Our Story – about us and how we are different from other brokers.
Whatever your goals are or the problem you are trying to solve, we will find a solution that works for you. Our staff are on our team as they want to be on yours. Genuinely working with you – we will be with you every step of the way, and after. We are proud to hold long-standing relationships with our clients. Why? It means you do not have to tell your story over and over again. We understand behind every business or financial decision there is a family, a long journey and a bright future. We take our role in your lives incredibly seriously.
Pivot Funding provides world class loan solutions and insurance expertise to institutions, SME’s and individuals – we help our clients build better futures for themselves and generations to come. As a private company we think generationally and help you make decisions for the long term. By building relationships we are helping our clients to save, plan and expand – it is the core of our business.
Our personal finance options are endless, whether it’s for a new home, refinancing an existing home, investment property or in fact any asset of value, we work hard and dedicate ourselves to finding suitable options and provide a choice of solutions for your financing needs.
At Pivot Funding we have access to a significant panel of funders for both business and personal needs. We avoid onerous, endless, and complex assessment procedures and assist our clients to navigate through the often intimidating, application method. We simply provide a respectful, efficient process, that’s focused on protecting the privacy and integrity of your personal and business reputation.
We pride ourselves on establishing long and mutually rewarding relationships with our clients. This is borne of decades in business and understanding the benefits of understanding clients needs over time.
Pivot Funding provides world class loan solutions and insurance expertise to institutions, SME’s and individuals – we help our clients build better futures for themselves and generations to come.
Pivot Funding our proud of our extensive National and International network of professional mortgage brokers and lenders to find a solution.
Our deal pipeline, due diligence process, and loan management services ensure that anyone qualifying as a sophisticated investor can access quality, mortgage-backed, secure income streams on their capital. Pivot Funding will manage the day to day tasks involved in establishing, monitoring, and organising a loan; creating transparent, secure, and sophisticated private funding solutions for our borrowers and private lenders.
Why we are different
Time:
We understand that sometimes things crop up and you need to PIVOT right away. When we tell you how long it will take, we will move mountains to ensure you have your solution when we say we will have it!
Wholistic Solutions:
We are your COMPLETE financial solution, we pride ourselves with our strong relationships, be it with our clients, lenders, REFERRERS, private funders, lawyers, and business consultants. We can find the solution
Advocates:
We are and always will be advocates for our clients, not the lenders
Flexible:
Not just off the shelf solutions. We understand that EVERY person and situation is different. We are not afraid to have multiple moving parts in the one solution – our priority is to find the right solution for YOU
Relationships:
We are always told this is a funny one to add BUT we work hard to know everything about you, we want to know about your kids, your family, the dog and the goats you have – why? RIGHT FROM THE START WE WANT TO UNDERSTAND everything that makes up your situation, UNDERSTANDING YOUR NEEDS AND ASPIRATIONS SO WE can DESIGN better solutions for your unique SCENARIO. We pride ourselves on having clients we have worked with for years and HAVE helped them on their journey even if that journey changes. We are here for you.
Meet the team
Michael Leahy
Founder & Director
Having settled in finance from a long career in my own businesses over nearly 20 years, I have an acute appreciation of cash flow and capital pressure for businesses of all sizes. Whether you operate a listed entity or an SME, the burden applied by financial constraints including long invoice payment cycles or a lack of affordable funding can be personally and commercially debilitating.
Tate Howard
Business Development Manager
Tate is an accredited mortgage broker with over 20 years experience in the finance industry. Tate has worked for numerous banks over his career and has a passion for delivering customer service and financial outcomes for his clients.
Julie Reekie
Lending Manager
Julie is an experienced lending manager with over 35 years experience working in lending. Over the course of Julie’s career her knowledge allows her to find the right solution for her clients with a specialty in getting deals others might put in the too hard basket across the line.