What My Clients Say

— Mikala M

Margaret River, WA

★★★★★

“We recently had the pleasure of working with Kate and we couldn’t be more satisfied with the experience. From our first chat, Kate’s professionalism and deep knowledge of the finance industry stood out. She took the time to understand our unique financial situation and provided tailored solutions that exceeded our expectations.

Kate was incredibly responsive and always kept us informed throughout the entire process. Her attention to detail and commitment to finding the best options available made a significant difference in obtaining our personal finance. We truly felt supported every step of the way and she made the whole process seamless.

We highly recommend Kate Sheldrick for anyone seeking a dedicated and knowledgeable Finance Broker. Thank you, Kate, for your exceptional service! We will certainly reach out again in the future should we require further financial services.”

— James Wilson

Delmont Insurance Brokers

★★★★★

“We’ve had the pleasure of working with Kate Sheldrick across a number of shared SME clients, and she has consistently impressed with her speed, professionalism, and client-focused approach.

Kate truly understands the needs of growing businesses, helping owners free up capital through smart asset finance solutions so they can stay focused on what matters most – running and expanding their operations. Her clear communication, fast turnaround times, and deep knowledge of the finance landscape make her a trusted partner.

If you’re a business owner looking for reliable, efficient asset finance support, we highly recommend speaking with Kate.”

— Jayson Smith

The Personal Chef

★★★★★

“Having Kate look over the finances of my small business was very beneficial, making it an easy process. Looking after the back and forwards between lenders and paperwork is something that she did so effortlessly. Also Kates always thinking outside the box to try and get the best value possible for the situation at hand.

Would highly recommend Kate if you even have a question regarding sorting out finances.

Thank you Kate.”

— Michael Degtyar

Scope Advisory

★★★★★

“I recommend Kate Sheldrick!

I’ve referred a client to Kate Sheldrick for Asset Finance. This person was hiring essential business equipment for a set monthly fee which also had a term and no guarantee to renew the term. If he doesn’t have equipment, he cannot do the business. He financed through Kate and now pays a lower monthly instalment on equipment that he owns. On top of that, he can now use the free cashflow to increase their family income.”

— Corey W.

Perth, WA

★★★★★

“Highly Recommend!

I had an amazing experience working with Kate. She was incredibly sympathetic to my situation and went above and beyond, working through a long weekend and public holidays to make things happen. She was attentive, upfront, and completely honest throughout the whole process, which made everything feel so much less stressful. Kate had a candid conversation with me of where I was at with my finances and what I can improve on, and what I need to focus on going forward which I really appreciated.

She helped me secure finance for the car I wanted in under 48 hours, and through the process also connected me with a great insurance broker – both for the car and for my business down the track. I’ll definitely be working with her again when it’s time to refinance my home with my partner. Couldn’t recommend her enough.”

— Gary H.

Hilly’s Mowing, Aberdeen, NSW

★★★★★

“Kate works tirelessly to get you quick finance. This is the 2nd time I’ve used Kate for truck finance. She even completed this one for me while she was on holiday.

I highly recommend Kate for all your business finance needs. She always answers her phone or will text you back (she’s even done this for me while she’s in another meeting).

Thanks again Kate.”