It’s no secret to anyone that finances play an important role in many aspects of life, including business. Every goal you wish to accomplish depends on finance and how well they’re handled. That’s why working with a finance expert can help you catapult your company to a whole new level.
Finance experts provide support, guidance, and effective tools to help you manage your accounts, create investment plans, create financial documents, and more. These finance experts leverage a wealth of knowledge and expertise to provide valuable advice that makes a real difference.
If you’re ready to find the right fit, we’ve narrowed it down to the top 10 most inspired, passionate, and brilliant finance experts to learn from in 2022!
Caifu Property
Led by Financial Expert Drew Evans, Caifu Property is a boutique property investment company that helps clients fast-track their portfolios with the unique Automatic Equity Program. Their strategy is unlike anything from your typical Retail Investors, who usually adopt a buy hope and prey approach to portfolio building.
Caifu Property helps clients build significant equity through wholesale small development opportunities while maintaining a positive cash flow. Last year, their average client return on the total development cost was $215,000 or 25.8%. In other words, they offer tremendous value.
One of the things that allow Caifu Property to stand out from the competition is that clients must qualify to work with them. Not only does the Caifu Property team need to show how they can add a tonne of value to client’s bottom lines, but clients also need to show how they can afford those solutions.
This is how Caifu Property can guarantee results and not waste anyone’s time or resources. Their motto is “Real People, Real Results”, which expresses their dedication to transparency and helping clients achieve new heights. Drew and his team offer expert advice, valuable services, and an effective program that will make a positive and profitable difference in clients’ property portfolios.
Francis Rose Finance
Led by Matthew Oughtred, Francis Rose Finance is a family-run business that specialises in educating local Australians about the lending process. This team of top financial experts believes in creating a seamless customer service experience to support people making one of the biggest purchases of their lives. They go above and beyond to make sure that they offer great outcomes for clients, not just at a financial level, but also at an emotional level.
Francis Rose Finance makes the entire mortgage acquisition process as easy as possible and they support customers in eliminating debt sooner rather than later. This business is one of MPA’s Top 100 Brokers in Australia and they strive to be known for excellent customer service, ideal outcomes, and a wonderful workplace.
The entire team behind Francis Rose Finance lives by the mantra “what we say we are going to do, is what we do.” They fulfill their promises and become ambassadors for customers, and partners to referrers, and they offer talent a safe place where they can learn and thrive. Some of their most important values are authenticity, reliability, a strong work ethic, and good results.
Francis Rose Finance stands out from the competition due to its customer-centric approach to mortgage brokerage and the team’s passion for providing a positive experience. They are on a mission to redefine the image of financial firms by marketing themselves authentically and staying true to their character, ideals, and ambitions.
Kristopher Meuwissen
Financial Expert Kristopher Meuwissen is the Founder and Principal Adviser of Wealtheon, a business that’s moving into new ground in customer service and is entirely dedicated to providing clients with the kind of financial advice and services they won’t find anywhere else. Kristopher has been a self-employed Financial Adviser and Business Entrepreneur since 2012, but before that, he helped run a family advice business.
Financial advice has been a huge part of his entire life and he has been exposed to many different advice backgrounds. Kristopher has soaked up a wealth of knowledge throughout the years and he has an impressive understanding of what works and what doesn’t. Additionally, he’s able to employ a variety of approaches to benefit clients.
Kristopher first registered as an adviser at the age of 20, making him the youngest adviser in his licensee group and one of the youngest in the country. He went on to obtain a postgraduate degree in Strategic Leadership, became a tax financial adviser, and is looking forward to completing further studies.
Then, he founded Wealtheon, which was recognised in the 2021 Independent Financial Advice Excellence Awards where Kristopher received the award for Client Service Individual of the Year and was a finalist in six categories. Wealtheon is the result of years of experience! Kristopher has worn every hat in the business, so he has developed valuable and fully rounded knowledge based on real-life experience that benefits clients tremendously.
