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Mortgage Broker in Shepparton & Riverina

At Simply Intelligent Finance, we help Shepparton and Riverina clients navigate home loans, refinancing, and investment finance, offering personalized support every step of the way.

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Feel free to get in touch with Simply Intelligent Finance, your trusted partner in the world of finance.
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Invest in Our Company and Have Healthy Profits for Long Term

Achieve financial success with Simply Intelligent Finance. Our team offers expert guidance on home loans, refinancing, and investment opportunities across Shepparton, Riverina, and nearby areas.

  • Business Planning &
    Strategy
Crafting smart, tailored financial strategies for business success
  • Financial Projection
    Analysis
Expert analysis for accurate, future-focused financial projections.
  • Business
    Opportunities
Identifying and capitalizing on lucrative business opportunities.

Comprehensive Finance Solutions for You

From first home buyers to property investors, Simply Intelligent Finance offers customized mortgage solutions and refinancing strategies for Shepparton and Riverina residents.

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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.

Explore Our Range of Mortgage and Finance Services

Whether it’s securing a mortgage, refinancing, or planning your next investment, we provide clear, expert guidance for clients across Shepparton and Riverina.

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…
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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..
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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…
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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…
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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.
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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…
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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,
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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…
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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.
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What Makes Us Your Local Mortgage Broker of Choice

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Finance Guidance That Understands Your Neighborhood

As a boutique mortgage broker and finance broking business, Simply Intelligent Finance prides itself on personalized service, advocating for our clients, and finding the best finance solutions for their homes, farms, and businesses. Based in Tocumwal on the Murray River, we have a deep understanding of the unique needs of regional and rural clients, particularly across Shepparton, the Riverina, Echuca, Mooroopna, Griffith, Wagga Wagga, and surrounding areas.

Whether it’s helping you secure your dream home, grow your business, invest in property, or refinance your mortgage to get better terms, our team is here to provide expert guidance and tailored solutions every step of the way.

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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

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Hear From Our Shepparton & Riverina Clients

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

Dan Verridale

I had approach numerous banks to obtain finance to construct a house on the land I owned in Veirridale, QLD. Sometimes I would get to step 2 and sometimes I would not get past first base. It was very frustrating and confusing.

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