Changing the way people think about finance

Why use a Mortgage Broker

Whether you’re buying a home for the first time, refinancing, investing or after a commercial loan a ADNA Financial Services broker can ensure you’re armed with the all the information you need to help you on your way. 

An ADNA Financial Services broker will do the leg-work for you. We have access to hundreds of loans from a wide variety of lenders and will work with you to find the loan that suits your individual circumstances.

Having an ADNA Financial Services mortgage broker negotiate finance on your behalf is the smart way to go to save you time, stress and money.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

We can help you with ....

Buying a home

We know that buying a home is one of the most important decisions you'll make in your life. At Summit Mortgage Brokers, your broker will do the leg-work for you.

First home buyer

Buying your first home is an exciting, but big step to take. The first big question is how much you can borrow and what your likely repayments will be.

Refinancing

The right refinanced loan could help you pay off your mortgage faster and for less, clear unhealthy debt or help you upgrade and add value your home.

Investing In Property

It definitely pays to do your homework on the property market before you dive in, and we’re thrilled to be on board to help you when it comes to financing your decision

Construction Loans

Building your own house can be a wonderful and fun experience – but it can also be a long and expensive process. Getting a mortgage can be tricky.

Debt management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

How we work for you as your Mortgage Specialist

As your ADNA Mortgage Specialist, we do all the running around for our customers in order to provide the best financing solutions they deserve. To us, there’s nothing more important than customer satisfaction, which is why our Mortgage Specialists will submit the home loan for you and liaise with the lenders on your behalf so that you get the home loan without any fuss.
Step 1
Step 2
Step 3
Step 4
Contact
Simply give us a call on (02) 8006-5323 or Email Us to set up an appointment.
Meeting
We will discuss your goals, plans, objectives and concerns regarding the home loan or property financing options.
Solution
We will find the most suitable home loan for you that meets your objectives and offers you the most amount of flexibility and savings.
Result
We work together all the way from arranging all the documents to successfully settling your home loan. It's a free service for you.

Access to Leading Investment & Insurance Providers

How We Work For You As Your Mortgage Specialist

As your ADNA Mortgage Specialist, we do all the running around for our customers in order to provide the best financing solutions they deserve. To us, there’s nothing more important than customer satisfaction, which is why our Mortgage Specialists will submit the home loan for you and liaise with the lenders on your behalf so that you get the home loan without any fuss.

Step 1
Contact
Simply give us a call on (02) 8006-5323 or Email Us to set up an appointment.
Step 1
Step 2
Meeting
We will discuss your goals, plans, objectives and concerns regarding the home loan or property financing options.
Step 2
Step 3
Solution
We will find the most suitable home loan for you that meets your objectives and offers you the most amount of flexibility and savings.
Step 3
Step 4
Result
We work together all the way from arranging all the documents to successfully settling your home loan. It's a free service for you.
Step 4

Insights

What our clients say

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

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