Strategic Advisory

Mortgage Broking and Lending Advisorystrategic-advisory.com.au

Company typePrivate
Founded2004
HeadquartersSydney, Australia
Headcount11–50
GTM typeB2B and B2C
OfferingServices

What Strategic Advisory does

Strategic Advisory is a privately held Australian mortgage broking and finance advisory firm headquartered in Kensington, NSW, operating for over 20 years with 11-50 employees. The company brokers residential home loans, investment property loans, refinancing, and pre-approvals, and extends its advisory into commercial finance, property development finance, self-managed superannuation fund (SMSF) lending, asset and equipment finance (via subsidiary SAEF Pty. Ltd.), and medico/professional packages. It serves Australian individuals, families, investors, SMSF trustees, property developers, and small-to-medium commercial borrowers across NSW and nationally.

The underlying technology is a conventional mortgage broking platform: lender serviceability calculators, loan comparison tools, and financial analysis software used to assemble tailored finance proposals - no proprietary AI, models, or data flywheels are disclosed. The company is accredited by Australian Finance Group Ltd (AFG), Australia's largest mortgage broking aggregator, and holds accreditations with all major Australian banks plus a panel of 50+ lenders for asset finance. Distribution is sales-led through face-to-face, phone, and video consultations, supported by Calendly-driven online booking, a Google Business profile with 243 reviews, and the company website.

The business model is primarily commission-based. Residential broking is offered to clients at no charge, with Strategic Advisory earning trailing commissions from lenders on settled loans; commercial and asset finance services are delivered via professional services fees through SAEF Pty. Ltd. as an Authorised Credit Representative of Fintelligence Pty Ltd. Customer segments are predominantly long-tail SMB and individual borrowers, with repeat clients and bi-annual interest rate reviews providing limited recurring engagement beyond the initial transaction.

Strategic Advisory firmographics

Firmographics

Name: Strategic Advisory
Legal name: Strategic Advisory
Website: https://strategic-advisory.com.au
Company type: Private
Founded year: 2004
Operating status: Operating
Headcount range: 11–50 employees
Ownership category
akta.pro rank

Strategic Advisory industry classification

Industry

Product category: Mortgage Broking and Lending Advisory
NAICS: Other Management Consulting Services (541618)
SIC: Loan Brokers (6163), Mortgage Bankers & Loan Correspondents (6162)
akta.pro primary industry: Corporate Finance & Capital Advisory (BPAHADAB)
akta.pro secondary industries: Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Debt Advisory & Financing Advisory (FSAEAGAD)

Keywords

Mortgage broking
Commercial lending
Residential home loans
SMSF lending
Asset equipment finance

Where Strategic Advisory is headquartered

Location

Headquarters

HQ city: Sydney
HQ country: Australia
HQ region: Oceania

Offices1 record

Markets served

Strategic Advisory business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

Trailing Commission from Lenders: Strategic Advisory receives trailing commissions from lenders for residential loan applications written through their broking services. Their residential broking service is offered at no cost to clients as the company earns commission from the lender.
Asset and Equipment Finance: Asset and equipment finance services provided through SAEF Pty. Ltd. trading as Strategic Asset and Equipment Finance (ABN 25 695 020 341), an Authorised Credit Representative of Fintelligence Pty Ltd.

Pricing tiers

Model	Billing	Price
Other	Pay-as-you-go	Free residential broking service

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Strategic Advisory product offering

Product offering

Core offering

Strategic Advisory is a mortgage broking and lending advisory firm that arranges residential, commercial, SMSF, property development, and asset/equipment finance for Australian clients. Operating as an AFG-accredited broker with access to 50+ lenders, the firm provides end-to-end loan advisory from initial consultation through proposal, application, settlement, and ongoing loan maintenance including bi-annual interest rate reviews. The firm also operates a subsidiary, SAEF Pty. Ltd. (trading as Strategic Asset and Equipment Finance), which provides vehicle, machinery, and equipment financing as an Authorised Credit Representative of Fintelligence Pty Ltd.

Product overview

Strategic Advisory is a mortgage broking and lending advisory firm offering a portfolio of lending solutions. The core offering consists of Home & Investment Loans as the primary residential lending service, complemented by Asset and Equipment Loans for personal or business asset financing, Commercial Finance for business ventures and commercial acquisitions, Property Development Finance for property developers, Self-Managed Superannuation Lending (SMSF) for SMSF property investments, and Medico & Professional Packages tailored to professionals. The company operates as a broker accredited with Australian Finance Group Ltd (AFG), with access to over 50 lenders, providing tailored lending solutions through a defined process from initial consultation through to ongoing loan maintenance.

