V.I.D.A VALUES

V

is for Vulnerability. We are real and open. We tell it like it is. Always truthful, we fight for what is right and fair

I

is for Innovation. We are open-minded and we think ‘outside the box’. We comprehensively leave no stone unturned when searching for solutions for our clients

D

is for Dedication. We are committed in both heart and mind. We love our Team, love our clients, and the work that we do

A

is for Accountability. We do what we say. We deliver on our promises and stand by our Service Guarantee

Our Why

We’re all children of 1st generation Australians. We grew up here, grew up on Play School and meat pies, attended Australian primary schools—but our parents didn’t.

They arrived in Australia with nothing. They left their homes, the country they knew, left everything behind to start a new life to support their family. They worked tirelessly to bring us up properly, to educate us, and invest their hopes and dreams for a better life in us.

And we learned from them. We took on their passion and their drive. We dreamed.

Then, we acted. Fuelled by their belief in us, we all worked hard, hustling and grinding to save enough money to buy our first homes in our early 20s. We then diversified into commercial and investment properties.

Thanks to their dedication to a better life, we’ve now achieved lives they could only dream of.

And we owe it all to them. We’re so humbled by and grateful for everything our parents did for us.

This gratitude is what drives us, so we created Vida Financial as a way to give something back. We’re using the skills and knowledge we’ve learned to help ALL members of our community reach their goals, and change their lives for the better.

Thanks to our parents’ dreams and sacrifices we’re able to help people by doing what we love—and have heaps of fun doing it! So we do this as a way to help other people achieve their dreams. It’s as simple as that.

How We Can Help You?

Helping first- and second-generation Australians secure their first home, first investment property or first property development is our JAM.

Every one of our clients is uniquely different – we get that and we LOVE that!

Our unique 7 point Plan ensures our ongoing commitment to caring for YOU every step of the way

  1. We’re always there for you. We’re available seven days a week by both phone and email.
  2. Our Dual Service attention model means you’ll have your main relationship with your dedicated Mortgage Broker, who’s supported by our amazing back office team.
  3. You’ll get assigned your very own Client Services Manager who checks in with regular updates on your file, who’s available any time during business hours. 
  4. Transparency and confidentiality are the cornerstones of our work.
  5. If you call our office during business hours, we always aim to answer your calls immediately or return your calls within 10 minutes and 24 hours outside business hours.
  6. We return information-request emails within one business day.
  7. We offer ongoing service and care long after your settlement. Call us post settlement, we’d love to hear from you!

Our What

Our goal is to support and assist you in any way we can, as you invest in your life.

We’re not just saying that—it’s our promise. We work super hard to find you the perfect financial solution for your unique circumstances.

We offer flexible options to work around your schedule during planning and implementation of your unique lending solution. This means we’re happy to meet face-to-face in our office, over coffee, or via phone and email. We are proud to work with clients who are local, interstate or overseas.

When you work with us, you are guaranteed:

  • A broad selection of competitive lenders to best meet your requirements and budget
  • Unique loan structuring for your personal needs
  • Make the lending process simpler by handling research and more on your behalf
  • Application forms tailored to make simple and easy to read
  • Easy to understand and regular correspondence
  • Stay up-to-date with the status of your loan
  • Greater peace of mind during the process

MEET THE TEAM

Daniel

Finance Broker & In denial Hoarder
(It will be valuable one day… you’ll see!)

Jason

Business Development Manager & Closet Masterchef
(Why am I not on TV yet?)

Jason

Loan Administrator & Long Suffering Manchester United Fan
(They will win next year, I know it!)

Jenny

Mortgage Broker & Mother Hen
(Be careful! You’ll get sick without a jacket and scarf!)

Uyen

Marketing Manager & Broke Personal Shopper
(I’m my #1 client!)

WE CREATED VIDA FINANCIAL AS A WAY TO CHANGE LIVES

It sounds cheesy, but it’s true!
Because we know what it’s like when you first start looking at loans. It can be hard to be taken seriously.
All the terms and jargon you read can sound like a word salad.
But you know what? We love that stuff. It’s what we’ve studied for, and worked towards.
We live it, we breathe it. We get it.
So we want to help you make diving into a loan less daunting, because that sucks.
We’re here to make it easy for you to achieve your goals.
Whether it’s landing a loan for your first car, or getting that personal loan so you can pull off your dream wedding, we’re here to help you get there.
We’re here to help first- and second-generation Australians get into your first home.
We’re here to help you choose the loan that’s right for your situation, and then make sure you get it.
No more feeling out of your depth.
We understand where you’re coming from, so we’re here for you, to help you change your life.
Let’s do this!

Melbourne Office
101 Collins Street, Melbourne VIC 3000
(03) 9653 9460
0413 713 888

St. Albans Office
Shop 4, 329 Main Road East, St. Albans VIC 3021
(03) 9366 2002
0403 350 888

Vida Financial Services Pty Ltd ABN 57 991 298 579 | Credit Representative Number 51969 is authorized under Australian Credit Licence Number 389328 | Privacy Policy | Compliments and Concerns | Disclaimer

This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.