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About us

We provide practical, individualised mortgage support and clear lender communication so you feel confident at every stage.

Here to help you find the right finance solutions

At Collective Financial Solutions, our team is passionate about helping individuals and businesses find the right finance for purchasing residential and commercial property, investing, development, business assets and more. Based in Williamstown, Victoria, we bring together lending and property experience to help clients make informed finance decisions with greater clarity.

Helping You Build a Stronger Financial Future

LISA & SAM
Mortgage Brokers

Phone:
Lisa: 0418 174 003
Sam: 0437 987 417
Email:
Lisa: lisa@collectivefs.com.au
Sam: sam@collectivefs.com.au

Lisa and Sam share a genuine passion for helping people build the best financial future possible. With extensive experience across real estate sales, property management and business development, becoming mortgage brokers was a natural next step in their careers.

By combining their property experience with comprehensive lending knowledge, Lisa and Sam help clients navigate their finance options with clarity and confidence. Whether you are buying your first home, purchasing your next property, refinancing or investing, they take the time to understand your goals and identify lending solutions suited to your circumstances.

Their attention to detail, warm personalities and client-first approach help make the finance process feel straightforward and well managed. From the initial conversation through to settlement and beyond, Lisa and Sam remain focused on delivering a positive experience and achieving the best possible outcome for every client.

Outside of work, Lisa and Sam are proud parents to three beautiful boys and enjoy making the most of family time together. Lisa also has firsthand experience in property development, giving her valuable insight into the opportunities and challenges involved in property-related finance.

Applying for finance does not need to feel exhausting or overwhelming. With Lisa and Sam by your side, you can expect professional guidance, clear communication and support at every stage.

Ready to explore your finance options? Contact Lisa and Sam today to book a complimentary finance consultation and take the next step towards your property and financial goals.

Book an appointment with Lisa & Sam

What can we help you with?

We offer comprehensive support for all your home loan and finance needs across a range of services. No matter who you are, our experienced team is committed to finding the right options tailored to your unique situation.

Common questions and answers

In addition to offering competitive rates, we pride ourselves on being available to help with whatever questions you have throughout the life of your loan. We don’t discriminate against first-time buyers or experienced investors – no matter who you are, we’re committed to being there when you need.

  • What does a broker do?

  • Do you charge fees for home or investment loans?

  • Is it more expensive to use a broker?

  • How much can I borrow?

  • Should I go for a fixed or variable rate?

  • Which lenders do you work with?

Mortgage broker services across Melbourne

Although we service clients Australia wide, we offer specialised support in areas across Melbourne with lender access, home loan help and finance options tailored to our local community.