Why Choose Us
At The Strategist Financing, we bring a fresh perspective to mortgage broking, built on over 20 years of commercial finance leadership and real-world investing experience. Whether you're buying your first home, refinancing, or building a property portfolio, we’re here to guide you with clarity, confidence, and care. Our approach is grounded in three core principles:
Strategy – every decision is aligned with your long-term goals
Simplicity – the process is clear, efficient, and easy to navigate
Service – support is personal, honest, and always tailored to your needs
We’ve experienced the full spectrum of the lending journey, from opportunity to challenge, and now help others do the same. From residential and investment lending to complex structures such as SMSFs, trusts, and commercial property, we ensure your finance strategy works in support of your bigger picture.
No sales pitches. No pressure. Just the right advice, from someone who’s been in your shoes.
The Team
Ankit Chopra
Finance Strategist & Founder
With over 20 years in global finance, spanning chartered accounting, tax, and commercial leadership, Ankit has built a strong foundation in strategic and financial management. While his career has been rooted in finance, property has always been his passion. Starting with a modest first home on a salary under $25,000, he's grown a personal portfolio worth well over $15 million across residential, commercial, and complex lending structures. Through The Strategist Financing, he now helps others navigate the lending landscape with clarity and confidence, offering no-cost, personalised mortgage broking support. Backed by deep technical knowledge and real-world experience, his focus is on providing the right structure, strategy, and guidance to help clients achieve their long-term property goals.
Jaynell Moorhouse
Client Services & Operations Manager
With nearly a decade of experience as a Certified Practising Accountant (CPA), Jaynell brings a wealth of financial expertise to her role as Client Services & Operations Manager. Having worked across a range of sectors from large multinationals to not-for-profits, Jaynell has developed a well-rounded understanding of financial operations and business strategy. Jaynell is passionate about ensuring every customer receives the highest level of service, and she brings an eye for detail and a strong customer-first approach to everything she does. Whether it’s managing the day-to-day operations or ensuring smooth, stress-free interactions with clients, she is committed to supporting both clients and the team with precision and care.
Our Process
01
Discovery Session
We take the time to understand you and your financial position, needs and goals, and gather the information we need to be able to create a personalised solution for you.
02
Strategy
We craft a customised strategy that aligns with your financial position, needs, and short-term and long-term goals.
03
Solution
With over 50 lenders on our panel, we find the best lender, product and loan structure based on your strategy.
04
Efficient Process
Streamlining your mortgage journey with comprehensive support from start to finish. We manage the process throughout application, approval and settlement.
05
Ongoing Support
Ongoing check-ins and reviews to ensure your loan continues to support your goals.
Our Services
First Home Buyers Loan
For those looking to enter the property market and purchase their first home, our goal is to find a solution to suit your financial circumstances and ensure a smooth, simple and stress-free home buying experience.
Investment Loans
For seasoned or new investors, we offer assistance in securing investment loans to grow your property portfolio. Our experience and personalised strategic approach help in making informed investment decisions that support your short-term goals, while laying the foundation for the success of your long-term goals.
Refinancing
Whether you're looking to lower your monthly payments, consolidate debt or release equity, we can assist you in refinancing your existing mortgage. Our strategic guidance aims to optimise your financial position and prepare you to meet your long-term goals.
Asset Finance
Our asset financing services help bring your dream purchase closer to reality. Designed to deliver very competitive rates and tailored solutions to simplify and streamline your financial position.
Personal Loans
We also offer personalised loan solutions to help you finance life's big moments, whether it’s a dream holiday, wedding, home renovation, or other personal needs. Our services are designed to provide the extra support you need for a variety of financial goals.
ACCESS TO 50+ LENDER OPTIONS INCLUDING
