Strategic Brokers

What Strategic Brokers does

Strategic Brokers is a Sydney-based, privately held mortgage brokerage operating as Strategic Investments & Finance Group ATF SIFG Trust under Australian Credit Licence 390261. Founded by Hung Chuy, the firm acts as an intermediary connecting Australian borrowers — including owner-occupiers, property investors, expats, medical professionals, SMSF trustees, and small business owners — with a network of more than 30 lenders across major banks (ANZ, CBA, Westpac, Bank of China, BankWest) and non-bank lenders (Bluestone, ING, Heritage Bank). Its product surface spans home loans, refinancing, pre-approval, investment, SMSF, commercial, car, and personal loans, supplemented by a suite of 10 online financial calculators and the 'How I Met My Broker' educational podcast.

The business runs on a relationship-driven, sales-led go-to-market delivered through phone, website inquiry, in-person consultations at Sydney CBD offices (Level 12/255 Pitt St and Level 20/233 Castlereagh St), and a referral network of accountants, solicitors, buyer's agents, and realtors. Revenue is generated almost entirely via lender-paid upfront and trail commissions on settled loans, consistent with standard Australian mortgage broking economics; pricing is not publicly disclosed and there is no subscription or fee-for-service model. The firm aggregates through VOW Financial (formerly Yellow Brick Road) and has no disclosed external investors, parent company, or M&A activity.

Operationally, Strategic Brokers employs approximately 20+ named team members across brokers, finance strategists, broker associates, operations, and settlements, with senior partner-led leadership spanning Founder Hung Chuy, Partner & GM David Chia (prior senior roles at ASX, Deloitte, Macquarie Bank, Stockland, EY), and Partners Gabriel Aprahamian and Geoff Lai. Individual brokers have publicly reported annual settlements of $50M-$113M, and the firm has held a 5.0 Google rating across 139 reviews while maintaining five consecutive years (2022-2026) on RateMyAgent's National Top 20 Mortgage Brokers list.

Name

Strategic Brokers

Legal name

Strategic Investments & Finance Group ATF SIFG Trust

Website

https://strategicbroker.com.au

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategic Brokers is a Sydney-based mortgage brokerage connecting Australian borrowers with over 30 lenders across home, investment, SMSF, commercial, and specialty lending, earning lender-paid commissions on settled loans.

Ownership category

akta.pro rank

Product category

Mortgage Broking Services

NAICS

Mortgage and Nonmortgage Loan Brokers (522310), Real Estate Credit (522292)

SIC

Loan Brokers (6163)

akta.pro primary industry

Retail Residential Mortgage Brokers (Purchase & Refinance) (FSALABAA)

akta.pro secondary industry

Commercial Mortgage Brokerage (FSAEAEAB)

Keywords

• Mortgage broking services
• Home loan advisory
• Commercial lending
• Property investment financing
• Refinancing solutions

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Mortgage Broking Commission: Strategic Brokers earns commissions from lenders when loans are settled. These commissions are typically a percentage of the loan amount and may include trail commissions on ongoing loan balances.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Strategic Brokers is a mortgage brokerage that intermediates between Australian borrowers and a network of over 30 lenders, providing personalised lending solutions including home loans, refinancing, pre-approvals, investment loans, SMSF loans, commercial loans, car loans, and personal loans. The firm specialises in serving everyday Australians, property investors, expatriate Australians, medical professionals, self-employed individuals, and business owners with tailored loan strategies sourced from major banks (ANZ, CBA, Westpac) and non-bank lenders (Bluestone, ING, Heritage Bank, Bank of China, BankWest).

Product overview

Strategic Brokers operates as a mortgage brokerage platform providing personalised lending solutions across residential and commercial finance. The core offering consists of loan products including Home Loans, Refinance options, Pre-Approval Loans, Investment Loans, SMSF Loans, Commercial Loans, and specialty products for Medical Professionals and Expats. The platform complements its lending services with financial calculators (Borrowing Power, Budget Planner, Loan Repayment, Stamp Duty, and others) as well as educational content through its 'How I Met My Broker' podcast series. Strategic Brokers acts as an intermediary connecting borrowers with a network of over 30 lenders, providing tailored loan structures and mortgage advisory services rather than a single unified software product.

