Who we are

A Trusted Australian Partner Committed to Your Property Finance Success

Mature couple and financial advisor reviewing loan charts at modern office table
$1.2B+
Loans Settled
5,000+
Happy Clients
90%
Repeat clients or referrals
70+
Lender Partners
values

We Operate with Unwavering Honesty & Integrity

We offer a deeply personalised approach, providing objective, tailored mortgage advice, seamless loan management and access to a broad panel of Australian lenders, all designed to help clients reach their property goals and build lasting wealth.

Client-First

A steadfast commitment to acting in your best interest for your long-term financial wellbeing.

Integrated

Comprehensive loan solutions, personalised strategies and access to a wide network of specialist lenders.

Highly Personalized

A customised approach driven by proactive advice and strategic thinking around your circumstances.

Experienced

A dedicated team of accredited brokers supported by deep relationships with Australia’s leading lenders.

our history

Here's How We Got Started

1950

The Begining

Our story begins in 1950, when John Doe founded our third-generation financial planning firm.

2004

Acquisition

Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.

2014

Partnership

Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.

2024

Expansion

Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.

Why us

We Always Put Your Interests First

Driven by a relentless focus on your goals, we integrate our services to uncover, design and deliver the most impactful financing outcomes for you. Rather than applying a one-size-fits-all approach, we take a hands-on, collaborative stance — working closely with you to structure practical, end-to-end loan solutions tailored to your life.

“Our purpose is to help Australians dream bigger, move faster and build a stronger financial tomorrow.”

Ruchir Luthria
Managing partner

2024 Diversity, Equity, and Inclusion Report