Auctus Coaching
Led by Christian Paterson, Auctus Coaching helps mortgage broker businesses reach operational excellence and optimise their processes so they can get more time back. This team of business experts enables growth by helping clients create and implement efficient work processes. They understand how powerful solid, repeatable, and scalable systems are, and use them to help mortgage broker business owners achieve sustainable growth.
Auctus Coaching takes brokers from the top 3% to the top 1% by helping them create more success (and money) in less time. Their 4-step methodology is simple but effective and it’s based on Strategy, Workflows, CRM, and Training. In a nutshell, they help brokers find a way to write more loans without working long hours. How? By providing optimized systems, leveraging industry-leading CRM tools, and training teams in operational excellence, customer service, business skills, and more.
Christian has 15 years of experience as a mortgage broker and a wealth of business acumen. He knows first-hand the negative impact of ineffective and inefficient systems and he can quickly identify a client’s pain points. Simple processes, which are the most effective, are often overlooked and they cost brokers thousands of dollars in lost revenue and time. Christian helps change that.
Auctus Coaching has a diverse team that approaches each client individually. They listen to their goals and aspirations to understand their needs and work out the best solutions. Additionally, they offer marketing, content, copywriting, coaching, team skills, and operational excellence services, thus providing a holistic approach.
10X Home Lending
Founded by Michael Wu, 10X Home Lending specialises in empowering clients by helping them choose the right lending solution for their needs. They have an educational approach to lending where they guide clients by sourcing the right lending solutions based on their needs, objectives, requirements, and risk profiles. Their main objective is to help clients magnify their property success by providing tailored lending solutions.
When Michael realised that many people didn’t have access to the personalised lending services they deserved, he set out to do just that. 10X Home Lending offers the best deals available and they ditch the cookie-cutter approach to lending. Michael and his team understand that clients should have the guidance they need to navigate the muddy waters of lending.
10X Home Lending offers guidance every step of the way to make sure clients get a financial advantage and maximise their property success. This company is committed to helping clients achieve their dreams and they rely on thorough research to present the best deals.
As clients’ portfolios grow and their needs change, Michael and his team will be there to provide expert advice and guidance. This is how 10X Home Lending simplifies home loan lending and also inspires clients to pursue what they want with clarity and confidence.
Aged Care Gurus and Village Guru
Australia’s Aged Care Guru Rachel Lane recently launched Village Guru, software that’s taking the financial confusion out of downsizing, and it’s proving to be a big hit.
“My motivation was very simple, so many downsizers (including my own grandma) said the same thing “My only regret is not moving sooner” I wanted to remove the financial confusion from that decision.
“The complexities of exit fees, Age Pension, Rent Assistance, and Home Care Package costs leads to inaction,” she says “that delay isn’t weeks or months it can be years … years they could have spent enjoying the retirement community … in the words of a millennial, ‘living their best life’.”
So what does Village Guru do? In a nutshell, Village Guru enables Retirement Communities to answer potential residents’ burning finance questions, such as, how much does it cost to move in? What are the ongoing costs? How will moving here affect my Age pension and Rent Assistance? Will it impact my Home Care Package fees? How much will I get back (and how soon) after I leave?
It caters to communities offering different payment options and can compare downsizing with staying at home and between one village and another.
The software has proved popular with Retirement Communities that wish to provide transparency and empower their customers to make well-informed decisions. The software is being used by industry giants and not-for-profit operators alike with Aveo, Ingenia, Bolton Clarke, Uniting, Anglicare, and Baptcare all using the programme.
Impresta
Led on the east coast by Investment Director and financial expert Lucas Meaney, Impresta is an advanced commercial real estate financing and investment platform. With a sophisticated and efficient approach to real estate funding, they are disrupting and transforming the industry.
Impresta leverages its own proprietary PropTech profiling and origination functions to connect capital with property by providing structured debt and equity solutions for development, value-add, and income-producing projects across Australia and New Zealand.
