About Us
Initiate Finance Partners, where financial expertise meets a decade-long legacy of excellence.
As seasoned professionals in the finance industry, we pride ourselves on delivering comprehensive solutions across varying types of finance. With a wealth of experience backing our team, we are dedicated to navigating the intricate landscape of finance, ensuring our clients receive quality guidance and support for their diverse financial needs. At Initiate Finance Partners, we are more than financial experts; we are your trusted partners in securing the right finance for your needs.
We strive for excellence in all that we do and look forward to helping you reach your finance goals. We believe that loan products should be easy to understand, easy to access and allow you peace of mind..
We will guide you through your entire loan application or re-finance process and provide you with the assistance and advice you need into the future.
You can feel confident that you are in safe hands and we will find the loan that’s right for you.
journey.
We work closely with you and your service providers (real estate agent, conveyancer and lender) ensuring you obtain the finance that best suits your circumstances and needs.
together.
Josie Ma
Mortgage Broker / Managing Partner
Josie brings over 17 years of banking expertise across Retail, Commercial, and Corporate sectors in Australia and New Zealand.
Her passion lies in building strong relationships with clients, guiding them through the intricate world of finance. Fluent in multiple languages, Josie ensures a seamless financing experience for all. Whether you’re a business owner, an investor, or simply someone seeking financial clarity, Josie is here to guide you on your way.
Nicole Jose
Mortgage Broker / Managing Partner
Nicole, a seasoned financial expert, brings 8 years of banking experience across Retail, Commercial, and Institutional Lending in both Australia and the UK. Nicole also boasts over 9 years as a Public Practice Accountant, specializing in Business and Tax advisory and meticulous audit processes. She’s also your go-to guru for SMSF Lending. Whether you’re a first-time homebuyer or a seasoned investor, Nicole is here to simplify the process and make your financial goals a reality.