About Wealthfin

Partners in your journey to build wealth through finance.

Our Story

Established in 2011, Wealthfin is celebrating 15 years of helping clients navigate property finance with clarity and confidence.

Wealthfin was built on a simple belief, that finance, when structured thoughtfully, becomes a tool for building long term security and opportunity. It is this philosophy that underpins our approach to Wealth Through Finance.

Securing a competitive rate matters, but understanding how your lending is structured matters just as much. Finance decisions do not exist in isolation. Markets change, lending policies shift and life evolves. Your loan needs to be structured with that in mind.

Wealthfin remains deliberately personal. Clients deal directly with experienced professionals who approach each decision with careful consideration of the numbers, the risks and the long term impact involved.

We assist investors, first home buyers and refinancers alike, always focused on careful and considered loan structuring from the outset.

From the earliest discussions about whether and how to buy, through to settlement and beyond, we stay involved. We review your lending over time and work alongside your chosen professionals, helping ensure your finance continues to support your goals as circumstances change.

20+

Years Experience

30+

Reputable Lenders

$500M+

Loans Settled

Meet the Team

Your dedicated mortgage and finance specialists

Andrew Monk - Senior Mortgage Broker

Andrew Monk

Managing Director

Andrew has been a mortgage broker since 2005. Over that time he has written over half a billion dollars in lending for both investors and owner occupiers.

He works directly with every client and remains accessible outside traditional banking hours, evenings and weekends included, because finance decisions rarely fit neatly into business hours.

Across more than two decades in the industry, Andrew has guided clients through multiple lending cycles, including the Global Financial Crisis and the uncertainty surrounding COVID. That experience provides perspective, and perspective helps clients make decisions that stand the test of time.

Over the course of his career, Andrew has been recognised as an MPA Top 25 Mortgage Broker in Australia for two consecutive years and was nominated as a finalist in the Australian Mortgage Awards Young Broker of the Year.

His philosophy is simple, thoughtful finance decisions build options, and options build freedom.

Anthony Barnes - Administration Assistant

Anthony Barnes

Administration & Processing

Anthony is Wealthfin's office based support and is available Monday to Friday, 9am to 5pm, to assist clients throughout the loan process.

Working closely with Andrew, Anthony helps collate documentation, prepares applications for submission and manages communication with lenders to ensure files are complete and ready to lodge. He plays a key role in keeping applications organised and progressing smoothly from submission through to settlement.

Clients often work with Anthony during the document collection and preparation stage, where his attention to detail and clear communication help simplify what can otherwise feel like a complex process.

Our Values

What guides everything we do

Trust & Transparency

We're upfront about everything—rates, fees, and what you can realistically achieve.

Client First

Your goals drive our recommendations. We succeed when you succeed.

Education

We help you understand your options so you can make informed decisions.

Ready to Work Together?

Let's discuss how we can help you achieve your property goals.