Insurance

Safeguard What Matters Most with the Right Insurance

from 4 reviews

5.0

Protect Your Assets and Grow Your Wealth with the Right Insurance & Investment Loans

Protecting your home, car, and valuable possessions is essential to ensure peace of mind against unexpected risks. At Margin Finance, based in Moonee Ponds, we understand the importance of comprehensive Home Insurance. In Australia, standard policies typically cover events such as fire, theft, vandalism, storm damage, and accidental loss or damage to both the structure of your home and its contents. Home Insurance also extends to liability protection, covering injuries or damages that may occur on your property.

To remain properly protected, it’s important to review and update your insurance regularly. Life changes such as home renovations, new purchases, or shifts in property value can leave you underinsured if your policy isn’t kept up to date. At Margin Finance, we work closely with you to identify the most suitable policy for your needs. Our experienced team can provide tailored guidance or connect you with trusted partners to ensure you’re adequately covered.

An Investment Property can be a great way to earn passive income while also taking advantage of numerous tax benefits. However, an investment property with the wrong Investment Loan can quickly erode these benefits and leave you worse off. We’re experts in Investment Loans and can make sure you purchase with the right loan.

Understanding concepts like Negative Gearing and Positive Gearing as well as making sure you purchase a property that has high capital growth are key to growing your investment portfolio. We can help you find the right loan to fit your investment property strategy and handle all the paperwork to get your loan approved.

We’re a proud member of the Mortgage and Finance Association of Australia and have clients right across Australia. If you’re looking to get the right Investment Loan, we have the expertise and experience to guide you through the process of finding the right loan for you.

Ready to chat to one of our team?

Organising Insurance with us

1. Initial Consultation

Start with a conversation with one of our qualified brokers. We’ll take the time to understand your circumstances, explain the process, and outline what to expect moving forward.

2. Fact-Finding

Next, we’ll gather the key details about your personal and financial situation, as well as the assets or risks you want to protect. This helps us identify the level of coverage you need and highlight any potential gaps.

3. Exploring Options

With this information, we’ll research a wide range of insurance products available in the market. We’ll present you with suitable options, making it easy to compare coverage, terms, and premiums—so you can make an informed decision with confidence.

Our Latest Reviews

Vivek

Mahesh came highly recommended and sure enough took care of my mortgage needs brilliantly. I wanted to refinance my home loan, Mahesh understood our needs and preferences before suggesting a handful of options rather than overwhelming with all options in the market. Had a wonderful no stress experience with Mahesh and team.

 

Neil

I can’t recommend Mahesh enough! He is incredibly knowledgeable and his attention to detail and service is top-notch – always fast, friendly and helpful. He always goes the extra mile to make sure we got the best deal. You won’t be disappointed.

Vrinda Jain

It was a wonderful experience working with Mahesh! He is incredibly knowledgeable and informative, and always very prompt and helpful in his service. Would highly recommend his services!

We work with Australia's biggest lenders

Frequently Asked Questions

All of our Mortgage Brokers are accredited and members of the Mortgage and Finance Association of Australia. They are extremely professional and provide service across a range of lending options.

Mortgage Brokers are there to help you find the right loan whether it be from the major banks, smaller lenders or other sources. We have a broad range of products (more than any single lender can offer) which means we can do all the legwork to find the right loan for you.

We take look at a wide range of products available from Banks, Credit Unions & other lenders across the country. This means we can search thousands of products and make sure we’re always recommending competitive rates for our clients.

We can help with Home and Investment Loans, Construction Loans, Car Loans, Personal Loans, Business Loans, Working Capital Loans, Commercial Property Loans and much more. If you’re looking to borrow to buy something or fund your business growth, we can probably help.

Of course! We believe that we can find the competitive interest rates for you to refinance to, whether it’s a Home Loan, Investment Loan or a Business Loan.

We love helping First Home Buyers! We’re experts at the entire process and can help you get the right Home Loan. We’re also across the various schemes to help First Home Buyers such as the First Home Owners Grant and the various stamp duty exemptions available.

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