Excellence. Integrity. Commitment.

Optimus Finance brings a wealth of knowledge and understanding to the lending industry. We use our personalised banking experience to ensure that securing finance is an effortless and straightforward process. We simplify the process for you, making sure you achieve your goals for success!

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About Us

Optimus Finance is your exclusive destination for all financial solutions. We understand that your financial needs are as unique as you and your business. Our commitment is to revolutionise the delivery of financial services by offering a comprehensive range of solutions that are tailored and adaptable to your specific requirements.

With over 40 panel lenders in our network, we have access to a vast array of financial solutions that will be right for you. Whether you are wanting to buy your first home, looking to invest in property, or managing a complex financial transaction, Optimus Finance will be able to assist you and provide you with the answer you are looking for.

About Us

Optimus Finance is your exclusive destination for all financial solutions. We understand that your financial needs are as unique as you and your business. Our commitment is to revolutionise the delivery of financial services by offering a comprehensive range of solutions that are tailored and adaptable to your specific requirements.

With over 30 panel lenders in our network, we have access to a vast array of financial solutions that will be right for you. Whether you are wanting to buy your first home, looking to invest in property, or managing a complex financial transaction, Optimus Finance will be able to assist you and provide you with the answer you are looking for.

About the Founder and Director

I am Davy Tran, the Founder and Director of Optimus Finance. I hold over 20 years of experience in the banking and finance industry, and know how difficult and frustrating the process can be. I have decided to start Optimus Finance to give the power back to my clients by letting them make sound decisions with the right support behind them.
At Optimus Finance, my goal is to take the stress out of any financial decisions you make, and give you the confidence to make the right one. If you are buying a home, growing a business, or going through the lending process, my team and I aim to provide solutions that simplify the process for you.

About the Founder and Director

I am Davy Tran, the Founder and Director of Optimus Finance. I hold over 20 years of experience in the banking and finance industry, and know how difficult and frustrating the process can be. I have decided to start Optimus Finance to give the power back to my clients by letting them make sound decisions with the right support behind them.

At Optimus Finance, my goal is to take the stress out of any financial decisions you make, and give you the confidence to make the right one. If you are buying a home, growing a business, or going through the lending process, my team and I aim to provide solutions that simplify the process for you.

Our Mission

Our mission at Optimus Finance is to empower our clients in their financial decision making. Whether you are an individual or a business, we guide you with tailored solutions and collaborate with our extensive network to help you achieve your financial goals with confidence and ease.

Our Vision

Our vision at Optimus Finance is to be the leading financial service provider, known for our personable service. We act with integrity and excellence, and strive for long-standing relationships with all of our clients, being able to help them in their financial success. By building strong relationships and expanding our network, we aim to be the best in the industry.

Our Services

We provide you a full spectrum of finance broking services that are tailored to meet your financial goals. We know how tricky it can be to navigate this journey, therefore we will be with you from the beginning to the end. Whether you’re looking to purchase a property, refinance, purchase a vehicle, invest in shares, or embark on any other financial venture, our expert team is here to guide you every step of the way. With our expertise, we will simplify the entire process for you, ensuring you secure the best financial solutions that meet your future finance goals!

Home and Investment Loans

Construction and Development Loans

Motor Vehicle and Equipment Finance

Business and Commercial Finance

Self-Managed Super Fund Loans

Private Funding

Our Process

We have developed an easy and clear process that will keep you fully informed and supported at each stage of this journey. By breaking down the complexities of the mortgage process, we will explain everything to you, and keep it all transparent. We take the mystery out of mortgages, so you can focus on reaching your financial goals with confidence, knowing we’re here to support and celebrate your progress from start to finish.


Step 1

Let’s Meet

We start with an introductory meeting to understand your financial goals and what matters most to you. During this session, we’ll explore your goals and priorities, laying the groundwork for the journey ahead that suits you and us. Our team will walk you through the entire process, offering personalised insights and ensuring you’re clear on the steps we’ll take together.


Step 2

Choosing the Right Loan

Tap into our extensive knowledge and access to a wide range of lenders to find the perfect loan for you. We simplify the loan comparison process, helping you navigate through the best available options and ensuring the most suitable choice for you. Our approach ensures that we consider all aspects of your financial situation and goals to recommend the loan that best aligns with your needs and preferences.


