Deal with a Mortgage Manager you can trust

Your trusted partner in financial services

About Folio

We are a Mortgage Manager with accredited representatives Australia wide. We have a wide range of products that suit all types of borrowers. Whether you are looking for your first home loan or investment property, if you are living overseas or wanting to purchase a commercial property, we can assist you. All our products are a real alternative to the major banks.

Services

First Home Buyer

Buying your first home is exciting but can also be confusing. We’ll guide you through the process, from understanding loans to getting pre-approval, ensuring a smooth journey to settlement.

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Refinancing

Thinking of selling, refinancing or borrowing more? Our Loan Specialists will help you find the best loan to match your needs and goals.

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Investing

New to property investment or looking to reinvest? We’ll guide you through the process, from financial impact to tax benefits and help secure the right loan for your goals.

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Our Group of Companies

Here at Folio Financial Services we have many other financial services that may be the right fit for you!

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Call 1300 304 572 to learn more

Our Folio Management Team

Folio Financial Services is a mortgage manager that’s been operating for over 20 years. We specialise in financial services with a focus on home buyers, property investors and businesses across Australia. We offer a wide range of financial products across several lenders including non-conforming, work with many introducers and also act as an intermediary between brokers and lenders to achieve the best outcome.

Surinder Agnihotri

Director and Chief Executive Officer

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Roxanne Piggott

General Manager Operations

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Ben Kirby

General Manager Distribution

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Sean Richardson

Executive Director, JP, Dip FS (FP) (Finance)

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"I couldn't be happier with my refinance loan. The process was smooth, easing my financial burden. The team was supportive and guided me throughout. I highly recommend Folio Financial services!"

A.Y, Launceston, Tasmania