At Partners in Finance our key objective is simple – we are committed to providing you with the unparalleled support you require to achieve your personal finance and investment goals. You can rely on our team to provide you with personalized, trustworthy and dedicated service, every step of the way.
We will provide you with a dedicated private broker to assist you with all of your financial needs. Now, more than ever, we are aware that everyone’s financial requirements are unique and our aim is to tailor a personalised financial solution that is suited to your individual situation, to enable you to achieve your financial goals. Whether it be; purchasing your first property, an investment property, a new car, a personal loan, refinancing an existing loan or perhaps that financial investment you have always dreamed of, our team will be there to assist you every step of the way!
Our dedicated private broking team is knowledgeable and highly experienced in all facets of lending and financial solutions; with a focus on providing superior customer service. We will work with our panel of lenders to provide you with the most beneficial loan solution, to suit your situation. Our brokers take pride and pleasure in finding financial solutions to suit every situation.
The dedicated driving force
Michael co-founded Partners in Finance in 2019. Prior to this Michael spent many years in various management roles for some of Australia’s leading businesses, before commencing his career as a broker at a Melbourne based brokerage. Michael has a strong passion for business and investment and has spent the past 15 years building his own investment portfolio. Michael’s first-hand experience at structuring his own business and investment portfolio has proven to be fundamental to his success.
Michael prides himself on being able to think outside the square and explore a multitude of options to find the perfect solution for his clients.
Helen co-founded Partners in Finance in 2019, after having worked in the banking and finance industry for the majority of her professional career. Helen worked for the NAB for many years and this is where she was first able to embrace her passion for home lending and investment. Helen has also held various other brokering roles – she brings a wealth of professional experience and has also built her own sizable investment portfolio over the past 15 years. Helen’s intimate knowledge of the banking and finance world, from both sides of the fence, coupled with a true desire to get the best results for her clients, sets her apart from the competition.
Melanie joined Partners in Finance in 2020 as the Head of Processing and Policy. Melanie brings with her over twenty years of corporate administrative experience. She has worked across a variety of industries including; the media, advertising, human resources and retail administration – filling both Executive Assistant and Office Manager roles.
Melanie prides herself on her strong work ethic, a keen attention to detail and excellent time
Partners in Finance is a Melbourne based finance brokerage, that was founded in 2019 by Michael and Helen Cass. Their dream was to establish a financial brokerage with a difference; one with an emphasis on the customer.
In just 18 months the Partners in Finance team ,who have over a decade of experience in the financial industry, have managed to turn their dream into a reality and have successfully established their name in the industry. As a result they have been able to gain access to a large panel of lenders and finance solutions – meaning more mortgage loan choices and individualized service for their customers.
Phone : +61 3 8656 0200
Email :
Office : GPO Box 2789, Melbourne VIC 3001
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