Home / Home and Investment Loans

The Right Loan for Your Property Goals.

We work with a broad panel of lenders to find the structure and rate that genuinely fits your situation, from your first home through to a growing investment portfolio.

Home and Investment Loan Services

Your property goals deserve more than a standard rate comparison. We look at the complete picture, including structure, offset strategy, tax implications, and lender policy, to find a loan that works in your favour over the long term.

First home buyer loans: borrowing capacity, grant eligibility, lender selection, and settlement managed.

Owner-occupied home loans: competitive rates and structures across a broad bank and non-bank panel.

Investment property loans: structure, interest-only periods, and tax efficiency advised in coordination with our accounting team.

Portfolio lending: multiple investment properties structured to support your overall wealth strategy.

Complex and non-standard lending: self-employed, irregular income, and non-standard credit situations.

First Home Owner Grant: eligibility assessed and application managed as part of the process.

More Than a Rate. A Structure That Works.

The lowest rate is not always the best loan. Offset arrangements, cross-collateralisation risk, and lender serviceability policies all affect how a loan performs over time. We look at the full picture before making any recommendation.

Investment Advice Coordinated With Your Accountant

Investment property finance requires a different lens to owner-occupied lending. Our brokers work alongside Fortuna's accounting team to ensure your loan structure is tax-efficient and aligned with your broader wealth strategy, not just your immediate borrowing need.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our mortgage brokers work closely with Fortuna's accounting and financial planning specialists to ensure your home or investment loan fits within your broader financial strategy.

With more than 16 years of lending experience and a reputation for finding solutions where others can't, Alana leads Fortuna Finance with a client-first philosophy, sharp commercial expertise and a genuine passion for empowering the people she works with.

Alana Magee

Managing Director - Finance

Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.

Luke Gavin

Finance Broker

Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.

Cam Vu

Broker Support