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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 buyers

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.

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​

Roxanne Piggott

General Manager Operations

Ben Kirby

General Manager Distribution

Sean Richardson

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

"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

Blogs

Read our blogs to best help your understanding of the most recent events at Folio

  • How can I get in touch with Folio Financial Services?
    You can contact us by filling out the form on our website, calling us at 1300 304 572, or emailing us at customer.service@folio.com.au. We aim to respond to all inquiries within 2 business days.
  • What are the benefits of refinancing?
    Refinancing can help you secure a better interest rate, reduce your monthly payments, or access equity in your home for other financial needs. Our loan specialists can help you find the best refinancing options.
  • How can you help first home buyers?
    We provide assistance to first home buyers by guiding them through the entire process, from saving for a deposit to securing the right loan product. Our team of specialists is here to simplify the home buying experience.
  • How can you assist with property investment?
    We offer practical advice on property investment, including financial impact analysis and securing the right loan product. Our goal is to help you achieve financial independence and wealth generation through smart investments.
  • What types of loans do you offer?
    We offer a variety of loans including Prime Home Loan, Prime Alt Doc Home Loan, Prime Alt Doc Pro Home Loan, Expat & Non-resident Home Loan, SMSF Loan, Business Loan, and Folio Flexi.

Contact Details

Office Address: Level 2, 36 Hickson Road, MILLERS POINT, NSW 2000

Phone: 1300 304 572

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Phone:
1300 304 572
Email:
Customer.service@folio.com.au
Postal Address:
PO Box A553, Sydney South, NSW 1235
Office Address:
Level 2, 36 Hickson Road, MILLERS POINT, NSW 2000
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Folio Financial Services is a trading name of Australian Loans & Mortgages Pty Ltd | ACN 142 403 790 | Australian Credit License 385213 | Privacy Policy | Credit Reporting Policy | ESG Policy
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