Innovative solutions for your clients

About Finance House Group

Finance House Group is an award-winning Australian finance brokerage, here to serve the financial needs of Australians at every stage of life. We’ve helped thousands of people to achieve their financial goals.

We partner with Accounting and Bookkeeping practices throughout Australia, helping them to establish their own in-house finance division, and providing their clients with access to our innovative finance solutions and exceptional customer service.

Our mission is to guide and support you and your clients and help them to achieve their long term financial goals, whatever they may be. Whether they’re looking for the right finance solutions to help grow their business, or if they’re looking to create the lifestyle they’ve always dreamed of, we can help.

Our dedicated team works hard to help business owners, investors, first home buyers, and families secure the right loan at the right price without the normal hassle of dealing with traditional lending institutions.

We’re here to offer an alternative to the major banks. Our finance options offer greater flexibility than the banks and our application process is quick and simple.

Why Accountants and Bookkeepers Choose to Partner with Finance House Group

Add value for your clients.

In a highly competitive market, you need to offer your clients something different and be continually adding value for them. We know that nearly 40% of accounting practices are looking to add additional services to their offering in the next 12 months – we can help you do this.

Being in such a unique position to understand your client’s financial situation, as their accountant you are perfectly positioned to offer them a solution to another of their financial needs. Increase the scope of your full-service offering and add value for your clients with a finance brokerage service.

Create a new revenue stream.

Australian Accounting firms have ambitious growth targets. A new revenue stream is key in achieving double-digit revenue growth for your practice. Finance House Group pays generous upfront and trail payments. By simply identifying the opportunity for your clients to save money and introducing them to your in-house broker, your firm can generate an ongoing revenue stream from each loan that is arranged.

Grow your core business.

By diversifying your business and offering an additional service, you will create new opportunities with your clients and grow your core business. Our experience has shown time and time again, that in helping your clients to secure finance, they will come to you for additional advice and services. Give your clients more reasons to come to you with their business and maximise the client relationship.

Interested in learning more about establishing an in-house finance division for your practice?

Our leadership team

Our award-winning team of highly dedicated professionals brings years of experience and passion for this business.

Kathal Spence

Founder

Kathal is the founder and Executive Chairman of FHG. Kathal is a qualified Chartered Accountant with more than 30 years experience, 21 of these as a principal of his own firm. Kathal holds a Bachelor of Business (Accounting and Law) and a Post Graduate Diploma (Technological Entrepreneurship) from Curtin University and a Diploma in Finance Broking. Kathal has been actively involved in the finance broking industry since 1999. Kathal was Chairman, founder and major shareholder of two sub aggregation businesses. The most recent of these had 70 brokers and a loan book of almost $3 billion when it was sold.

Lee Davidson

General Manager

Lee is Australia’s leading expert in inserting a Financial Services division into Accounting Firms having helped over 300 Firms create, manage and develop a profitable finance broking business utilising the FHG model.

Lee is responsible for the recruiting and ongoing development of our brokers, relationships with lenders, as well as the establishment and management of the finance offering for our Accountancy Partners. Before working at FHG, Lee was previously State Manager for BT Financial Group in WA/SA and NT, and Regional General Manager in Westpac’s Retail and Business Bank. Lee has a Bachelor of Arts from the University of Bedfordshire, Certificate IV in Financial Services, and Insurance Broking Certificate from the Chartered Insurance Institute and is a Fellow of the Leadership Development Signature Program at Leadership WA.

Geoff Partridge

Regional Manager, WA

Geoff has now been working at FHG for over 3 years and helps many of our WA based Accountants with business loans for their clients. Geoff has a passion for small business and helping business owners with new equipment finance applications to help their business grow. Prior to Broking, Geoff worked for over 15 years at Bankwest and Westpac in Retail and Business Banking. He holds a Diploma in Finance & Mortgage Broking.

Lachlan Spence

Relationship Executive SA/NT/QLD

Lachlan has been involved with FHG for over 5 years in a variety of capacities including Marketing Director and Relationship Executive. It’s in his current role helping accountants across Australia with complex commercial enquires and client structures where he excels. He also oversees our Centre of Excellence, which is where all referrals received by our team from our accounting partners are triaged with the wider team to discuss and agree the best possible
outcome/strategy for our client which is relayed back to our accountants prior to loan submission. This Centre of Excellence is a key factor of our success in writing complex transactions as well as delivering speedy client outcomes.

Conor Spence

Client Services Manager NSW, VIC, QLD, and ACT

Based on the Eastern Sea Board, Conor plays an important strategic role at FHG in helping us maintain and deepen relationships with lenders headquartered in NSW, VIC, and QLD. As well as those relationships, Conor manages some strategic accounting group relationships in Sydney. He has a passion for client service and management gained as a Practice Manager within an accounting firm.

Deval Upadhyay

Relationship Executive VIC/TAS

Deval has been working at FHG for over 12 months and looks after our accounting and bookkeeping partners’ in Victoria and Tasmania. Deval started her career in banking in India, where she worked in a Private Bank helping high net worth clients with their banking needs. After moving to Australia with her family, Deval turned to broking due to being able to offer advice across a panel of lenders rather than one bank policy, a critical point for our accountants who
refer to us due to being Independent. She holds her Diploma in Finance and Mortgage Broking and has a passion for helping accountants and their clients.

The banks’ great products. Our great service.

What Our Clients Say

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Ready to talk?

If you are looking for finance, or if you want finance solutions for your clients, then speak to us today. Contact us for an obligation-free chat about your individual situation and needs.