Why Work With Us

Between our overall attitude to solving problems, advocating our clients and giving it all to each and every client we work with.

We are professional yet down to earth and very accessible to our clients and partners. In growing her practice Sarah wanted to convey how we think and act differently to other finance broking firms.

Her niche in the Medico world is not the only thing that makes her approach unique.  It is taking a high level corporate finance approach to the day to day aspects of her client’s affairs and the one that she encourages her team to embrace.

Through mitigating risks and developing the right solution by truly understanding not just the numbers but the story behind what those numbers mean to those she works with, is the secret to her success.

We could dazzle you with a bunch of other reasons why to work with Sarah and her team, instead we invite you to pick up the phone and talk with us about you. Should you need a little more comfort feel free to click on the ‘kudos’ tab or review Sarah’s recommendations on LinkedIn.

Between our overall attitude to solving problems, advocating our clients and bringing it all to each and every opportunity we find our team involved in.

Sarah Wells

Solutionist & Founding Director

sarah@sarahwells.com.au
0411 725 525

Sarah has been in the business for close on 20 years and is one of Australia’s premier brokers, holding the highest possible status’ with the lenders she works with. Her diverse background spans commercial broking and business advisory roles, amounting to a unique skill set, broad general knowledge and an extensive contact base.

As Sarah’s name is on the door, you should know a few things about her values and the way she does business. Find out here.

Gabrielle Denman

Practice Manager / Executive Assistant

gabrielle@sarahwells.com.au
0488 725 525

Gab is the newest member of our team. She brings passion and enthusiasm in a number of areas that compliment the team dynamic. First and foremost her client focused approach is what attracted her to Sarah’s team, secondly her hands on approach in coaching and working with property loving investors gives her a unique perspective in how financing options drives decisions. This combination of experience and talent affords her the opportunity to marry her prior life within a retail bank with real world property acquisitions.

Outside work, Gab is an avid soccer lover and like all of Sarah’s team is a massive dog lover.

Amy Heywood

Practice Manager & PA - On Maternity Leave

Amy’s wealth management background has equipped her with an understanding of our clients’ broader needs, and how any given solution fits within its wider context. Her iron fist, velvet glove approach makes Amy both an effective and personable member of the team. Amy has a keen interest in real estate and can often be found perusing property porn in her downtime.

 

Jules Holliday

Operations & Compliance

jules@sarahwells.com.au
0413 786 884

A born and bred Englishman, Jules brings his fabulously dry sense of humour to the table along with an impressive back catalogue of experience. From working in commercial law in the UK, to banking in Asia, then moving into start ups, Jules has accumulated a wealth of skills and knowledge to underpin his role as Operations Manager. Day to day, Jules oversees compliance, stakeholder negotiation, relationship management and our own in house processes, as well as flexing his negotiation muscle with the office hounds as required.

 

Daisy & Eliza

Office Mascots

Daisy and Eliza are a pair of pooches from the RSPCA rescue program. These two accompany Sarah to the office each day, where they perform such tasks as snoozing under the desk, munching on the indoor plants, and sitting on Jules’ feet.

Services

Sarah operates both traditional finance broking services as well as ‘tailored’ fee for service work catering to your own specific circumstances.

During your initial chat with Sarah and her team they will match your needs with the services available.

Contact Sarah on her mobile or email for a personal consult.

Scope of Solutions

  • Residential Finance Broking (to live in and invest)
  • Commercial & Business Lending (to purchase, grow or invest in)
  • Practice Lending (including fitout and equipment finance)
  • SMSF Lending ($500k and above – note fee for service on all SMSF due to the complexity)
  • Debt Restructuring Services
  • Lending review and negotiating Services (fee for service with your current lender or private banker)
  • Bank resolution (developed to help clients solve problems with their existing banking relationship that seem to be at an impasse – note fee for service)
  • We like to keep things simple yet transparent for everyone we work with.

Kudos

“Sarah has been outstanding in helping my family and I with our finances.”
— Dr U Ali
“Sarah has exceptional understanding of lending practices and mortgage products.”
— Harry Patel
“I was referred to Sarah Wells by a friend in the real estate industry, and found her to be very helpful, personable and knowledgeable of my finance needs as a Doctor and what packages were available from various lenders.”
— Dr M Hoar
“A huge thank you to Sarah & her team for securing our recent home loan.”
— Lisa Skarott
“Beyond getting extremely good deals/structures organised, Sarah is a pleasure to work with and makes everything very easy.”
— Dr G Imberger
“In my capacity as Marketing Manager at property development company Waltcorp, I recommended Sarah to apartment purchasers seeking mortgage solutions.”
— Lisa McCutchion
“Sarah Wells has recently reorganised my loans getting better rates from my own bank than I was getting.”
— Dr. Joe Kosterich, Doctor, Speaker, TV Presenter, Author
“Sarah has exceptional understanding of lending practices and mortgage products.”
— Harry Patel
“Sarah was a breath of fresh air in the financial advisor world.”
— Mark Moran
“Sarah's personable style and strong industry knowledge was invaluable in helping me navigate through my home loan application.”
— Anna McMillan
“I was originally introduced to Sarah in 2004 when I was new to the financing industry.”
— Greg Uehling
“Sarah is a professional financial services provider who worked tirelessly to help us secure a much better rate and overall deal for our mortgage.”
— Vanessa Stewart
“Sarah is excellent at getting great results within a tight timeframe.”
— Lisa Danker
“Sarah is super smart, proactive and 100% professional. ”
— Steve Cohen – Jones
“I was very sceptical at first when I saw the presentation including Sarah at work but thought I would give them 5 minutes to see if they could save money on my mortgage.”
— Jenni Campbell
“I just wanted to drop you a note to say thanks for all your help, guidance and patience during the sale of my existing property and purchase of our new property.”
— Stephen Case
View all testimonials