At FinancialPlus, we believe getting a home loan shouldn’t be complicated – it should feel simple, clear and personal, with someone genuinely in your corner the whole way through.

FinancialPlus was built on a simple idea: do the right thing by your clients, work hard to find the right solution, and be there for them long after the loan settles. The business was founded by Kathy and Bruce Rogers, who built FinancialPlus through a commitment to personal service, persistence and putting their clients’ interests first. Much of the business’s growth came through referrals – a reflection of the relationships they built and the trust they earned along the way.

Today, Simon has taken full ownership of FinancialPlus and is carrying those values into its next chapter. While the business continues to evolve, the principles Kathy and Bruce built it on remain at its heart: listen carefully, work hard, look beyond the obvious and genuinely advocate for the people you help.

That means we’re not here to steer you towards a particular bank. We compare your options across more than 60 lenders, negotiate on your behalf and structure a loan around your goals and circumstances. And our relationship doesn’t stop at settlement. We review your interest rate twice a year to make sure you’re not quietly paying more than you need to, and if there’s an opportunity to negotiate a better deal, we’ll do the legwork for you.

Today, FinancialPlus supports clients across Australia, from our Gold Coast base to clients in Sydney, Adelaide and beyond. Whether you’re buying your first home, moving, refinancing or investing, you’ll get the same personal approach that has been at the heart of FinancialPlus from the beginning – with Simon here to guide you through what’s possible next.