Differentiator

Problem solved

Functional benefit

Brands

Strategic Asset and Equipment Finance: Asset and equipment finance division offering vehicle finance, machinery loans, and commercial loans for personal or business use

Products and services

Home & Investment Loans

Companies that use Strategic Advisory

Customer profile

Named customers8 records

Segments7 records

Ideal customer profiles7 records

Strategic Advisory technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Strategic Advisory partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core and minor.

Australian Finance Group Ltd (AFG)coreChannel Partner/ Reseller/ DistributorStrategic Advisory is accredited by Australian Finance Group Ltd (AFG) - Australia's largest mortgage broking aggregators. This accreditation ensures the company is held to the highest possible mortgage broking standards and qualifies them to give mortgage and lending advice to clients.
Fintelligence Pty LtdcoreTechnology or IntegrationSAEF Pty. Ltd. trading as Strategic Asset and Equipment Finance is an Authorised Credit Representative (#579543) of Fintelligence Pty Ltd (ABN 80 625 017 174) – Australian Credit Licence # 511803. This partnership enables the provision of asset and equipment finance services.
Major BankscoreChannel Partner/ Reseller/ DistributorStrategic Advisory is accredited with all major banks and a number of specialist commercial/business lenders, providing clients with access to diverse lending options across the Australian market.
50+ Lenders (Asset Finance Network)minorChannel Partner/ Reseller/ DistributorThrough their asset and equipment finance division, Strategic Advisory has access to over 50 lenders, ensuring they can find the best possible lending solution suited to individual client needs.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Strategic Advisory competitors and assessment

Company assessment

Broad incumbents

AFG (Australian Finance Group): Australia's largest mortgage broking aggregator and the accreditation body Strategic Advisory relies on. Operates a broader broker network and provides aggregator services rather than serving end-borrowers directly.
Connective Home Loans: Australia's second-largest mortgage aggregator, providing accreditation and lender panel access to a national broker network. Comparable aggregator relationship to Strategic Advisory's AFG partnership.

Direct peers

Loan Market Group: Major Australian mortgage broking aggregator and franchise network offering residential and commercial lending solutions across a wide lender panel. Closely comparable business model to Strategic Advisory's broking activities.
Mortgage Choice: ASX-listed mortgage broking franchise with a national panel of lenders and similar residential and investment lending focus. Competes head-to-head with Strategic Advisory for first-home-buyer and refinancer customers.
Aussie Home Loans: Australia's largest retail mortgage broker, accredited across major lenders with a broad product set spanning residential, commercial, and SMSF lending. Direct competitor to Strategic Advisory in the Sydney residential and investment loan market.
Yellow Brick Road: Australian wealth management and mortgage broking group offering home loans, investment lending, and financial advice. Overlaps with Strategic Advisory across residential and SMSF lending.
Astute Financial Management: Independent mortgage and finance broking group with a national network, focused on residential, commercial, and asset finance lending — closely aligned with Strategic Advisory's product mix.
Smartline Personal Mortgage Advisers: National mortgage broking franchise offering residential, investment, and SMSF lending through a wide lender panel. Comparable customer segments and accreditation-based distribution model.

Emerging players

Wisr: Australian digital lender and personal loan platform offering direct-to-consumer credit products. Represents the digital-first competitive threat to traditional brokers like Strategic Advisory.

Others

Fintelligence: Australian Credit Licence holder under which Strategic Advisory's SAEF subsidiary operates as an Authorised Credit Representative. Critical enabling/regulatory partner rather than a competitor.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Strategic Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Strategic Advisory leadership team

Management profile

Number of profiles

Strategic Advisory subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Strategic Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Strategic Advisory M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Advisory

What does Strategic Advisory do?

Is Strategic Advisory a public or private company?

Strategic Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Strategic Advisory founded?

Strategic Advisory was founded in 2004. It employs 11 to 50 people.

Where is Strategic Advisory based?

Strategic Advisory is headquartered in Sydney, Australia, in the Oceania region.

How does Strategic Advisory make money?

Two revenue lines are on record. Trailing Commission from Lenders are the primary driver. The others are asset and Equipment Finance.

Who are Strategic Advisory's main competitors?

Broad incumbents on record are AFG (Australian Finance Group) and Connective Home Loans. Direct peers are Loan Market Group, Mortgage Choice, Aussie Home Loans, Yellow Brick Road, Astute Financial Management and Smartline Personal Mortgage Advisers. Wisr is listed as an emerging player. Fintelligence is listed as an others.

Does Strategic Advisory have an API?

No public API is recorded for Strategic Advisory.

What industry is Strategic Advisory in?

Strategic Advisory's product category is Mortgage Broking and Lending Advisory. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation). Its NAICS code is 541618 and its SIC code is 6163.