Strategy-first mortgage broking

Whether you're buying your first home, adding an investment property, or restructuring your portfolio, we start by understanding where you're headed, then find the financing that gets you there.

01
strategise what’s important to you

The Sphere Approach

02
simplify all the complexities

03
support you through your property journey

We think differently about mortgages

Many mortgage brokers focus on getting you approved for the biggest loan possible. We focus on what actually makes sense for your situation and your future.

That means asking questions like:

  • What are you working toward in 5 years? 10?

  • Will this property stay your home, or might it become an investment?

  • How does this loan fit with your broader financial picture?

  • What happens if your plans change?

We map out your property plan first, then find the loan structure that supports it.

1. First, we talk strategy

Before we talk about loan products, interest rates, or how much you can borrow, we talk about where you're headed.

In your first strategy call, we'll discuss:

  • Your property goals (short-term and long-term)

  • Your financial situation and borrowing capacity

  • Different loan structures and what makes sense for your plans

  • Timing—whether now is the right time or if waiting makes more sense

  • Your questions (and we'll answer them in plain English)

What you'll walk away with: A clear understanding of your options and a plan that makes sense for where you're headed—not just where you are today.

2. We handle the hard bits

Once we've mapped out your strategy, we get to work on the logistics.

Here's what we do:

  • Compare loan products from 60+ lenders (800+ options) to find the best fit

  • Prepare and submit your application

  • Liaise with lenders on your behalf

  • Chase up valuations, approvals, and any requests for additional information

  • Keep you updated throughout (in actual English, not banking jargon)

  • Coordinate with your solicitor, real estate agent, or buyers' agent

  • Answer your questions as they come up (because they will)

You'll upload your documents through our secure portal, and we'll handle everything from there. No need to spend hours comparing lenders or navigating bank websites. That's our job.

What you'll walk away with: A loan that fits your strategy, approved and ready to settle.

3. You settle. We stay.

Your loan goes through. You get your keys, and we keep in touch to support you through your future property journey.

Here's what happens after settlement:

Regular check-ins
We reach out periodically to see how you're tracking and whether anything's changed in your situation.

Loan reviews
We monitor your interest rate and let you know if there's a better option available, whether that's repricing with your current lender or switching to a new one.

Strategy updates
Your plans will evolve. Maybe you're ready to buy an investment property. Maybe you want to restructure for tax purposes. Maybe you're moving cities. We're here to help you think it through.

Next property moves
When you're ready for property two, three, or beyond, you've already got a broker who knows your situation and your goals.

What you'll walk away with: A long-term partner who's invested in your property success, not just your next transaction.

We work with clients at every stage of their property journey

  • Not quite ready to buy yet? That's okay. We can help you:

    • Understand how much you'll need for a deposit

    • Create a savings strategy

    • Improve your borrowing capacity

    • Know when you'll be ready to start looking

    Schedule A Strategy Call

  • First-time buyer? We'll help you:

    • Understand how much you can borrow

    • Navigate first home buyer grants 

    • Choose the right loan structure for your situation

    • Think ahead (in case this becomes an investment property later)

    Schedule A Strategy Call

  • Looking to invest? We'll help you:

    • Structure your loans tax-effectively

    • Maximise your borrowing capacity across multiple properties

    • Choose the right lender and loan type for investment purposes

    • Plan for property three, four, and beyond

    Schedule A Strategy Call

  • Upsizing, downsizing, or relocating? We'll help you:

    • Understand your options (keep current property vs. sell)

    • Structure loans to support your transition

    • Navigate bridging finance if needed

    • Optimise your property portfolio

    Schedule A Strategy Call

  • Already have multiple properties? We'll help you:

    • Review your current loan structures

    • Identify opportunities to save on interest or improve cash flow

    • Restructure for tax efficiency

    • Consolidate or separate loans strategically

    Schedule A Strategy Call

Why our approach works

Salaried brokers mean better advice

Our brokers aren't chasing commissions. They're salaried, which means they can:

  • Take six months to help you save a bigger deposit (if that's the right move)

  • Recommend repricing your existing loan instead of refinancing (even though we don't get paid for that)

  • Tell you to wait if now isn't the right time to buy

  • Spend time on strategy without watching the clock

This isn't how a lot of brokerages work. And that's exactly why we do it this way.

We think long-term

Most brokers optimise for this transaction. We optimise for your next decade.

That means:

  • Choosing loan structures that work now and later

  • Thinking about tax implications as your portfolio grows

  • Planning for life changes (career moves, family, etc.)

  • Building relationships, not just processing applications

We simplify what's complicated

Offset accounts, redraw facilities, fixed vs. variable, principal and interest vs. interest-only, LVR, LMI, serviceability… There's a lot of jargon in this industry!

We explain it all in plain English, answer your questions without making you feel silly, and help you make decisions you actually understand.

Why Sphere?

✓ Strategy-first approach

✓ We’re here for the long term

✓ Salaried brokers

✓ 60+ lenders, 800+ loan products

✓ 500+ five-star reviews

Getting started FAQs

You might be wondering…

  • We compare loans from over 60 lenders (800+ products), then help you figure out which one makes sense for your situation and your goals. We also handle all the paperwork, liaise with agents, lenders and solicitors, and guide you through the process from start to settlement.

  • Banks can only offer their own products. We work with 60+ lenders, which means you get more choice, better options, and access to loans you won't find by walking into a branch.

  • Nothing. We're paid by lenders when your loan settles, so our service is completely free to you.

  • Fair question. Here's how it actually works: Our brokers are salaried, not commission-driven. That means they're not incentivised to push you towards any particular lender. We get paid the same regardless of which bank you choose, so we're free to recommend what actually makes sense for your situation, not what makes us the most money.

The loan process FAQs

You might be wondering…

  • That depends on your income, expenses, deposit, and other commitments. We can give you an estimate once we review your details in a strategy call.

  • Generally: ID, payslips, bank statements, and details of your assets and debts. We'll give you a full checklist once we start working together.

  • Pre-approval can take a few days. Full approval usually takes 4-6 weeks depending on the lender and property, sometimes faster, sometimes longer.

  • Some lenders require it, but there are options where gifted funds or rent history may be accepted. We'll talk through what works for your situation.

Working with sphere FAQs

You might be wondering…

  • Not at all. While we're based on the Central Coast, we work with clients across NSW and nationally.

  • That's totally fine. We're happy to have a conversation about your goals and help you figure out when you'll be ready. We're not here to rush you.

  • Before we talk about loan products or interest rates, we talk about where you're headed. What are you working towards? What happens in 5 years? 10? We map that out first, then find the financing that supports your plan.

  • You’ll get the keys to your property!

    As for us, we’ll check in regularly, monitor your interest rate, and let you know if there are better options available. When you're ready for your next property move, we're already here.

Refinancing & equity FAQs

You might be wondering…

  • If your rate isn't competitive anymore, your circumstances have changed, or you want to access equity for renovations or investment.

  • As part of our service, we do regular check-ins to see if there are better options or ways to save you money. But a good rule of thumb is annually, or whenever your situation changes significantly.

  • Home equity is the difference between your property's current value and what you still owe. You can use it for renovations, to buy an investment property, or to consolidate other debts. We can calculate how much equity you have and explain your options.

    Request your Free Property Report

Still have questions? 

Can't find what you're looking for? Book a strategy call and we'll answer your specific questions.

500+ 5 STAR REVIEWS

From people we've helped buy homes, build portfolios, and plan their property futures Australia-wide, including the Central Coast, Newcastle, Sydney, Wollongong and Regional NSW.