Our core strength is that firstly, we understand property intimately, and secondly, our daily participation in finance markets allows us to arrange and structure the optimum financial solution for our or your clients.

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About Us

Charter Finance’s staff have backgrounds in banking, finance, law and real estate.

We are in the lending markets daily. It’s all we do and we’re excellent at it. Our relationships and knowledge in sourcing of funds is highly regarded. Our cost to the client for residential loans is usually carried by the lender and we still on a whole secure better rates for borrowers than if they went direct to the lenders due to our knowledge of who is offering the best rates and how far each lender can be pushed. With regards to commercial property loans, our cost is negotiated on a deal by deal basis.

With Charter Finance Institute, you can be assured of:

  • The expertise of finance professionals from complimentary fields.
  • The acumen of experienced mortgage brokers and loan facilitators.
  • Exhaustive research of the available options.
  • Innovative search tools and financial software to identify the right loan.
  • A loan that serves your interests.

It is these principles that ensure that Charter Finance Institute structures your loan the way it should be – not just the way the lenders want it to be. on your terms

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Our Mission

The principals of Charter Finance have arranged over $1 billion in property finance for clients over the past 6 years, either directly to our clients our through our holding company, AnnexGroup, which builds finance businesses for the accounting and real estate industries.

What drives us:

  • Our core focus is ensuring that you, your client’s or your staff’s debt arrangements are extremely competitive & above all, individually appropriate;
  • Our aim is to deliver service of the highest standard providing focused & strategic advice & practical solutions;
  • We have no conflict of interest. Our sole focus is to ensure every client through any of our businesses, secures the best returns by becoming members of our Charter Scheme. This ensures long term dedication from our staff to assist in reducing their debt and growing their property wealth.

At Charter Finance Institute our experience and expertise is supported firstly by our exhaustive efforts to maintain close relationships with all of our lenders monitoring every product that they offer. This is a priority for us as without this, we cannot fulfil our commitment to you, to provide you with the best product at the most competitive price.

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