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Lending for CA's, CPA's and accountants

Lending for CA's, CPA's and accountants

Lending for CA's, CPA's and accountants

If there is one thing we know as well as home loans, it is accountants. Our team spans both finance and accounting, giving us a genuine understanding of how you earn, how you structure your finances, and how to use that to your advantage when buying property.

If there is one thing we know as well as home loans, it is accountants. Our team spans both finance and accounting, giving us a genuine understanding of how you earn, how you structure your finances, and how to use that to your advantage when buying property.

Elephant Advisory Home Loans For Accountants services
Elephant Advisory Home Loans For Accountants services

Our Values

Scaling businesses with values that actually mean something

Scaling businesses with values that actually mean something

As a firm with accounting in our DNA, we understand accounting professionals better than any other mortgage brokerage.

Mutual Understanding

We are accountants ourselves. We understand how you structure your income, your deductions, and your finances, which means we know how to present your application to a lender in the strongest possible way.

Mutual Understanding

We are accountants ourselves. We understand how you structure your income, your deductions, and your finances, which means we know how to present your application to a lender in the strongest possible way.

Expertise

With accounting and finance under one roof, we bring a level of combined expertise to your home loan that a standard mortgage broker simply cannot match.

Expertise

With accounting and finance under one roof, we bring a level of combined expertise to your home loan that a standard mortgage broker simply cannot match.

Results

We measure success by the rate you get, the structure we put in place, and whether your loan is still working for you years from now.

Results

We measure success by the rate you get, the structure we put in place, and whether your loan is still working for you years from now.

Integrity

We act in your best interest, not the bank's. That means recommending the right loan for your situation, not the easiest one to place.

Integrity

We act in your best interest, not the bank's. That means recommending the right loan for your situation, not the easiest one to place.

Tailored Advice

Plans are only as good as what you do with them. We make sure strategies turn into action, so you see real results, not just pretty presentations.

Tailored Advice

Plans are only as good as what you do with them. We make sure strategies turn into action, so you see real results, not just pretty presentations.

Our Values

Scaling businesses with values that actually mean something

As a firm with accounting in our DNA, we understand accounting professionals better than any other mortgage brokerage.

Mutual Understanding

We are accountants ourselves. We understand how you structure your income, your deductions, and your finances, which means we know how to present your application to a lender in the strongest possible way.

Expertise

With accounting and finance under one roof, we bring a level of combined expertise to your home loan that a standard mortgage broker simply cannot match.

Results

We measure success by the rate you get, the structure we put in place, and whether your loan is still working for you years from now.

Integrity

We act in your best interest, not the bank's. That means recommending the right loan for your situation, not the easiest one to place.

Tailored Advice

Plans are only as good as what you do with them. We make sure strategies turn into action, so you see real results, not just pretty presentations.

With over 60+ lenders on our panel, some you've never heard of.

As a mortgage broker, we are governed by our 'Best Interest Duty', which ensures that we are looking out for you, your needs and goals versus a banks bottom line.

TOP LENDERS WE WORK WITH

Our Services

Your career is an advantage. We make sure you use it.

The finance services accounting professionals rely on to maximise their borrowing power and secure the right home loan.

Home Loan Pre-Approval

We secure a fully assessed pre-approval tailored to your income structure and career so you can bid at auction or make offers knowing your finance is genuinely sorted.

LMI Waiver for Professionals

As a qualified accountant, you may be eligible to borrow above 80% without paying LMI. We check your eligibility and use your professional status to your advantage.

Business Solutions

As a qualified accountant, you may be eligible to borrow above 80% without paying LMI. We check your eligibility and use your professional status to your advantage.

Home Loans

We compare home loan products across 30+ lenders to find the right rate and structure for your specific financial situation, whether you are buying your first home, upgrading, or investing.

Refinancing

We review your current loan regularly and find better deals when they are available. As an accountant, you understand the value of a lower rate. We make sure you are always on one.

