Respect
Every client gets the same time and care, whether the loan is $200k or $5m.
A boutique mortgage and finance brokerage with offices in Putney and Miranda, serving Sydney since 2021. 30+ lenders on panel, no runaround.
We started Web Wealth Management in 2021 after a decade on the lender side: first at one of the majors, then as an independent Financial Adviser. Twenty-five years watching families get shuffled through call centres and walked out of branches with products that didn't fit their situation, and there had to be a better way.
Today we're a boutique operation: Richard, business partner Nicole, and a small network of trusted accountants, conveyancers and buyers agents we work with every week. We cover the full spectrum: first home buyers, refinancers, investors, self-employed, SMSF, bridging, and commercial. What we don't do is pretend we're specialists in everything.
For truly unusual situations (property development over $5m, aviation or marine finance, personal loans under $20k), we'll tell you honestly and often refer you to someone better placed.
On the personal side: Richard grew up overseas and migrated to Australia in 2000. He works out of the Putney office during the week and Miranda on alternating days. He enjoys touring Australia on his motorcycle, is a self-described mediocre musician, and makes a decent flat white at the office if you book in for a morning meeting.
1. Most people don't need fancy. They need honest.
Our job isn't to sell you on the cleverest structure we can dream up. It's to understand what you're trying to do and find the simplest loan that gets you there.
2. The rate is just one number.
Fee structure, offset mechanics, redraw rules, portability, break costs: they all matter. A 0.1% cheaper loan with a painful offset can cost you more than a 0.1% pricier loan that works with your cashflow.
3. Your broker should still be there in 5 years.
We diarise every client for an annual rate review. If the market moves and we can get you a better deal, we'll say so, even if it means refinancing away from a lender we placed you with.
Every client gets the same time and care, whether the loan is $200k or $5m.
Most of our files become long-term family files: home, refinance, investment, then the kids. We play the long game.
Our role is to help you grow, in equity, in portfolio, in confidence. Not to sell the loan with the best commission for us.
Boutique doesn't mean slow. We run a tight process so deals settle on time without you having to chase us.
Once a file is moving, it keeps moving. We don't disappear between application and settlement.
Call us directly, or send a quick note and we’ll come back to you within one business day. No obligation, no sales pitch, just a proper look at your options.
0473 113 128Mon-Fri, 8am-6pm