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Wine Country

Financial services

Local Insight with Big Bank Experience

Over A Decade Of Experience

Wine Country Financial Services
Wine Country Financial Services

Your Local Expert

Welcome to Wine Country Financial Services. I’m Nick Dunn, the owner, and I’m thrilled to introduce you to our company.

Our mission at Wine Country Financial Services is to bring versatile lending expertise to the Hunter Valley, drawing from over a decade of experience gained in the dynamic Sydney banking sector.

During the last eight years of my banking career, I had the privilege of working closely with mortgage brokers, assisting them in optimising their businesses and achieving their utmost success. Now, as a finance broker, I am eager to enhance your customer experience and become your trusted advisor for all your lending requirements. As an award-winning banker, I understand what it takes to deliver exceptional service.

Having built our family home in North Rothbury five years ago, I’ve come to appreciate the Hunter Valley’s preference for local connections. While our business has national reach, we’ve named it with our local community in mind. If you’re part of our community, I would be honoured to advocate for you and provide tailored solutions designed specifically for your unique circumstances – without bias or unnecessary jargon, just honest, old-fashioned service and a solid handshake.

Beyond the realm of business, I am a devoted husband to Laura and a proud father to our beautiful daughter, Mia. I love all sports and enjoy nothing more than a round of golf at one of the Hunter Valley’s splendid courses, where my golf ball often receives passionate feedback. We also relish fine dining and savouring excellent wines, making the Hunter Valley the perfect place for us.

Let us help you unlock the complex world of loans and finance products

The Right Local Advice

If you’re a Hunter Valley resident with dreams of owning your ideal home in one of our picturesque towns, a savvy business owner aiming to expand your winery or hospitality enterprise, or a discerning investor eyeing the burgeoning wine tourism sector, our dedicated team is poised to provide unwavering support throughout your journey.

Our profound expertise, honed over a decade of collaboration with major financial institutions and banks, grants us unparalleled insight across a spectrum of domains, encompassing home loans, commercial loans, SMSF loans, personal loans, investment loans, and car loans.

At our core, we espouse the belief that financial choices warrant meticulous consideration, keen attention to detail, and a deep comprehension of each client’s individual circumstances. This is why we commit the time to meet with you personally, listen attentively, conduct comprehensive assessments, and custom-tailor our solutions to align perfectly with your specific objectives and financial needs.

For your convenience, we extend the offer of face-to-face consultations across Newcastle and the entire Hunter Valley, including Cessnock, Maitland, and Singleton. Also, should you require, we are more than willing to accommodate special requests for in person meetings in the Central Coast and Sydney regions.

What can we do for you?

Our Services

Mortgage Broker

As experts in the local market, we have extensive knowledge of the Hunter Valley’s real estate landscape. Whether you’re buying your first home, investing in property, or refinancing, our experienced mortgage specialists will work closely with you to find the perfect loan solution that suits your financial goals.

First Home Buyer

Nothing excites us more than helping a customer into their first home. Let us help you explore the opportunities available to first home buyers in Newcastle and the Hunter.

Refinance

We specialise in crafting personalised refinancing solutions for residents of Newcastle and the Hunter Valley. Let us help you unlock your finances through one of our many refinance options.

Car Loans

Cruising through the stunning landscapes of the Hunter Valley in your dream car is within reach with our competitive car loan solutions. Our team will assist you in finding the best car loan terms and rates tailored to your budget, ensuring a seamless financing experience.

Investment Loans

No matter if you are looking into your first investment property or to add to your growing portfolio, we have a range of solutions and investment loan options to help you build your property nest egg.

Business Finance

Are you in need of capital to expand your Hunter Valley-based business? Or do you have a business plan for an exciting new venture? Our comprehensive range of business finance products and personalised services will help you realise your business aspirations.

Commercial Loans

Looking to invest in commercial property in the Hunter Valley? Between our local knowledge and comprehensive range of range of commercial loan products, we can help you realise your commercial development dreams.

Medico Loans

Through specialised accreditations with our lenders, we can offer our local medical professionals a range of industry-specific finance options to help with anything from equipment purchases to entire medical centre builds.

Purchasing Property

We are your trusted partner in navigating the process of purchasing property in Newcastle and the Hunter Valley. Let us you take the first step towards your own dream property.

SMSF Loans

Planning for your retirement can be complex, but with our SMSF loan expertise, you can take control of your financial future. We understand the intricacies of self-managed super funds and can assist you in structuring loans that align with your retirement goals, whether it’s purchasing investment properties, acquiring commercial assets, or diversifying your SMSF portfolio.

Personal Loans

Life is full of unexpected moments, and sometimes you need a financial boost to make them happen. Whether you’re planning a dream vacation, consolidating debt, or handling unforeseen expenses, our flexible personal loan options provide the freedom and support you need to achieve your personal milestones.

General Insurance

At Wine Country Financial Services, we can help you with more than just financing your Hunter Valley dreams. You can also talk to us about home, contents, motor vehicle, landlord and small business insurance needs.

What our customers say

Our Customers

Nick found the best lender to suit our situation and was extremely knowledgeable about the current and anticipated market trends, which gave us the confidence to fix a portion of the loan at a great rate. He made the process of switching lenders perfectly seamless for us, keeping us updated throughout the process and explaining things in terms we could understand.

Elise & Scott

Nick was a huge help in refinancing our business loan into a home loan, which saved us a fortune in interest as the home loan rate was not only competitive but market-leading. He has stayed in touch for over 9 years now, regularly getting the lender to review our rate so we stay on the best deal possible.

Trish & Van

Thank you to Nick from Wine Country Financial Services for securing our vehicle finance. As a new business finance can be daunting. Nick was confident and competent in negotiating the best rate for us. More than a percent lower than the dealer finance!

Nick helped us organise our documentation and liaised with the dealership to ensure timely delivery of our new company vehicle. This purchase was essential to our growing business and we couldn’t be more thankful to Nick for his service.

Nick was friendly and communicated with us through the entire process. The purchase was seamless thanks to Nicks experience and expertise in finance. We highly recommend Nick and Wine Country Financial Services

Danny, Crystalline Cleaning Solutions

My biggest achievement in life so far. A lot of hard work has gotten me to this stage to say I have a block of land, and that’s mine!

Massive thanks to Nicholas Dunn at Wine Country Financial Services for all his hard work over the last month to get this over the line. Cheers to being a land owner!

Jeremy

Not all mortgage brokers are the same.

We chose Nick from Wine Country Financial Services due to his professional attitude, high ethics and in-depth knowledge of the finance industry. He exceeded our expectations.

We have dealt with many financial advisors and mortgage brokers over the years, and unlike a number of others, Nick cares about his clients’ needs rather than directing them to a product that provides more benefit to the broker than the client.

Nick helped us refinance our family home and purchase an investment property using the equity in our home. We were impressed with how hard he worked in finding us the best rate. The whole process was hassle-free.

We couldn’t recommend Nick more highly.

Carol & Tony

Nick was amazing! He got me to my goal in purchasing a house. He really knows his stuff and was guiding me every step of the way all whilst listening to my needs. Could not recommend Nick more!!! I will be definitely using Nick again in the future.

Jess

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Talk to us

Contact Us

As Your Trusted Hunter Valley and Newcastle Mortgage Broker, We Bring Our Services to Your Doorstep – Book an In-Person Meeting

Our Service Areas Include:

  • Newcastle
  • Cessnock
  • Maitland
  • Singleton
  • And the surrounding areas

As Your Trusted Hunter Valley and Newcastle Mortgage Broker, We Bring Our Services to Your Doorstep – Book an In-Person Meeting.

0439 225 945