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ABOUT US
Financial planning can be a highly stressful time but with us it is an exciting and rewarding time. Here at, NRG Finance we deliver tailored finance solutions with superior customer service and genuine care, as well as offering ongoing support.
MEET THE DIRECTOR, RICHARD
Richard is not your average mortgage broker. This western suburbs local worked his way through several years in real estate before taking on a finance role with the Westpac group. He started smashing records in his management role, but when he got promoted to ‘Relationship Manager’ for high-end clients, what he was being asked to do didn’t sit right with him. Treating people differently because of their wealthier ‘status’ in life rubbed him the wrong way.
Richard wanted to go after a people-first approach to finance and homeownership––fostering a relationship with the real people who need his help, regardless of the number in their bank account. His passion for seeing people of all wealth brackets reach their goals of homeownership and financial freedom was what pushed him to start his own business––NRG Finance.
Where the big banks can only operate on the basis of one rule book, as a broker Richard now has more than 40 rule books he can look at, meaning there is generally a solution for all of his clients. He’s able to walk hand in hand with each client on their financial journey, finding the right solution for their needs. For Rich, NRG is all about people and making finance a less intimidating experience for all.
When he’s not being a financial super hero, Richard is partner to lovely Hayley, and father to the gorgeous Holly. These two are the other half of his world (outside NRG of course)
He loves spending time doting on both of them and spending his weekends on family adventures and bonding with his little girl. If you see him smiling it’s because he’s probably thinking about how happy the two of them make him.
MEET OUR PARTNER, LUCAS
Our partner, Lucas, had his start in retail management before his shift into finance at Westpac, which meant that the way he approached customer relationships and finding solutions looked totally different to his colleagues. His clients sought him out for his commitment to open communication and transparency––a rarity when working with the big banks.
Lucas spent seven years in finance, developing his network of clients and referral partners. His genuine passion for educating clients and helping them feel confident to achieve their goals and make informed decisions is what sets him apart in this very numbers-driven industry. It’s a journey and a partnership.
When his Westpac group colleague and friend, Richard, approached him with the idea to start NRG, Lucas jumped at the opportunity. He was beginning to realise that he could show a lot more care to his clients by meeting them where they’re comfortable––the cafe, at their home, at the pub––rather than in a stuffy bank cubicle. NRG gave him this flexibility––to meet clients where they’re at, and help them to navigate the convoluted mortgage process with ease.
When he’s not at work, he’s probably ruining a nice walk by playing golf, checking out brunch spots with his partner or cruising around on his motorbike.
For Lucas, the ultimate compliment is a client wanting to work with him again, and we’re not exaggerating when we say this happens a lot!
Why use a mortgage broker?
Experienced advice
Client first approach
premium service
Ongoing support
ARE YOU READY TO TAKE THE NEXT STEP?
Our finance specialists are available to help you and answer all your questions