensure your loan product and interest rate remains the most appropriate for you to keep you on track for long-term success.
The Core Wealth Way
At Core Wealth, we do more than help you manage your money, we take the time to listen and understand what matters most to you, whether that’s growing your wealth, securing your retirement, or achieving life-changing goals like buying your first home, starting a business or travelling the world. From there, we create a personalised financial plan that aligns with your unique lifestyle and aspirations.
Our approach is built on clarity, honesty, and empowerment. Using sophisticated modelling tools and 60+ years of combined expertise, we map out a clear path to your financial future. We’re not here to complicate things, we’re here to make your financial journey simple, transparent, and achievable.
Why Choose Us
Lifestyle Focused
Every decision made is centred around your lifestyle. We don’t just plan for your financial future, we plan for the life you envision, empowering you to live with freedom and purpose.
Highly Experienced
With 60+ years of combined experience, we bring deep expertise and a comprehensive understanding of global financial markets to guide your wealth, no matter how complex your situation may be.
Complete Transparency
We believe in complete transparency. Every decision made is explained clearly and honestly, ensuring you have full confidence and clarity at every step of your financial journey.
Client First
You’re never just a client to us, you’re part of the Core Wealth family. Your needs and goals are at the heart of everything we do, and we work hard to ensure you achieve them.
Trusted Adviser
We build lasting relationships based on trust, integrity, and genuine care. As your dedicated financial partner, we’ll offer expert guidance and unwavering support, ensuring you feel confident in every financial decision you make.
Make your next lending decision with more clarity and confidence
Download the brochure to see how Core Wealth Finance can help you take the next step with greater confidence. Whether you’re buying a home, refinancing your mortgage, consolidating debt, expanding your property portfolio or financing a lifestyle purchase, our team can help you understand your options and move forward with clarity.
Frequently Asked Questions
What types of finance services do you offer?
We offer a wide range of finance solutions, such as mortgage brokering, investment loans, commercial finance, car loans, and asset finance, all tailored to meet your specific needs and goals.
How do I know which type of loan is right for me?
Our highly experienced team will guide you through your options, helping you understand which loan structure aligns with your financial goals, whether you’re seeking a home loan, expanding your business opportunities, or investing in assets.
Can you help me if I’m buying my first home?
Absolutely! We specialise in helping first-time homebuyers navigate the process, from understanding loan options to securing competitive rates, and even applying for your First Home Buyer’s Grants.
How can you help with business financing?
We offer tailored solutions for businesses, including commercial loans, asset finance, and growth strategies. Our team works closely with you to secure the best possible financing options to fuel your business ambitions.
What is the difference between fixed and variable rate loans?
Fixed-rate loans offer predictability with consistent repayments for a set period, while variable-rate loans provide more flexibility and potential for lower interest rates, though repayments may fluctuate with market changes.
Do you offer refinancing options?
Yes, we assist with refinancing existing loans, whether it’s for a home, business, or investment property, to secure better terms or lower interest rates, helping you save money in the long run.
How do I get started with Core Wealth Finance?
Simply reach out to our team to schedule a consultation. We’ll assess your current situation, discuss your goals, and recommend the most suitable finance solutions to help you succeed.
Real Stories, Real Results
Ready to Plan Your Financial Future?
Let Core Wealth take care of your finances so you can focus on what matters most, living your best life.