27/05/2025
As many of you know, I’ve had the pleasure of working alongside you over the years to help guide your financial journey. After much consideration, I’ve made the decision to merge my company with Dana and Will from APEX FINCAP. As I step back from the day to day operations you will be firmly in the capable hands of the team at APEX FINCAP. I've recorded an introductory video and posted it to our page, and if you have spare minute I would encourage you to watch it (the link is also in this email).
I want to reassure you that I’ll remain involved in a support role with APEX FINCAP, providing strategic guidance and assisting with the higher-level structuring of complex lending solutions.
As always, I am available on the same mobile number for anyone who wants or needs a chat. My door is always open. As the landscape of the mortgage and finance industry are evolving, I have made this decision ultimately to ensure that all my clients are receiving the best service, backed by the best technology and driven by the best team.
I’m also excited to let you know that Teena and Tracey, whom you know and trust, will be staying on with the business. They are just as passionate and enthusiastic as I am about this new phase, and they will continue to provide the exceptional service you’ve come to expect from us.
Allow me to introduce Dana and Will from APEX FINCAP, who will be taking the reins alongside the team.
Dana brings over 20 years of experience in finance, while Will combines his strong business history with a background in military service. Together, they make an unstoppable team, and their combined knowledge and experience will ensure that you continue to receive outstanding outcomes for your financial needs.
They'll also be expanding the services we offer to you. Alongside your current residential finance solutions, APEX FINCAP will soon be offering dedicated Commercial Finance and Asset Finance to better meet your evolving needs. Additionally, we’ll be launching a boutique buyers agency and concierge service in the near future, providing a fully serviced, end-to-end experience to assist you in all aspects of your property and investing journey.
Dana and Will’s unwavering commitment to their clients and meticulous attention to detail closely mirror my own values. It’s for this reason that I have confidently entrusted the business I’ve built over the years into their capable hands. This decision was made after careful consideration and strategic planning. You can trust that I fully support the expertise and vision of APEX FINCAP, under the leadership of Dana and Will, and have the utmost confidence in their ability to continue delivering exceptional results.
Thank you again for your continued trust and support. If you have any questions or simply want to have a chat, don’t hesitate to reach out to me directly or to anyone on the APEX FINCAP team.
You will receive more correspondence from APEX FINCAP in the coming weeks, but rest assured that this transition will be seamless, and your current arrangements and services will remain unchanged. I have full confidence in the APEX FINCAP team and their commitment to delivering the same high level of service you’ve come to expect, and more. As always Teena and Tracey are hard at work in the office and can be contacted any time on 07 5452 7979.
A sincere thank you to all of my clients who have been with me on this journey. Your trust and support over the years have meant the world to me. As I move forward with the decision to merge with APEX FINCAP, I ask that you place your trust in me once again, allowing Dana, Will, and the growing team to earn your confidence as well. If you have any questions or concerns, please don’t hesitate to reach out to me directly.
