Under Sarah’s stewardship, SFE Loans has evolved beyond a traditional practice and into a team of professionals delivering high-quality customer care. We are mentors and matchmakers, connecting the dots between customers and creditors with sound advice, expert insight and a view to the long-term compatibility of your loan with your life.
The SFE Loans team will listen to you. They’ll run interference between you and the loan providers, whenever you need it. But, most importantly, they’ll empower you to understand and command your own financial future.
An advisor is good, but an advocate and ally is even better.
The SFE Loans head honcho, Sarah is a technical expert when it comes to structuring shrewd lending arrangements that take into account the current needs and future goals of her customers. Sarah's a licensed mortgage planner, and has honed her sharp business skills and knowledge over her many years working with the cream of the crop in tax, financial planning and asset protection sectors. She's got a little bit of sass and a whole lot of smarts, she networks like a boss to get the best connections for her customers and she likes loans and lending as much as she likes a laugh (a lot).
Lisa is the customer service guru of the SFE Loans crew. She brings over fifteen years of experience to the table, managing loans processing through to settlement and beyond with a clear head and razor-sharp attention to detail. Lisa keeps all the balls in the air at the office and makes sure that every customer has the best experience possible. As a mum of three, she can multi-task like no-one's business, and she's a formidable manager, loans and lending authority and maker of a mean chocolate cake (we are open to challengers).
Steph has a bunch of experience in practice management and compliance in the finance world and she’s already on board with the SFE Loans brand of service without the silly bits. She’s a super sleuth and loves investigating compliance matters to make sure there are no discrepancies. Sometimes, she wears a trench coat and hat and carries a giant magnifying glass while she’s on a case. Steph gets a buzz from seeing customers get the funds for fancy new wheels or their dream home, and she especially loves it when there’s an auction and everything goes down to the wire. She has a fondness for organisation and structure, making her an ideal compliance chieftess.
Monica has come on board the SFE Loans team to keep us all in line with admin and compliance, and when we are line-dancing. With over three decades of finance sector experience under her belt, including a stint as Commercial Business Manager at a major bank, we've accepted that her word is gospel when it comes to clients, compliance and admin. As an added bonus, she's also a fount of information when it comes to travel advice. Monica loves travelling, almost as much as Sarah, so much that we've had to hide her passport because we need her to stay at SFE Loans and keep everything ticking over as beautifully as it has been, under her watch.
At SFE Loans, we don’t operate in a bubble.
We’re proud of the community we call home, and the relationships we’ve built with other businesses, neighbours and friendly locals in our stomping ground of Briar Hill, Montmorency and surrounds.
In the past, we’ve sponsored the Montmorency Football Club and Sarah has been on the committee of the Nillumbik Business Network. We’re always looking for opportunities to chat and connect with other organisations or community groups. If you’re in the local area and you’d like to talk to the SFE Loans team about linking up, get in touch!