Who we are
Situate Finance was founded with a clear vision — to provide expert guidance, advice and unwavering support throughout every stage of our clients’ financial journey.
We believe that securing finance is more than just a transaction; it’s about building long-term relationships and delivering tailored solutions that align with each client’s unique aspirations
With over two decades of experience within the finance industry, our team brings deep expertise and strategic insight to every scenario. Whether assisting business owners, seasoned investors, first-time buyers or next home buyers, we pride ourselves on delivering a seamless, transparent, and highly personalised service to clients both nationally and globally.
At Situate Finance, relationships are at the heart of what we do. As Your partners for the journey ahead, we’re here to provide the guidance and support you need— today and into the future.
Our Team
What our clients are saying
200+
5 star reviews
Angelo, Jam & Nat were extremely swift and helpful when working with me to get financed for my first home. There was a constant line of communication and support every step of the way. Couldn't be happier with the service that was provided and will be working with Situate Finance again when i look at my next investment! Would highly recommend.
Julian C
Angelo and the team from Situate Finance have been providing us with invaluable advice and support over the last 4 years. From selling our first home, to moving into our new family home we have been supported every step of the way. No question is a silly question. They are always quick to respond to any queries we have, communicate clearly and work hard to ensure we are getting a good deal! Highly recommend!
Thomas P
Angelo is an exception in the industry, he genuinely cares and is invested in what’s best for his clients. He is knowledgeable, diligent and supportive, always going above and beyond throughout the entire process to deliver the best outcome. I would highly recommend Angelo and re-engage him again in the future.
Elissa G
Angelo recently assisted me in refinancing my properties. He was quick and prompt with responding to all my queries and made the process easy to understand and navigate. His guidance was exceptional. Highly recommend Situate Finance to anyone looking for a long term finance broker.
Darryl R
I can’t recommend Angelo and the Situate Finance team highly enough. Angelo’s attention to detail, knowledge and professionalism made what could have been a very challenging process incredibly straight forward. He listened to our needs and sourced a solution that was brilliantly tailored to our circumstances. Thanks again Ange.
Craig C
My husband and I reached out to Angelo to refinance our investment property and to reorganise our business finances, Angelo was very patient with all the questions we kept asking. He got us a great rate and kept us informed all through the process. Nothing seemed to faze him. Will use Situate finance again when needed. Thanks Angelo.
Sofia L
Angelo and his team advised us every step of the way in our recent bank loan and refinance of existing loans. Angelo and his team were prompt with responses and proactive, giving us advise and guided us through the lengthy application process. We would recommend Angelo and his team without hesitation.
Jo M
Angelo & Co. are the absolute best team for first home buyers. My partner & I had no idea where to start or what this journey would entail, but Angelo guided us from the start. He would always pick up the calls or answer the texts / emails. We rushed him to settle within 10 days of title, and he made all the calls and organised all the paperwork to make that happen for us. No lie - we would trust him with our lives.
Bree G
Angelo and the team at Situate Finance are the best team I’ve ever met. Being a business owner Angelo and the team navigated the complex lending landscape to find the best rate and LVR for our purchase. Simply put, we wouldn’t have bought our dream home if it wasn’t for Angelo and the team. Extremely efficient and adaptable, could not recommend more highly.
Daniel T
After going through two previous brokers who told us “good luck” getting our pre-approval in the short time frame we had, we finally came across Angelo who made it happen even quicker than what we had expected. He gave us confidence and assurance that we were in good hands and worked tirelessly over multiple days to organise it for us, as well as contacting us with an update at various points. As first home buyers, he made sure we understood every part of the process, including areas which were not his speciality but that’s why his service is so valuable. Even after settlement he was available to answer any questions and assist to his best ability. Would highly recommend Angelo and Situate Finance. His assistance was invaluable!
Mia R
Trevor is very thorough and patient with novices like me! Genuinely appreciate the care he puts into this process to make it as simple and stress free as possible.
Amy C
Trevor was incredibly patient and supportive throughout the whole process. We were looking for quite a long time and had to stop a few times when things got busy and Trevor was always kind and thoughtful. He provided excellent advice and negotiated well on my behalf around rates and other considerations. I would highly recommend him!
