Meet the team

With over 35 years’ experience in banking and finance, and a desire to deliver the best possible mortgage advice and customer service, Steve Long draws on his extensive product knowledge to help his clients access competitive loan solutions.

“I work for the client, not for the lender, so the advice I provide is always in the best interests of my clients,” Steve says. 

“I take the time to really understand what’s important to my client so I can match them with the right product and strategy to ensure they can achieve their dreams and goals.

“I’ve held a variety of roles throughout my career– from branch manager, through to lender and financial planner – and I can take that ‘big picture’ perspective and look in detail at the various needs of and opportunities for my clients.”

Throughout the loan process Steve regularly keeps clients informed on progress and is available whenever they may have a query or a concern. “Once the loan is settled, my clients know they can call me at any time with any questions they might have, or to seek updated advice based on their changing circumstances,” he says. 

Steve works with all types of borrowers including first homebuyers, people who’d like to refinance an existing property or purchase a new property, and anyone wanting to start or grow their investment property portfolio. He is also able to assist clients with their business finance needs.

Based in the Coffs Coast region, Steve offers a fully mobile service throughout regional New South Wales.

Senior Loan Administrator

As Senior Loan Administrator and Client Review Manager, Yvette’s primary responsibility is to support Steve and all our clients with the end-to-end process of mortgage applications, including pre-approvals, refinances and increases.

“I make sure that our clients’ loan applications run smoothly from loan inquiry up to settlement, including client maintenance,” she says. Yvette provides assistance, guidance, and liaises with other stakeholders, including the lenders, solicitors, conveyancers, and real estate agents, on the client’s behalf.

Experienced, organised and efficient, Yvette has worked in the banking and lending industry for 10-plus years. She strives to ensure all our clients feel valued and looked after, staying in regular contact as their application progresses. “I provide great service by being able to see the process from their perspective,” she says.

Steve and I work together as a team so his success is mine too. Every time we settle clients I feel proud to have done my part to make it happen.”