With over 20 years in finance, I specialise in making complex lending simple — designing tailored solutions across residential, commercial and business lending.
My clients value:
• Strategic debt structuring
• Equity and portfolio growth planning
• Commercial and business finance expertise
• A relationship-driven, private banking-style experience
Behind every approval is careful structuring, lender negotiation and risk management — ensuring growth is sustainable and aligned with long-term goals.
Many of the clients I work with have grown from a single property to substantial portfolios through disciplined strategy and responsible leverage.
If you’re looking for structured advice rather than just a transaction, let’s connect.
Get in contact with Simon Pak Poy today, and begin the process of achieving your goals!
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22 Reviews
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Michelle McPherson
Above and beyond in every way! The best service we've ever experienced. We cannot recommend Simon Pak Poy highly enough. We were genuinely blown away by the level of service he provided from start to finish. From day one, Simon worked tirelessly and often night and day. He always responded quickly, even at very short notice. No question was ever too much trouble. He consistently communicated in a clear, structured, and to‑the‑point way, keeping us informed at every step while remaining endlessly patient, kind, and thoughtful. What truly set Simon apart was his ability to take what is normally an emotionally exhausting and stressful property purchase process and completely remove the anxiety from it. He anticipated issues before they arose, calmly guided us through every decision, and went well above and beyond what I have ever experienced with any financial or property professional. I’ve never encountered service of this calibre before. Simon didn’t just manage the process he supported us through it, which made all the difference. Thanks to him, what could have been an overwhelming experience felt controlled, transparent, and genuinely achievable. If you are looking for someone you can completely trust and someone who is highly competent, responsive, and truly cares, Simon is exceptional. We would recommend him without hesitation. Thanks, Michelle McPherson and Lachlan McDonald
Chris Whiting
Couldn’t recommend Simon more highly. He is super knowledgeable, really insightful, and helped us restructure all of our property loans. The end result was amazing, far better than we expected, and it has put us in a much stronger financial position. We really appreciated Simon's professionalism, expertise, and the way this team made what could have been a complicated process feel straightforward and manageable.
Phyline M
Simon & his team were highly experienced in Self Managed Super Funds. Professional, and committed from start to finish. Thank you again!
David Jones
Experienced and professional team. Simon has helped us to remortgage twice over the last five years and both times we felt informed about what was happening. His team are professional and friendly and were able to answer our questions …
Jason Arruzza
Top notch service, knowledgeability and tech. Simon is a knowledgeable and proactive agent who added a lot of value to our mortgage procurement. Professional and generous with his market expertise, we will be looking to Simon for our next mortgage as well.
Sacha Trube
Amazing team of professionals. Simon and his team were amazing. Using the latest technology, his team were able to collect all the data they needed to find me a much better deal and then support me through the process of …
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Areas Serviced
Specialties
SMSF lending
Loan Refinancing
Commercial Lending
Property Investors