Step 3

Application Support

We help streamline the entire loan application process. Our team will help you compile all necessary documentation, and ensure your application is complete. With our support, you will gain a good understanding of the paperwork and why each document is required, bringing you one step closer to your finance goals.


Step 4

Dealing with Lenders

We take the reins once your application is ready, submitting it to your chosen lender and serving as your representative throughout the evaluation process. Our team will manage all lender inquiries, and monitor your application’s status, providing you with regular updates. We will do all the hard work for you, letting you relax knowing that your application is in capable hands.


Step 5

Get Ready for Settlement

Once your application has been approved, our team will synchronise with all parties involved from real estate agents, conveyancers, and lenders to ensure a smooth, stress-free settlement process. We will also provide you with regular updates and guidance throughout this period to ensure you’re fully informed and prepared every step of the way.


Step 6

Ongoing Support

We believe that finalising your mortgage is just the beginning of our journey together. Our commitment to you extends beyond your settlement day, and will be here to help you with any of your financial needs, especially as they may change. Embark on a financial future with confidence knowing that you have a dedicated partner throughout your financial journey.

Who We Help

At Optimus Finance, we believe that every client is unique. We are well equipped to assist a wide range of client profiles, each with different aspirations and challenges. We pride ourselves in creating bespoke mortgage solutions that align with your circumstances and goals. Whether you are a first-time homebuyer, a growing family, property investor, business owner or refinancer, we have you covered. No matter where you are in your financial journey, we are here to guide you.

Are you too busy to deal with this process, and find it overwhelming? We absolutely understand, and are here to take over the nitty and gritty processes allowing you to focus on what is more important to you. Our team will do the market research, providing you with suitable loan options. We will adapt to your schedule offering consultations inside and outside of business hours, and provide you with all the information to help you make a confident decision at your own pace.
Our team has seen it all, and are able to navigate all complex financial structures and assets. From complex trusts to international entities, we are able to handle anything you throw our way. With established relationships at major private banks across Australia, we can seek discreet and personalised lending solutions for you, and provide expert guidance on sophisticated financial strategies.
If you are navigating the property market for the first time, it can be extremely daunting and overwhelming. We make the process easy for you, and help you stay as much or as little involved as you would like to be. If you are looking for education on the mortgage process, or seeking guidance on government grants and first-home buyer schemes, we can help with it all. We will make sure that buying your first home is still an exciting and enjoyable process.
If you are looking to build your wealth through strategic property investments, optimise your tax benefits and rental yields, or just looking to diversify your property portfolio, our experts can help you enhance your financial future. We use current industry knowledge to guide you, and help you make the right decisions.
As your family grows, so will your home. We will help you find the perfect space that evolves with your needs. Whether you are upsizing to accommodate your expanding family, balancing mortgage commitments with family expenses, or planning for future goals, we will provide practical solutions that are fulfilling.
Embarking on a new chapter in retirement is an exciting time, and we want to help with this, whether you are exploring mortgage options, downsizing and reinvesting, or estate planning. We provide straightforward and practical advice to provide you with a peace of mind for the years to come.
As business owners ourselves, we know how important it is to delegate in trusted experts. Our team is here to help you focus on your priorities, whilst we take care of all of the complexities ourselves. We are here to help you navigate anything from complex income structures for lending approval, to securing commercial mortgages, and leveraging property assets for business growth. Our expert lending team can assist you with all of your financial needs.

Optimus Finance provides expertise if you are purchasing a commercial property, closing a business merger or acquisition, or securing a residential facility, we have the knowledge, and connections to help you. Working with a diverse range of industries, we act as your trusted advisor and give you the financial solutions you seek.

Contact Us

Whether you have any questions, suggestions or feedback, we encourage you to leave a message. We look forward to working closely with you to provide an outstanding service experience.
Contact us at Optimus Finance for a confidential discussion.
  • info@optimusfinance.com.au
  • 0481 567 200
This merger will see the potential growth of our business

Excellence. Integrity. Commitment.

Optimus Finance Pty Ltd ABN 17 677 244 941 is a Credit Representative Number 560730 authorised under Australian Credit Licence Number 384704.

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info@optimusfinance.com.au

0481 567 200

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