Specialist Wealth

Years of combined experiences

  • Home Lending
  • Investment Lending
  • Commercial & Business Lending
  • Practice Acquisition Loans
  • Equipment & Asset Finance
  • SMSF Lending
  • Strategic Lending Structures
  • Ongoing Lending Support
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Mission

Specialist Lending provides tailored lending solutions for medical, dental, and high-income professionals. With decades of combined experience, we help clients navigate complex borrowing decisions with confidence, delivering strategic finance solutions that support home ownership, investment growth, business expansion, and long-term financial success.

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Vision

To be a trusted lending partner for professionals across Australia, providing innovative and strategic finance solutions that empower clients to achieve their personal, property, and business goals. We strive to simplify complex lending decisions while creating lasting value through expert guidance and long-term relationships.

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EPIC

We are guided by Excellence, Partnership, Innovation, and Care. These values shape every client relationship, every lending strategy, and every recommendation we provide. By maintaining the highest professional standards, we deliver trusted advice, personalised support, and lending solutions designed around our clients' long-term success.

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From the Director’s Desk

Welcome to Specialist Lending.

We believe lending should be more than simply securing finance—it should be a strategic decision that supports your long-term goals. Our role is to understand your unique circumstances, provide tailored lending solutions, and guide you through every stage of the process with clarity and confidence.

Built on the values of Excellence, Partnership, Innovation, and Care, we are committed to helping our clients make informed borrowing decisions and achieve lasting financial success.

We look forward to being part of your journey.

Lending Expertise You Can Rely On

Client Committed

Industry Focused

Building Lending Confidence, Together

01

Discover & Understanding

We begin by understanding your income structure, financial position, and long-term goals. This allows us to identify the right lending opportunities and ensure every recommendation is tailored to your unique situation.

02

Strategic Planning & Implementation

We design and implement a customised lending strategy, selecting the right lenders, structuring your loan effectively, and ensuring it supports both your immediate needs and future plans.

03

Ongoing Review & Support

Our relationship doesn’t end at settlement. We provide ongoing support, reviewing your lending as your circumstances evolve to ensure your structure continues to work in your favour.

Our Teams

Meet the People Who Guide Your Financial Journey

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Director - Lending Services

Chris Richardson

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Senior Credit Analyst

Stephen Simpson

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Finance Specialist

Ryan Robson

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Recommended Financial Adviser

We've been fortunate to have Katharine Fasal as our financial adviser. Katharine's proactive and tailored approach has significantly impacted our financial well-being. More than that she's is always there for us, offering expert advice and support that goes beyond the call of duty. We wholeheartedly recommend Katharine to anyone seeking a financial adviser who genuinely cares and consistently delivers.

Kayla

Excellent choice!

We found Specialist Wealth different because they helped when it really matters: claim time. They do this because they has a passion for what they does and a clear desire to provide help to their clients when they need it most. In our case, we were able to make a claim for income protection in what initially seemed like a lost cause. Specialist Wealth was able to do this because they had a deep understanding of the fine print of our insurance policy. Their knowledge and passion for what they do makes them an excellent choice when it comes to life insurance.

Alvin

Confidence Financial Planning

Our financial planning took a dramatic turn for the best when we were introduced to Specialist Wealth. Specialist Wealth took the time to understand our needs and position in great detail and equipped us with the information we needed so as we were able to make decisions about our future financial planning with confidence.

Natalie

Complete TRUST

My husband and I were both absolutely delighted with Specialist Wealth. What really impressed me was the way they took the time to get a feeling for where we were at, his depth of knowledge, lateral thinking and their common sense approach, made us feel comfortable. I have no hesitation in recommending Specialist Wealth firm's services with complete trust and I look forward to a continued relationship with them.

Paula

Have Questions?

Contact Us Now

Whether you're purchasing a home, growing your investment portfolio, or exploring finance options for your business, our team is here to help.

Send us a Message