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About Us


Oak Financial Group

Where passion, purpose and property unite

We pride ourselves on building strong, long lasting relationship with our clients. We offer a personal level of service that other mortgage brokers just can’t. When you sign on with the Oak Financial Group you are more that just a number, more than just another client, you are a friend, family even.

Engrained in our very culture is the importance of personal and tailored solutions, approachability and respect. We want to see you achieve your property ownership goals.

We’re with you every step of your property journey whether it’s your first home or building your portfolio.

Who we are

Our loyalty is to you, not the lenders

We’re with you every step of your property journey whether it’s your first home or building your portfolio.

We’re not your ordinary mortgage broker. We don’t see our clients as numbers, names or even clients for that matter. At Oak Financial Group you are treated as our friend, family even.

Oak Financial Group is serious about property and about you. We lead with passion, purpose and specialist knowledge. Our formidable team are with you every step of the way on your property journey.

Applications Submitted
Loans Approved

Our Process

Finding the right loan for you and your situation

30 Years Experience

We possess the passion, purpose and specialist knowledge to help you take that right next step on the property ladder.

Committed to you

Our alliance is with you, not the lenders.

Attention to Detail

We know the ins and outs of lending and those pesky admin black holes.

Step 1

Getting to know you

One of our friendly team will meet with you to get to know you as well as your lifestyle and financial goals.

Step 2

Crunching the numbers

Your borrowing capacity difference between two lenders can equate to thousands. Our highly experienced brokers will review your financial position, calculate your borrowing power and determine your loan repayments.

Step 3

Loan Application

Once you’ve choose the loan that’s right for you we’ll help you sort the application paperwork and guide you through the process. We’re here for you every step of the way.

Step 4

Pre Approval

Your lender will provide conditional approval while they organise the nitty gritty like property valuation and credit checks.

Step 5


Unconditional approval is formal acknowledgment that your loan application has been approved!

Step 6

Signing on the dotted line

Once your loan contracts arrive, we will get together so we can review and complete the loan documents. We’ll also guide you through the process of opening/setting up any offset accounts, credit cards and home and contents insurance.

Step 7

Loan Settlement

For a new purchase we’ll assist your solicitor/conveyancer while they organise settlement directly with the lender. If you are refinancing we’ll work closely with both lenders to ensure the exchange of documents goes smoothly.

Step 8

Just the beginning of our relationship

We don’t say goodbye once your loan  settles. We’ll stay in touch to make sure your loan is the right solution for your needs now and in the future.

30 years combined experience

Our Team

The Oak Financial Group specialists all have a real passion for property, a real passion for helping people, a real skill for achieving the very best results. Our experience and expertise includes the areas of mortgage brokerage, wealth management and financial planning.


Ready to secure your next step on the property ladder?