Construction & Land Packages

Building or buying a house and land package? We are specialists in both and manage the full finance process so you can focus on your career while the build progresses.

Property Wealth Planning

Your income as an accountant puts you in a strong position to build a property portfolio. We create a tailored property wealth plan that maps out exactly how to make the most of it.

Our Services

Your career is an advantage. We make sure you use it.

The finance services accounting professionals rely on to maximise their borrowing power and secure the right home loan.

Home Loan Pre-Approval

We secure a fully assessed pre-approval tailored to your income structure and career so you can bid at auction or make offers knowing your finance is genuinely sorted.

LMI Waiver for Professionals

As a qualified accountant, you may be eligible to borrow above 80% without paying LMI. We check your eligibility and use your professional status to your advantage.

Home Loans

We compare home loan products across 30+ lenders to find the right rate and structure for your specific financial situation, whether you are buying your first home, upgrading, or investing.

Refinancing

We review your current loan regularly and find better deals when they are available. As an accountant, you understand the value of a lower rate. We make sure you are always on one.

Construction & Land Packages

Building or buying a house and land package? We are specialists in both and manage the full finance process so you can focus on your career while the build progresses.

Property Wealth Planning

Your income as an accountant puts you in a strong position to build a property portfolio. We create a tailored property wealth plan that maps out exactly how to make the most of it.

Our Solution

If these problems sound familiar, you're not alone.

The home loan challenges most accounting professionals face and exactly how we fix them.

Without Elephant
  • Broker doesn't understand accounting income
  • Paying LMI you may not need to
  • Finance and accounting handled separately
  • Generic advice that misses your situation
  • No one reviewing your loan after settlement
With Elephant Advisory
  • We get how accountants earn and borrow
  • LMI waiver eligibility checked as standard
  • Tailored strategy built around your income and career
  • Regular reviews as your career and income grow
  • One team across both, working together for you

"At Elephant Advisory, we understand accountants better than anyone else in the market. That means your home loan is structured around how you actually earn and operate, not a generic template"

"At Elephant Advisory, we understand accountants better than anyone else in the market. That means your home loan is structured around how you actually earn and operate, not a generic template"

"At Elephant Advisory, we understand accountants better than anyone else in the market. That means your home loan is structured around how you actually earn and operate, not a generic template"

Our Peeps

Our Peeps

Our crew, is yours too.

It is easy to end up with a broker who does not understand your profession. We are not just finance specialists. We are an accounting and finance firm, which means we speak your language and know how to use it to your advantage.

Shehan Wijayasinghe
Shehan Wijayasinghe
Managing Director
Oz Karabadjak
Oz Karabadjak
Director of Accounting
Mia Burgess
Mia Burgess
Director of Digital
Marissa Moro
Marissa Moro
Director of Bookkeeping
Sam Draper
Sam Draper
Director of Accounting
Gavin Hepponstall
Gavin Hepponstall
Director of Finance
Georgia Upperton
Georgia Upperton
Operations Manager

FAQ

Let's clear a few things up.

No jargon, no runaround - just honest answers.

Can accountants avoid Lenders Mortgage Insurance?
Does being an accountant improve my borrowing capacity?
What if I have a complex income structure?
Which home loan is best for an accountant?
Can you help with property investment as well as a home loan?
Do I need a broker who specialises in accountant home loans?
Can accountants avoid Lenders Mortgage Insurance?
Does being an accountant improve my borrowing capacity?
What if I have a complex income structure?
Which home loan is best for an accountant?
Can you help with property investment as well as a home loan?
Do I need a broker who specialises in accountant home loans?
Can accountants avoid Lenders Mortgage Insurance?
Does being an accountant improve my borrowing capacity?
What if I have a complex income structure?
Which home loan is best for an accountant?
Can you help with property investment as well as a home loan?
Do I need a broker who specialises in accountant home loans?