Murray Katz

Murray has a depth of knowledge and experience spanning over 15 years in the Australian financial services industry. Murray’s expertise is in developing and advising on appropriate financial and commercial solutions for clients, whilst evaluating risk assessment and credit analysis to achieve desired outcomes.

Murray is tertiary qualified in Financial Management, Advanced Business Management & Marketing Management. Amongst other qualifications he is also qualified in Mortgage Lending and holds a Diploma in Mortgage Broking and a Certificate IV in Mortgage Broking.


0425 747 343



Paul Heilig

Paul is a veteran banker who has over 20 years’ experience in Banking and Mortgage Broking. Paul was the co-founder of Kingsbridge & Eagle a successful and respected Mortgage Broking group.

He was a co-founder of Eagle Consulting & Finance. More recently he was the National Head of Distribution for High Net Worth, High Income and Accounting with Investec Bank Australia.

0488 220 570

 Gareth Bird

Gareth is an experienced banker with over 16 years experience of dealing with private clients, in three different geographies, whilst working at one of the world’s leading specialist banks. More recently Gareth was Head of Adviser Services team at Investec Bank Australia and BOQ Specialist.

Working with advisors and their clients in helping them achieve their financial goals is Gareth’s passion.

0439 541 267

Zohar Bashari

Zohar holds over 15 years extensive experience in customer service coupled with banking experience overseas. More recently a business owner Zohar well and truly understands the needs of our self-employed clientele. Striving to provide an outstanding service, her focus is in making sure the experience our client’s receive is unique and memorable. Possessing sensitivity and recognising that financial commitments can be overwhelming at times, you can be sure to be treated with the highest care and guidance throughout the process of securing your financial needs.
0450 545 194