Differentiator

Problem solved

Functional benefit

Products and services

• Home Loans Mortgage broking service helping clients select from variable rate, fixed-rate, or split-interest rate home loans with options for principal and interest or interest-only repayments, construction loans, and low deposit home loans.
• Refinance Cashflow Lending Refinancing solutions for clients whose circumstances have changed, helping them access better loan terms or release equity from their existing property.
• Pre-Approval Loans Pre-approval service where brokers negotiate with lenders beforehand to assure clients of their borrowing capacity before they start property hunting.
• Expat Loans Mortgage services for Australian Citizens or Permanent Residents living overseas planning to purchase property in Australia, converting their international financial footprint into an effective mortgage application.
• Medical Professional Loans Specialised flexible and affordable loan products dedicated to healthcare professionals looking to secure property, using lender policies tailored to medical professional income structures.
• Investment Loans Property investment financing solutions sourced to match client investment strategies and financial aspirations, including for investors building portfolios through trusts and SMSF structures.
• SMSF Loans Self-Managed Super Fund property investment loans to help clients grow their super fund for retirement through property investment.
• Commercial Loans Business financing solutions for growing businesses or start-ups with favourable terms matched to their business ambitions.
• Car Loans Vehicle finance solutions negotiated with various lenders tailored to client budgets, covering both first cars and luxury vehicle upgrades.
• Personal Loans Personal financing for dream holidays or home improvement projects with affordable options and flexible repayment terms.
• Refinancing Your Home Loan Home loan refinancing service replacing existing mortgages with new ones, often from different lenders, to secure better terms, lower rates, or access equity.

Named customers5 records

Segments11 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core.

• Major Banks (ANZ, Commonwealth Bank, Westpac)coreChannel Partner/ Reseller/ DistributorStrategic Brokers works with major Australian banks including ANZ, Commonwealth Bank, and Westpac to provide home loan and mortgage products to clients. These partnerships enable access to traditional lending options alongside specialist lenders.
• Non-Bank Lenders (Bluestone, ING, Heritage Bank)coreChannel Partner/ Reseller/ DistributorPartnerships with non-bank lenders like Bluestone, ING, and Heritage Bank provide alternative financing options for clients who may not qualify with major banks, offering more diverse loan products and flexible lending criteria.
• Bank of ChinacoreChannel Partner/ Reseller/ DistributorPartnership with Bank of China enables the broker to serve clients seeking international banking relationships and Chinese market connections.
• BankWestcoreChannel Partner/ Reseller/ DistributorBankWest partnership provides access to residential and investment lending products through one of Australia's established banks.
• Yellow Brick Road (YBR) AggregationcoreChannel Partner/ Reseller/ DistributorFormer franchise partnership with Yellow Brick Road (YBR) Aggregation provided aggregation services, with the company's franchise achieving No.1 Performing lending Franchise status nationally from 2016-2020.
• VOW FinancialcoreChannel Partner/ Reseller/ DistributorVOW Financial partnership enabled award-winning performance including Brokerage of the Year 2022 and various individual broker awards.
• Over 30 Lenders NetworkcoreChannel Partner/ Reseller/ DistributorStrategic Brokers maintains relationships with over 30 different banks and lenders, enabling hundreds of loan options. This includes major banks, specialist lenders, and boutique banks willing to work with complex financial situations including self-employed clients.

Scale indicators5 records

Recent moves6 records

Expansion highlights2 records

Direct peers

• Resolve Finance: Australian mortgage broker recognised in Top 100 industry rankings. Comparable to Strategic Brokers as a Sydney-based brokerage serving owner-occupiers, investors and refinancers through a broad lender panel.
• Connective Home Loans: Australian mortgage aggregator supporting a large network of independent brokers. Comparable to Strategic Brokers as a broker-led intermediary whose services span residential, investment and commercial lending.
• Loan Market Group: Australian mortgage brokerage aggregator operating a national broker network. Direct competitor to Strategic Brokers, offering similar home loan, investment, commercial and refinance products via broker intermediaries.
• Shore Financial: Australian mortgage brokerage network operating across east coast cities including Sydney. Direct competitor comparable to Strategic Brokers in customer segments, lender panel and broker-led distribution model.
• Yellow Brick Road (YBR): Australian mortgage broking and wealth advisory franchise group; Strategic Brokers was formerly affiliated with YBR Aggregation. Direct comparable in services, lender panel model and customer segments (home loans, investment loans, SMSF).
• Mortgage Choice: Long-established Australian mortgage broker network (now part of MyState Bank). Comparable to Strategic Brokers as a retail mortgage intermediary serving owner-occupiers and investors through franchise/broker model.
• Better Choice Home Loans: Australian mortgage brokerage also recognised in industry Top 100 rankings. Comparable to Strategic Brokers as a broker-led intermediary offering residential and investment lending via multi-lender panel.
• Hunter Galloway: Australian mortgage brokerage network frequently appearing in MPA Top 100 rankings alongside Strategic Brokers. Comparable in target segments (owner-occupiers, investors, refinancers) and lender-agnostic brokerage model.

Broad incumbents

• Australian Finance Group (AFG): ASX-listed mortgage aggregator supporting thousands of brokers across Australia. Adjacent comparable to Strategic Brokers, representing the broader aggregated broker channel that Strategic Brokers operates within.
• Aussie Home Loans (Lendi Group): Australia's largest retail mortgage broker with a national branch and broker network. Comparable to Strategic Brokers as a mortgage intermediary connecting borrowers with lenders, but operates at significantly greater scale and brand recognition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@StrategicBrokers
• Facebookfacebook.com/strategicbrokers
• LinkedInlinkedin.com/company/strategicbrokers
• Instagraminstagram.com/strategicbrokers

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Strategic Brokers