We personally guide our clients across Australia through their home loan and business loan decisions, offering help & advice every step of the way.
WHY CHOOSE US
Personal Service
Fast and Responsive
Open and Transparent
Choice
Experience and Knowledge
Professionalism
Superior Service
Strong Relationships
Confidentiality
WHAT OUR CLIENTS HAVE TO SAY
Building long-term, mutually beneficial relationships with our clients has been the key to our success. Identifying the right strategy and loan for you is merely the beginning of our relationship.
"I discovered Excelsior Finance through a referral from a close friend. Mark and the team refinanced my loans, achieving significantly better rates and a cash back and points deal that resulted in a credit to my account after bank fees – meaning I got paid to save money. More recently, Mark contacted me regarding an exceptional deal that was only available for a short time. With his, and the Excelsior Team’s assistance, everything was taken care of and I am now enjoying even greater savings that I can use to take the family on regular holidays.
I am now miles ahead with minimal effort and fuss. I have referred friends and family and they are equally impressed. Highly recommended."
Craig Foreman
Financial Controller
"Thanks to David James for his professional advice and expertise guiding us through a significant financial restructure which has proven to be of great benefit to us and our business. We appreciate his skill in understanding our requirements, sourcing the right products and persistence in successfully closing the deal. We also appreciate his integrity and honesty throughout this process. We expect to build on this relationship and would thoroughly recommend his services to any prospective customers."
Andrew Foley
Managing Director
"David, Bonny and Mark provided outstanding service with our recent home loan application. Financial institutions have many of forms to fill out, however, the Excelsior team clearly explained and guided us through each step of the process. Their attention to detail, and accuracy in completing the necessary documentation meant the whole process ran smoothly, easily and was extremely efficient."
Paul & Valerie Byrne
"We appointed David James from Excelsior Finance to act as our finance consultant to assist with the financing of our syndicates purchase of commercial property investments. David has extensive experience in commercial property finance and his services included an end to end process of sourcing the appropriate lender for our clients, negotiating terms and conditions and facilitating the lenders requirements through to settlement. David’s appointment demonstrated to investors that a complete review of our lender partners was completed to ensure the best possible terms for the syndicates"
Miles Ashton
Baron Property Group
"Excelsior Finance recently helped me navigate a very complex business loan. Their communication and level of customer service was as good as I have very experienced. I highly recommend their services for both business and home lending. Best in the business!"
Nic Blackah
"I have worked with Mark and the Excelsior team since 2015 to make sure I am getting the best mortgage deal available and I can’t recommend them highly enough. The exceptional level of personal service and attention to detail that I’ve experienced has made the process very easy, stress free and financially beneficial each time."
Carmel Whitfield
"Mark and the team at Excelsior Finance are excellent to work with and have been able to assist our clients in finding the best finance deal when no one else could. Mark’s ability to think outside the box and professionalism are second to none and we highly recommend his services to all our clients and anyone seeking finance or looking to add value to their business."
Troy Cavanagh
Director, LCP Group
WA Chartered Accountants
"David and the team have always provided an efficient, thorough service. They have consistently demystified the complexities of the finance world for us and given us clear advice and helpful options. We recommend David and the team to friends and family whenever we can."
Del and Laura
"We have been clients of David’s and his team for over 10 years because they provide excellent service. I would recommend David to anyone thinking of looking for a mortgage / finance broker."
Janelle and Derek
"I want to thank David James for his advice and expertise in helping us to find the best possible mortgage package for our new apartment."
Bryan and Fionna Miller
"The process of financing my first home was made very smooth with Excelsior Finance. From initial discussions with my Mortgage Consultant, Leanne, I was provided comparative information on current rates and a list of documents I would require. After being assisted with my FHOG and bank application, my finance was then approved within 24 hours! Leanne also helped me to understand my loan documents and continued to answer any questions I had beyond settlement. I would recommend Excelsior as they were so efficient and helpful every step of the way."