About Us - Success Finance Solutions

We’re Real People Who Take The Time To Get To Know You…

So we can present the right mortgage and finance options matched to you.

And take the guesswork out of your next financial move

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Professional, Passionate, Personal To Us, You’re Not Another Set Of Numbers

At Success Finance Solutions, we’re not one of those big, generic, run-of-the-mill companies – it’s what gives us our edge.

Because being boutique means we have fewer clients. It means that we have the time to get to know you. With us, you’re not just filling in a form, ticking some boxes or fitting into pre-built client models. You’re not just another one of too many clients that other mortgage brokers try to juggle.

With us, we guarantee you’ll feel like our only client in the world.

And take the guesswork out of your next financial move

Get To Know Our Team

Industry recognition is just the tip of our success iceberg.

Jacob Lay

Director / Mortgage and Finance Broker

Jacob experience in all types of lending. He works successfully with all types of clients from first time buyers to those with complex investment and commercial or business structures. Jacob is passionate about his work and strives to be an ongoing resource in all areas of her clients’ journey.

Rozaida Salazar-Ferrer

Lending Support Specialist

Zai has a strong Customer Service background in the international banking sector. Improving customer satisfaction is paramount to Zai. She is passionate about her clients’ customer service experience. She ensures she covers all facets of the administration process, from first initial contact with us as a potential client, assisting you through all your monetary dealings to achieve your financial goals.

Puja Mishra

Lending Support Specialist

Since joining the mortgage industry in 2024, I have developed hands-on experience across the full loan lifecycle — from initial application through to settlement and beyond. I work closely with clients and broker to assess and structure lending solutions across a wide range of scenarios, including residential and commercial mortgages, trust structures, SMSF lending, car finance, and personal loans.

My background in loan processing means I understand what lenders need to see — and how to present a file that gives clients the best possible chance of approval. I specialise in income assessment for complex scenarios including self-employed borrowers, company directors, alternative documentation, and irregular income sources.

Whether you are purchasing your first home, growing your investment portfolio, or navigating a more complex lending situation, I am here to guide you through every step of the process with clear communication and attention to detail.

Award-Winning Mortgage Broker

Industry recognition is just the tip of our success iceberg.

Here’s What Our Clients Have To Say

      EXCELLENT  
   Based on 18 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Peter Crabbe 
 29/12/2023
 
 
 Trustindex verifies that the original source of the review is Google. Success Finance Solutions (Sarcha & Gershem) helped guide us through buying our first home when we had a very strict timeline which they were able to deliver upon. The information provided by Success Finance Solutions was clear and honest and we had a very pleasant experience. Would highly recommend :).
  
 
      Posted on Google  
   
   Dave Ford 
 29/11/2023
 
 
 Trustindex verifies that the original source of the review is Google. Fantastic team, worked with us to find the right bank for our situation and also gave us a plan for our future goals. Can’t recommend Success Finance Solutions enough.
  
 
      Posted on Google  
   
   Tylar Scott 
 15/11/2023
 
 
 Trustindex verifies that the original source of the review is Google. I have been a customer of Success Finance Solutions for many years and they have always been responsive to my needs.  They have always been available when I have needed them for loan matters.  I had a urgent need for a loan, which they were able to sort out within a few days with minimal fuss and produce a solution that fit perfectly into my financial situation. Big thanks to Sarcha and the team for all their help.
  
 
      Posted on Google  
   
   ABI ANUGRAH 
 08/10/2023
 
 
 Trustindex verifies that the original source of the review is Google. Our sincere thanks  to SUCCESS FINANCE for your invaluable assistance in securing our home loan. Your expertise, dedication, and guidance throughout the process were truly remarkable. We are extremely greatful for your exceptional service Sarcha and team ????
  
 
      Posted on Google  
   
   Steven Charles McCann 
 05/09/2023
 
 
 Trustindex verifies that the original source of the review is Google. Sarcha and Gershem were exceptional in their service from first contact to handover and settlement.

I highly recommend them and they will be my only point of contact for mortgage broker services  moving forward. All communication was prompt and professional throughout the process. Their pro-active personalised level of care was beyond expectation as they kept me informed throughout the process.

Sarcha and Gershem made my first home purchase journey a pleasure as opposed to a chore and I look forward to working with them again in the future!
  
 
      Posted on Google  
   
   Claire Merchant 
 24/02/2023
 
 
 Trustindex verifies that the original source of the review is Google. Sarcha is so amazing and efficient. She made the whole mortgage process smooth and stress-free. Highly recommend!
  
 
      Posted on Google  
   
   Liam Cummins 
 21/12/2022
 
 
 Trustindex verifies that the original source of the review is Google. Very helpful throughout mortgage process!
  
 
      Posted on Google  
   
   David Evans 
 01/06/2022
 
 
 Trustindex verifies that the original source of the review is Google. Our startup company required finance to get up and running... we were desperate to find someone to broker a finance deal!
Then we met Sarcha and Chelsea... what a fantastic team. They have helped us out so much and are truly a delight to do business with.
We even used them for a "challenging" house purchase, and they came through with flying colours.
We shall be working with these wonderful people forever!
  
 
      Posted on Google  
   
   David Powell 
 06/10/2021
 
 
 Trustindex verifies that the original source of the review is Google. My experience with Sarcha and her team has been fantastic throughout.  My requirements were a little complex, and on occasions I was looking to change my plans.  The team were very supportive, always providing answers and alternate options to consider.  Communication was brilliant and I always knew where I stood.  The options on product offering was a great process, giving the pros and cons and also not just looking at the big banks.  I would 100% recommend the service and it’s an easy decision for me next time!
  
 
      Posted on Google  
   
   Brett Troode 
 28/09/2021
 
 
 Trustindex verifies that the original source of the review is Google. Success Finance Solutions were an absolute pleasure to deal with from start to finish. Their communication was clear and they worked hard to find us the right lender for our home loan. I recommend Sarcha and her team to anyone needing a professional finance broker.