About us

Marc Ventura 

Director

Marc is a financial adviser and mortgage broker, with a passion to financially educate

his clients. 

 

It’s Marc’s mission to help clients cut through all the noise and garbage information in the media and the Internet and work with clients to show them exactly what needs to be done to achieve their financial and personal goals. It’s why he does what he does. It makes Marc mad listening to various media outlets incorrectly talk about what it takes people to purchase their first home or to create financial freedom. 

 

Marc has been a financial adviser and mortgage broker for over 10 years and has developed uniques skills that have been critical to achieving the results he does for his clients. 

 

He is passionate about working with the following 4 types of clients;

  1. First home buyers/ renters wanting to buy their first home but not knowing how or have been told know by the banks.

  2. People wanting to learn the system and specific type of loan required to help reduce their home loan in half saving them hundreds of thousands of dollars.

  3. The self-employed individual wanting to purchase a home.

  4. Young families that want to transform their financial and personal life. Through our carefully developed financial transformation program, we help young families, set clear goals, keep their income, reduce their debt and purchase assets that put money in their pocket each month, creating the lifestyle they could only dream of.

Away from the office Marc is married to his beautiful wife Lucyanne and has 3 children. He lives in the Moonee Valley area.

His family and friends are incredibly important to him. Spending time with them is paramount. Marc is an AFL lover and is a tragic Melbourne supporter. 

He loves to travel and can’t wait to head back to a European summer once the kids are older.

Meet the Team

Sagar Patel

 

Mortgage Broker

Sagar has the knowledge, experience, drive, and dedication to get the results clients are seeking. With a fresh vibrant attitude, Sagar relates to first home buyer clients and helps them understand what they need to do to become successful homeowners.

Miles Tomic

Client Services Manager

Miles prepares all the applications - he makes sure that once we receive all the documents for a client, he goes through all the documents to make sure the application is bank ready, meaning when we submit to the bank the application is in perfect order to ensure the bank approves the loan asap.

Angelica Mendoza

Customer Service Administrator

Angelica is the first point of contact - She will request all the documents we need for a home loan application

Ivan Nickolic

Credit Manager

Ivan does all of our lender research. This includes the coming up with the best loan options for a client based on their personal situation, this includes, working out how much deposit is needed, the maximum loan amount and the best rates available.

Jhunne Abela

Customer Service Administrator

Once the applications are submitted to the bank she the chases the banks to push the approvals asap and then updates our clients on the progress of their application

Marie Nicholas

Customer Service Administrator

She lodges all our applications to the bank

(03) 8383 1492

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