Trusted Financial Choice
Trusted Financial Choice is an Australian mortgage and finance brokerage intermediating home, commercial, development, asset, SMSF, and short-term loans across a panel of 50+ lenders for first home buyers, property investors, SMEs, SMSF trustees, and property developers. Commission-based revenue, single Clayton (VIC) office, six-person team.
- Company typePrivate
- Founded2021
- HeadquartersClayton, Australia
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Trusted Financial Choice does
Trusted Financial Choice (TFC) is an Australian mortgage and finance brokerage trading under RG INVEST Pty Ltd (ACN 642 752 903, ACL 541023), headquartered at 12/195 Wellington Rd, Clayton, Victoria. The firm operates a sales-led, commission-based brokerage model intermediating between borrowers and a panel of over 50 lenders spanning major banks and non-bank lenders. Its six core product lines are home loans, commercial loans, development finance, asset finance, Self-Managed Super Fund (SMSF) loans, and short-term loans, supported by a suite of 18 online financial calculators used as a mid-funnel customer acquisition and lead-nurturing tool.
The customer base is segmented and distributed across five primary personas: first home buyers, property investors, SME business owners, SMSF trustees, and property developers. Services are delivered through direct broker consultations at the single Clayton office plus phone/email inquiry handling, and supplemented by a referral network of accountants, financial advisers, and existing clients, with content marketing (blog, calculators) and organic social media used to drive top-of-funnel awareness. The firm is led by Director Varun Goyal (20+ years industry experience, MFAA award winner/finalist 2023-2025) and Associate Director Tripti Goyal, supported by a six-person team that includes asset finance and consumer banking specialists drawn from Westpac and Commonwealth Bank.
Revenue is generated through commissions paid by lenders on settled loans across the product portfolio, with no publicly disclosed pricing or fee structure and no disclosed financial KPIs. The firm has no proprietary technology platform, no API offering, no AI/ML capabilities, and operates as a traditional human-advisor brokerage. There is no external institutional investment, no parent company, and no M&A or funding activity disclosed in the available record.
Trusted Financial Choice firmographics
Firmographics- Name
- Trusted Financial Choice
- Legal name
- RG INVEST Pty Ltd
- Website
- https://tfchoice.com.au
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Trusted Financial Choice is an Australian mortgage and finance brokerage intermediating home, commercial, development, asset, SMSF, and short-term loans across a panel of 50+ lenders for first home buyers, property investors, SMEs, SMSF trustees, and property developers. Commission-based revenue, single Clayton (VIC) office, six-person team.
- Ownership category
- akta.pro rank
Trusted Financial Choice industry classification
Industry- Product category
- Mortgage Broking Services
- NAICS
- Mortgage and Nonmortgage Loan Brokers (52231), Mortgage and Nonmortgage Loan Brokers (522310)
- SIC
- Loan Brokers (6163), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Balance-Sheet / Portfolio CRE Lending (FSALADAG)
- akta.pro secondary industry
- Real Estate / Property-Backed Marketplace Lending (Non-mortgage) (FSAKAHAG)
Keywords
Where Trusted Financial Choice is headquartered
LocationHeadquarters
- HQ city
- Clayton
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Trusted Financial Choice business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Mortgage Broking Commission: Commission-based revenue model typical of Australian mortgage brokers. Earns commissions from lenders for settled loans. Services include home loans, commercial loans, development finance, asset finance, and SMSF loans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Commission-based mortgage broking services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Trusted Financial Choice product offering
Product offeringCore offering
Trusted Financial Choice is an Australian mortgage and finance brokerage (trading name of RG INVEST Pty Ltd) that arranges home loans, commercial loans, development finance, asset finance, SMSF loans, and short-term loans for individual and business borrowers. Operating from Clayton, Victoria with a team of six, the firm leverages a panel of more than 50 lenders to source and structure loan products across consumer and commercial segments.
Product overview
Trusted Financial Choice (TFC) operates as a mortgage and finance brokerage offering a unified platform of loan products and financial services. The core offering consists of six principal loan products—Home Loans, Commercial Loans, Development Finance, Asset Finance, SMSF Loans, and Short Term Loans—which are delivered through a network of lenders and supported by a suite of financial planning calculators. The company serves individual borrowers, property investors, business owners, and SMSF trustees, providing tailored financial solutions rather than a single software product.
Differentiator
Problem solved
Functional benefit
Products and services
- Home Loans Broker-arranged home loan service for first home buyers, refinancers, and owner-occupiers, sourcing home loan products from the firm's panel of more than 50 lenders.
- Commercial Loans Broker-arranged commercial lending service for SME business owners needing funding for business operations, premises, or expansion, sourced from the firm's panel of more than 50 lenders.
- Development Finance Broker-arranged development finance service for property developers requiring staged or progress-draw funding for residential or commercial property projects.
- Asset Finance Broker-arranged asset finance service for individuals and businesses needing finance for vehicles, equipment, or other business assets, sourced from the firm's lender panel.
- SMSF Loans Broker-arranged SMSF lending service for self-managed superannuation fund trustees, structuring limited recourse borrowing arrangements to acquire property or assets through their fund.
- Short Term Loans Broker-arranged short-term loan service for borrowers needing bridging or temporary finance solutions, sourced from the firm's lender panel.
- Loan Calculators Suite Suite of online loan calculators including borrowing power, stamp duty, loan repayment, extra repayment, loan comparison, and offset calculators, designed to help prospective borrowers self-educate before engaging the brokerage.
Companies that use Trusted Financial Choice
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles5 records
Trusted Financial Choice technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Trusted Financial Choice partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Trusted Financial Choice competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Trusted Financial Choice social profiles
Digital presenceTrusted Financial Choice financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trusted Financial Choice leadership team
Management profileNumber of profiles
Profiles6 records
Trusted Financial Choice funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trusted Financial Choice M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trusted Financial Choice
What does Trusted Financial Choice do?
Trusted Financial Choice is an Australian mortgage and finance brokerage (trading name of RG INVEST Pty Ltd) that arranges home loans, commercial loans, development finance, asset finance, SMSF loans, and short-term loans for individual and business borrowers. Operating from Clayton, Victoria with a team of six, the firm leverages a panel of more than 50 lenders to source and structure loan products across consumer and commercial segments.
Is Trusted Financial Choice a public or private company?
Trusted Financial Choice is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Trusted Financial Choice founded?
Trusted Financial Choice was founded in 2021. It employs 1 to 10 people.
Where is Trusted Financial Choice based?
Trusted Financial Choice is headquartered in Clayton, Australia, in the Oceania region.
How does Trusted Financial Choice make money?
One revenue line is on record: mortgage Broking Commission.
Does Trusted Financial Choice have an API?
No public API is recorded for Trusted Financial Choice.
What industry is Trusted Financial Choice in?
Trusted Financial Choice's product category is Mortgage Broking Services. Its primary akta.pro industry code is FSALADAG, Balance-Sheet / Portfolio CRE Lending, with a secondary code of FSAKAHAG, Real Estate / Property-Backed Marketplace Lending (Non-mortgage). Its NAICS code is 52231 and its SIC code is 6163.