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Innovative Solutions To Move You, Your Family and Business Forward

Discover innovative solutions with us to propel your forward into a successful future

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Feel free to get in touch with Simply Intelligent Finance, your trusted partner in the world of finance.

Invest in Our Company and Have Healthy Profits for Long Term

Make a wise investment in our company and enjoy the benefits of healthy, long-term profits, ensuring a secure and prosperous financial future.

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Crafting smart, tailored financial strategies for business success

Expert analysis for accurate, future-focused financial projections.

Identifying and capitalizing on lucrative business opportunities.

What We Offer For You

Providing expert financial guidance and tailor-made solutions for your unique business needs.

Investing In Property

Expert advice for profitable property investment strategies.

Vehicle and Equipment Loans

Competitive loans for vehicles and equipment tailored to your needs.

Personal Loans

Tailored personal loans to meet your individual financial goals.

Commercial and Business Loans

Flexible commercial and business loans to fuel your company’s growth.

First Home Buyer

Guiding first home buyers to their dream home with expert financing solutions.

Better Loan (Refinance)

Refinance for better loan terms and financial advantages.

Discover some of the finance services we can assist you with

Whether it is helping you get your dream home, growing your business, investing, or maybe finding a better deal on your mortgage, we are here to help.

First Home Buyer

Buying your first home is an exciting yet daunting time. We will walk you through the whole process from start to finish and make sure you understand all the jargon and steps that need to be taken in the…

Better Loan (Refinance)

You may be happy with your loan, having the same loan for the past few years. But have you actually had a look to see whether there is a better option out there that is going to cost you less or save you..

Investing In Property

Investing in property is a strategy that many Australians have used over many, many years to build wealth. With long-term property prices multiplying over time it certainly has been a proven…

Personal Loans

Personal loans can be used for a huge variety of purposes such as renovating your house, buying furniture, pay for a wedding, take a holiday, purchase a caravan or a piece of equipment for…

Vehicle and Equipment Loans

For business cars, trucks, semi-trailers, harvesters, manufacturing equipment or dishwashers, fit-outs, and coffee machines we can source vehicle and equipment loans for your business.

Commercial and Business Loans

In the commercial or agribusiness space there are a range of different lenders offering different products for different needs. From cash flow lending, invoice lending to the standard principal and…

Construction and Property Development

Finance for construction or holding development sites is a speciality area. From 2-unit developments to multi-level commercial or residential development,

Self-managed Super Fund Lending

A Self Managed Super Fund is where you as the fund manager control where the fund invests it’s money, thus giving you or the members much greater control…

General Farm Equipment

For business cars, trucks, semi-trailers, harvesters, manufacturing equipment or dishwashers, fit-outs, and coffee machines we can source vehicle and equipment loans for your business.

Best Reason For Choose Our Service

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The Local Advantage

As a boutique mortgage broker and finance broking business, we pride ourselves on personalised service, advocating for our clients and finding them the best finance solutions for their homes, farms and businesses.

Based in Tocumwal on the Murray River, we have a strong understanding of the unique needs of our regional and rural clients, particularly across our local areas of the Riverina and Goulburn Valley.

Whether it is helping you get your dream home, growing your business, investing, or maybe finding a better deal on your mortgage, we are here to help.

93%

Working Total Rating

Australian Credit License
486112 Purple Circle Financial Services Pty Lt
Credit Guide & Privacy Statement

Kerry Davies
Credit Representative Number 365531
AFCA Membership 61586

Intelligent Finance Riverina and Goulburn Valley Pty Ltd
trading as Simply Intelligent Finance

Credit Representative Number 373035
AFCA Membership 62575
MFAA Membership 987242
ABN 58133500900

What Our Clients Say About Simply Intelligent Finance

Paul & Sharon Tocumwal

We had a goal of purchasing the Tocumwal Post Office but it seemed like an unachievable goal after being knocked back from lenders. We knew that it was a profitable business and we could definitely afford it but no lender would listen to us.

Steven Manly

As a property developer I require services of a broker with a deep level of understanding of the industry and a wide range of skills and knowledge. I have worked with Kerry for over 2 years now. She has helped me to put together some deals that