About Me
Broker. Advocate. Human.
I’m Kate Sheldrick – a finance broker who cares just as much about why you need funding as I do about how to get it. With over 15 years in the industry and access to more than 120 lenders, I deliver tailored solutions across business, commercial, and personal finance.
My specialty is working with small to medium business owners on everything from business acquisitions and commercial property purchases to vehicle and equipment finance, line of credit facilities, and working capital solutions. I also assist clients with residential mortgages and personal asset finance, making me a true end-to-end broker for your financial needs.
But beyond the paperwork, I’m a big believer in values: community, family, purpose, and continuous learning. That’s what drives me. Every client I work with is different, and I treat them that way – with time, respect, and honesty.
I started broking because I saw too many people feeling overwhelmed, misinformed, or overlooked in the finance world. I wanted to change that – and I still do. I combine formal qualifications, including a Diploma of Finance and Mortgage Broking Management, with hands-on experience and a strong reputation for getting things done.
I’m also a proud member of the FBAA and AFCA, and a strong advocate for referral-based networking and supporting other small and medium-sized businesses.
I believe business is better when we work together, and I’m always looking to build long-term, mutually supportive relationships with professionals who share that mindset.
My work is grounded in purpose, backed by integrity, and delivered with the kind of transparency I wish more people had when making financial decisions.
Why Clients Choose Me
When clients come to me, they’re often exhausted by the finance process – too many lenders, too much jargon, and too little support. I change that.
I take the time to understand the real story behind the application: where you are now, what you’re working toward, and what kind of finance will actually support that journey.
Clients choose me because I’m clear, direct, and relentless about finding the right fit. I don’t throw options at you and hope one sticks. I assess, strategise, explain, and follow through. That’s why I’m proud to have repeat clients, long-term referral partners, and a business built on trust – not transactions.
Relationships Built On Results
Finance isn’t just numbers on a page – it’s the foundation for what’s next in your life or business. Whether you’re buying a fleet of vehicles, securing a commercial property, or finally refinancing your mortgage, my role is to make sure you’re supported, not just approved.
The results matter – but so does how you get there.
I maintain strong relationships by being present, responsive, and genuinely invested in the outcome. If something isn’t right, I’ll tell you. If a better option becomes available, I’ll find it. My clients know I’m here for the long game, not just the signature.
More Than Just A Broker
I’m not here to tick boxes. I’m here to stand beside you, ask the right questions, and ensure you feel informed and confident throughout the process.
My approach is equal parts strategic and human. I take care of the structure, the lenders, the documents – and I do it in a way that respects your time, your values, and your goals. Whether you’re a sole trader who doesn’t have time to chase paperwork, or a couple trying to make sense of lender requirements – I keep things moving and make sure you’re never left guessing.
I bring real-world experience, industry insight, and a level of service that goes beyond the usual broker offering.
Real Support. Real Outcomes.
I won’t sugarcoat things – and I won’t disappear when things get tricky.
My clients trust me because I stick with them, even when the file gets complex, the lenders get picky, or the path forward isn’t straightforward.
I’ve built a reputation for being the person who gets it done – who cuts through red tape, anticipates roadblocks, and communicates clearly at every stage.
I take the stress off your plate and deliver what matters: outcomes that make sense for your life or business.
Your Trusted Finance Partner
I don’t want to be your “one-time broker” – I want to be your go-to person whenever finance is part of your next move.
I offer that rare mix of old-fashioned service and modern flexibility. If you want to pick up the phone and speak to someone who knows your file – no problem. Prefer to sit down face to face to talk things through over a coffee? I’ll make it happen. Whether you’re based in Perth or down South, I regularly travel between both and I’m happy to meet you where it suits.
Of course, if digital works better for your life or business, I’m tech-savvy too. Zoom, WhatsApp, e-signatures – whatever makes it easier for you to keep things moving without the hassle.
I partner with individuals, families, and business owners who want more than just a quick quote. I bring clarity, consistency, and connection to the table – and I show up every time. I also collaborate with accountants, bookkeepers, and business advisers to ensure your entire financial picture is supported.
This is a relationship business – and I’m here to build relationships that last.
Let’s Talk
Please feel free to book a free consultation – whether you prefer a phone call, face-to-face meeting, or an online chat, I’ll meet you where it suits.
