Finance & Mortgage Services

Our team is here to help you find the best personal and commercial loan products. 

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Forward-Looking Advice
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No surprises
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Experience financial progress


Personal & business lending

Whether you’re a first home buyer, looking to upgrade your house, or growing and investing in your business, taking on a loan is a major decision.

Working with you one-on-one and developing a complete understanding of your circumstances, we tailor our solutions to meet your individual needs and help you choose the best way forwards. We’re transparent, proactive and always available so you can get the support and information you need to make the best decision for your financial future.

With almost two decades of industry experience and access to a wide range of lenders, we can provide the right loan solutions to get you from where you are to where you want to be.

home loan

Home & investment loans

Find the right loan solution for your first home, upgrade to your next home, or consolidate your debt with support and guidance every step of the way. Your Kelly+Partners Lending Specialist can provide a variety of flexible, cost-effective options to choose from and help you align your loan requirements with your long-term financial goals.

If you’re looking to refinance, top-up or switch your existing loan, we can help you access competitive loan rates and other features so you can enjoy more freedom and flexibility.

  • First Home Buyers
  • Owner Occupied
  • Investment
  • Refinancing
  • Renovation & Construction
small business loan

Commercial & business loans

Get access to the right funding sources to build and grow your business with the support of an effective loan solution tailored for you. We work with you and your accountant to understand your structure, cash flow requirements, tax implications and future goals to identify the best solution for your business.

We’re in the business of genuinely making you better off, and that means providing continuing support and monitoring your progress towards your personal and business goals even after our strategies have been put in place.

  • Small Business Lending
  • Commercial Property Lending
  • Equipment & Asset Finance
  • Insurance Premium Funding
  • Motor vehicle / Chattel Mortgages
  • SMSF Limited Recourse Borrowing Arrangements
  • Franchising
  • Invoice/Debtor Financing
  • International Trade
  • Healthcare & Professionals Services Solutions

Credit services are provided by Kelly Partners Finance Pty Ltd as an authorised credit representative under Australian Credit Licence 389087.
Kelly Partners Finance (Central Coast & Hunter Region) Pty Ltd is an authorised credit representative under Australian Credit Licence 389071.

Get Started

Speak to one of our finance and mortgage specialists. 

Book a call

1300 802 780

What our clients have to say

"James was very helpful in finding me a competitive home loan and guiding me through the process of purchasing a home. As a first home buyer his help was invaluable."
Callum Mitchell
“I could not be happier with the work completed by James. He kept me up to date throughout the process of obtaining a new home loan. He is highly professional and there is nothing to fault. Couldn’t be happier. Would highly recommend!”
Samuel Dawkins
"James was quick to reply and no question was too silly. Helped us with every aspect of this process with the utmost professionalism and kindness. Can't recommend James highly enough for anyone needing help with re-financing a home loan.
Ashleigh Small

"I am always impressed by your communication, your response times, your industry knowledge and overall provision of service. I have never been made to feel less than valuable, you have always answered my questions and queries quickly and professionally even when they are a little left of field. I appreciate the time and consideration you have given with all of our dealings.”
Mandy Cohen
"Thank you very much James for making the whole process of changing lenders seamless. Your communication with us was prompt & clear. Any problems or questions we had were dealt with straight away, even on weekends! Thank you again for making the process painless
Scott Blackmore
“James was nothing short of amazing! Worked hard to find us the best solution to fit all of our needs, got the approvals through without any drama and everything was ready to go when we needed it for our purchase. I wouldn’t use anyone else for broker services - highly recommend!
Rebecca Whitford
“James can be likened to a magician. Making the somewhat impossible, possible. He leaves no stone unturned to find the best and most suitable option. The absolute consummate professional. He’s always got your back.”
Stefan-Henryk Tyra
“James was outstanding in his overall approach in assisting with our loan, he negotiated a better rate as well as additional funding required for our home renovations”
Robert Daniels

Guide: Why use a broker?

When you’re searching for the right loan, the number of options can seem overwhelming. Wouldn’t it be great if there was someone who could help you choose the right one?

Why Broker Guide

Finance team

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James Russell
Partner, Finance
David Jack
Finance and Loans Manager

Calculators and tools

Find your nearest office

Email our team, give us a call, or visit one of our award-winning office locations


Take control of your financial universe

Achieve your personal and business goals by turning to Kelly+Partners Accountants today.

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