Peter H
Trevor is a wonderful mortgage broker. He handled my loan consolidation process so smoothly and quickly. It was a stress free experience and he replied to my emails so promptly. I highly recommend Trevor. He did a fantastic job.
Jessica M
Angelo recently assisted me in refinancing my properties. He was quick and prompt with responding to all my queries and made the process easy to understand and navigate. His guidance was exceptional. Highly recommend Situate Finance to anyone looking for a long term finance broker.
Darryl R
Was an absolute pleasure working with Trevor. He was extremely knowledgeable and prioritise his client first. I was nervous buying my first home off plan with such a long lead time to settlement but he helped me navigate the complexity of it all and it was a very reassurance experience. He always went above and beyond the say the least! Highly recommend and will definitely work with Trevor again!
Preeya
Being a First home buyer is stressful enough, but working with Trevor in your corner has been such a positive experience. The amount of times I've asked the same questions, he would always answer them with such professionalism, patience and care. I learnt a lot with him. He made everything so smooth and simple!! The best part about Trevor was that he kept me informed at every step of the way, consistent with his communication - which I truly appreciate. Very professional and very personable :) I feel sad that the process is almost ending, but I would 100% recommend Trevor / his team to anyone that's looking for a property!
Tina L
I cannot speak highly enough of Trevor at Situate Finance. Initially, I sought his services with the intention of buying my own property, but later changed my focus to an investment property. Trevor adeptly adjusted his approach, providing insightful guidance and sharing his personal experiences that resonated with me. He navigated me through the entire process, offering detailed information and valuable advice when needed. Looking forward to working further in the future.
Deon M
Trevor was very helpful with the entire home loan process. He was very thorough with explaining and educating us as first-home buyers. Would definitely recommend Trevor and the team at Situate Finance!
Jaclyn
Got referred to Trevor from situate by a friend, and can say with confidence I think I have found the right broker! He made the effort to come see us at home on over the weekend, and had answered all the questions we had for him. Brought all documents with him as well, making the process smooth quick and smooth! Made it easier to switch banks, finding the best rates for us. Trevor is a professional, and definitely will be recommended him to family and friends!
Mike L
After going through two previous brokers who told us “good luck” getting our pre-approval in the short time frame we had, we finally came across Angelo who made it happen even quicker than what we had expected. He gave us confidence and assurance that we were in good hands and worked tirelessly over multiple days to organise it for us, as well as contacting us with an update at various points. As first home buyers, he made sure we understood every part of the process, including areas which were not his speciality but that’s why his service is so valuable. Even after settlement he was available to answer any questions and assist to his best ability. Would highly recommend Angelo and Situate Finance. His assistance was invaluable!
Mia R
I could not recommend the team at Situate Finance enough. Trevor was incredibly helpful every step of the way. He was always available to answer any questions we had and made the whole experience very easy for us. Trevor always took time to explain things to us so we understood each part of the process. Highly recommend reaching out to Trevor and the Situate Finance team!
Quamrul A
From our first meeting with Trevor we instantly knew that he was switched on. The explanation by Trevor of the process was first class. The whole process was made straight forward and was explained so well by Trevor. I sincerely recommend Situate Finance for anyone needing to refinance or apply for a loan. Thanks Trevor
George T
What we can do for you
Residential Property
Tailored loans for owner-occupiers (first home buyers and next home buyers) and property investors
Residential Property
Residential Property
Tailored loans for owner-occupiers (first home buyers and next home buyers) and property investors
Commercial Property
Bespoke funding for developments, retail, office, industrial and specialised properties
Commercial Property
Commercial Property
Bespoke funding for developments, retail, office, industrial and specialised properties
Business
Strategic lending for business acquisitions, expansions and working capital requirements
Business
Business
Strategic lending for business acquisitions, expansions and working capital requirements
Refinancing & Restructuring
Smart restructuring to improve cash flow, reduce costs and enhance financial flexibility
Refinancing & Restructuring
Refinancing & Restructuring
Smart restructuring to improve cash flow, reduce costs and enhance financial flexibility
Asset & Vehicle Finance
Flexible funding for personal and business vehicles, plant, and equipment to drive efficiency and growth
Asset & Vehicle Finance
Asset & Vehicle Finance
Flexible funding for personal and business vehicles, plant, and equipment to drive efficiency and growth