The platform collects, holds, and processes a significant amount of data, which allows it to run an incredibly discreet and targeted process when it comes to matching and identifying solutions, ensuring maximum engagement, results, and confidentiality.
Impresta’s funding platform is the most advanced of its kind. Combined with the investment team’s wealth of knowledge and expertise, Impresta is a force to be reckoned with, already with a track record of providing solutions, exceeding $2bn.
Gold Tree Wealth Advisory
Senior Wealth Advisor and Director Nathisha Paramasivam founded Gold Tree Wealth Advisory to fill a gap in the market. She entered the financial planning industry straight after university only to find that it was filled with sales personalities and big egos that only intimidated clients into buying products rather than helping them make a decision to improve their financial future.
In other words, Nathisha realised that there was a lack of strategic, high-quality advice, so she decided to provide that through Gold Tree Wealth Advisory. Against all odds, Nathisha nurtured relationships with clients based on trust, education, future planning, and guided wealth advice. In only a few years, she became known as one of the few respected female financial advisers and one of the finest financial advisers in the industry.
At Gold Tree Wealth Advisory, the client’s story comes first. They approach clients with compassion, honesty, and integrity, to help them make better financial decisions and strengthen their financial future. Nathisha and her team service clients from simple financial positions to complex metrics of assets and financial positions.
Regardless of wealth position, Gold Tree Wealth provides accurately assessed advice focused solely on the clients’ dreams and goals. They provide virtual appointments and give clients access to their own Wealth Mapping Application, where they can see an interactive projection of their future. Clients have an active role to change their future nest egg and they receive valuable education so they can feel empowered and confident.
Gameplans
Founded by Jordan de Jong, Gameplans is an online platform that allows users to review the performance of their property portfolios and money management efforts to provide clarity. Once users are clear on their current position, Gameplans incorporates their goals and risk profile so the algorithm can formulate a sound property plan for future purchases.
Additionally, Gameplans helps users visualise how the suggested property plan will play out in the next 30 years. To do this, they use a series of charts to identify major life events and provide users with a realistic idea of when they may be able to retire.
This is the only platform in the country that allows users to craft and design a property plan all the way through retirement, allowing them to understand how financial goals can be achieved.
Gameplans is the brainchild of financial experts who know how important it is to feel confident about investment decisions. The algorithm is designed to help users identify when they should buy and at what price point to support their financial goals.
It also allows users to map out different journeys with the guidance of expert property planners. Jordan and his team have taken what used to be a 50-page PDF document that took weeks to generate and was very difficult to read into an online platform that offers instant AI-driven insights and feedback.
Diamond Partners
Led by Director and Senior Financial Adviser Bridget MacKenzie, Diamond Partners seeks to inspire the belief that working with a financial adviser can help you accomplish greater things in life. This is their main objective and they achieve it every day by delivering exceptional advisory services that allow clients to live their best lives beyond what they thought possible.
Diamond Partners support clients across the Sunshine Coast, Brisbane, and Maryborough, by providing solid plans and measured actions based on expert financial advice. The highly qualified and passionate team of financial advisers take their job seriously and they are fully committed to helping clients create and protect wealth.
This way, clients can have the resources they need to achieve their goals and live a much more fulfilled life. Diamond Partners helps ambitious clients direct their future to reach the financial freedom they seek. We live in a world that’s full of opportunities and solutions. However, it all comes down to making the right choices to avoid the risks of failure, fraud, and wasted resources.
Diamond Partners exists to understand, identify, and explain opportunities and risks. Additionally, they create clever contingencies to optimise clients’ wealth and help them navigate their future with a lot more confidence. Their approach to wealth management is proactive, which is how they always provide strong financial outcomes, and they’re guided by a strong sense of integrity, transparency, and excellence.
Make sure to go and follow all these amazing finance experts to continue to watch as they make their mark on the world.
