2025 Sydney Seminar

Building wealth and protecting your children

When most Australians think about getting a home loan, they usually picture walking into one of the Big Four banks. But in today’s lending environment, that traditional route is just one of many—and often not the most flexible or cost-effective.

With rising interest rates, tougher serviceability requirements, and varying credit policies creating roadblocks for borrowers, the role of a mortgage broker has never been more important.

The good news? There’s a whole ecosystem of lenders beyond the majors—especially non-bank lenders—offering smarter, more personalised solutions.


🏦 Who Are Non-Bank Lenders?

Non-bank lenders are financial institutions that:

  • Don’t hold a banking licence

  • Don’t take customer deposits

  • Are still regulated under the same credit laws as banks

They often offer:

  • Faster approval times

  • Greater flexibility

  • More lenient documentation requirements

These lenders raise capital from wholesale sources and often pass on savings to borrowers. They’ve become especially popular with clients who may not meet every criterion on a major bank’s checklist.


✅ Who Can Benefit from Non-Bank Lending?

👷‍♂️ Self-Employed Borrowers

If you run your own business or don’t have regular payslips, non-bank lenders may accept:

  • BAS statements

  • Accountant declarations

  • Business bank statements

This allows a more holistic view of your income.


⚠️ Credit-Impaired Borrowers

A missed bill or short-term setback doesn’t have to mean a rejection.
Many non-bank lenders specialise in helping borrowers with:

  • Minor credit defaults

  • Short-term financial difficulties

  • Previous loan rejections


👵 Older Borrowers or Pre-Retirees

Traditional banks can be overly cautious with older applicants.
Non-bank lenders may consider:

  • Asset-rich borrowers

  • Exit strategies

  • Repayment buffers

This helps demonstrate long-term loan viability.


🏘️ Investors with Complex Portfolios

Have multiple properties or income sources?
Non-bank lenders are better equipped to:

  • Understand diverse income streams

  • Review complex ownership structures

  • Offer tailored solutions for sophisticated investors


🔍 Why It Pays to Look Beyond the Banks

Rates are important—but they’re not the only factor.

Other critical considerations include:

  • Loan approval speed

  • Loan features and flexibility

  • Service levels and digital experience

Non-bank lenders are excelling in many of these areas, often delivering:

  • Faster processing

  • Direct support

  • Better fit for non-standard borrowers


👨‍💼 How a Mortgage Broker Can Help

A mortgage broker can compare options from 30+ lenders, including both banks and non-banks.
They’ll help match you to a product that suits your circumstances—not just what the bank wants to offer.


💬 Final Thoughts

Whether you’re a:

  • First home buyer

  • Home upgrader

  • Refinancer

Working with a broker expands your options far beyond the Big Four.

Don’t assume the best home loan is the one you’ve already heard of—sometimes, it’s the one you haven’t.

📞 Speak to the SWU Group credit advisory team today to explore your full range of lending solutions: financialsuccess@simonwu.com.au