Our clients have saved over $1.4 million per year in interest.
Discover The Little-Known Finance System We Use To Save You Thousands, Borrow Smarter, And Build Wealth Faster
Receive tailored lending advice designed to maximise borrowing power, minimise costs, and accelerate your financial goals.
Next Step: Book A Free Discovery Call
What you'll get access to
Personalised Lending Strategy Session
A no-pressure call where we break down your borrowing power, your lending options, and the smartest structure for your goals. No confusing bank jargon. No upsells. Just clarity, direction, and a plan that actually makes sense.
Full Loan Comparison & Rate Audit
We’ll review your current position, identify how we can improve it, and show you exactly where you could save - often thousands per year. You’ll see in plain English how to borrow and invest smarter, not harder.
Tailored Deposit & Purchasing Plan
Whether you’ve got $5,000 or $150,000 saved, we show you the smartest way to use it, including 5% strategies, guarantor options, equity release, tax-efficient lending structures, and more. If there’s a way to buy sooner, we’ll find it.
Fast-Track Approval Support
We guide you through the approval process step-by-step so you don’t waste time, miss documents, or get knocked back by a bank. Our job is to make sure your strategy and applications are airtight and move quickly.
Priority Access to Our Team (No Waiting)
You won’t be stuck in a queue or waiting a week for a callback. Our clients get same-day responses, quick updates, and communication. If you have a question, someone on our team will get back to you within the hour.
Guidance You Can Actually Use
Buying your first home? Refinancing? Upgrading? Investing? We’ve helped over 700 Australians move forward with confidence. You get access to all our experience, tools, and strategies without the fluff.
What others are saying
Recent client success stories
Increased Borrowing Power By $262k
Daniel & Jess are first-home buyers who kept getting told “no” by their bank.
We provided the right structure and strategy, optimised their income analysis, and unlocked an additional $262,000 in borrowing power, allowing them to finally buy their first home.
Reduced Repayments By $697 Per Month
Liam, was juggling multiple loans.
We consolidated his lending into a sharper structure and cut his repayments by $697/month, giving him more cash flow and room to invest and build a strong financial future.
Repaid Their Home Loan 16 Years Faster
Chris & Maya, a young family, wanted to lower their repayments without cutting back on their lifestyle.
By implementing a smarter repayment strategy, they shaved 16 years off their mortgage, saving well over $450,000 in interest over the life of the loan.
Ready to get started?
About Berti Financial
Berti Financial are award-winning brokers specialising in strategic lending for home buyers and investors across Australia.
We have helped more than 700 Australians purchase $1B worth of property. We secure smarter loan structures, sharper rates, and stronger approvals, saving clients over $1.4 million per year in interest by structuring their lending the right way.
We work with first-home buyers, upgraders, refinancers, and property investors, providing tailored lending advice designed to maximise borrowing power, minimise costs, and support long-term wealth creation.
Berti Financial is built on the belief that finance should be strategic, transparent, and aligned with a client’s bigger picture, not driven by banks poor advice, lining shareholders' pockets.
Secure your free strategy session
Frequently Asked Questions
Here's what we usually get asked
So how does it work?
You complete a short 5-question pre-qualification survey (at the top of this page) and book a free lending strategy session.
On the call, we walk you through your borrowing power, lending options, potential savings, and the smartest structure for your goals. You’ll leave with clarity and a clear next step.
Is this really free?
Yes. The strategy session is 100% obligation-free.
Our goal is to give you clarity and determine whether we’re the right fit to help you long-term.
Who is this suitable for?
We help:
- First-home buyers
- Upgraders
- Refinancers
- Property investors
- Business owners
If you want to borrow smarter, save interest, or move forward with confidence, this session is for you.
How quickly can I get results?
In many cases, results start immediately.
Some clients save money as soon as we restructure their loans. Others gain clarity on their borrowing power or next purchase within the first call. Timeframes ultimately depend on your goals, lender policies, and documentation, but we move as efficiently as possible.
Do you try to upsell me on the call?
No pressure. No gimmicks.
The call is about understanding your situation and showing you your best options. If we can help and you want to proceed, we’ll explain the next steps clearly. If not, you still walk away with very valuable insights.
Can't I just go directly to my bank?
You can, but banks only offer their own products.
We compare lenders across the market and structure loans strategically, not just based on rate but on long-term outcomes like borrowing power, flexibility, and future growth.
How much can I actually save?
Savings vary depending on loan size and structure, but many clients save thousands of dollars per year in interest after restructuring. Across our client base, we’ve helped save over $1.4 million per year in interest.
What happens after the strategy session?
If we’re a good fit and you’d like to move forward, we’ll guide you step-by-step through the application, approval, and settlement process. If you’re not ready yet, you’ll still have a clear plan for when the timing is right.
Do I need perfect credit?
No.
We work with a wide range of situations. During your strategy session, we’ll be upfront about what’s possible, what lenders suit you, and how to improve your position if needed.
How much time does this take from me?
Very little.
The initial call is around 15 minutes. From there, we handle most of the heavy lifting and guide you clearly on what documents are needed and when.
Why is availability limited?
We limit the number of sessions each week so every client receives personalised advice and fast follow-up.
© 2026 Berti Financial Group Pty Ltd
Disclaimer: All information provided on this website is general in nature and is intended to help you understand lending concepts and potential options.
It does not take into account your personal objectives, financial situation, or needs.
Lending outcomes, interest savings, borrowing capacity, approval timeframes, and strategies will vary depending on individual circumstances, lender policies, and market conditions.
Any examples, figures, or client outcomes referenced are illustrative only and should not be relied upon as a guarantee of future results.
Berti Financial Group does not guarantee loan approvals, interest rates, savings, or outcomes.
Credit assistance is only provided after a full assessment of your personal circumstances, in line with applicable laws and responsible lending obligations.
You should consider seeking independent financial, legal, or tax advice before making any financial decisions. You acknowledge that any decisions you make are your own.