YOUR AWARD-WINNING TEAM
How would it feel to have a unified team, each member accomplished in their own role, but under- standing what everyone else is doing at all times, giving you the confidence the whole team is always pulling together in the same direction – your direction?

ABOUT ZIPPY FINANCIAL GROUP

Zippy Financial is a dynamic and enthusiastic team of professionals, dedicated to helping you realise your property dreams. Whether that’s buying your first home, upsizing, re-financing, or investing. We’ve been serving the families of Sydney and beyond since 2015, earning a reputation for our empathic, diligent, and yes, speedy service – in fact our name was the suggestion of one of our very first clients, stunned at the fast and responsive service she received. The culture at Zippy is one of dedication to achieving the very best outcomes for our valued clients, and commitment to delivering exceptional service. We understand that applying for a home loan can be an anxious and stressful time for you and we know that timing can be critical. That’s why every client is assigned a dedicated relationship Manager who will handle your first call and then manage your journey through the whole process.

OUR TEAM
You’ll find us a close-knit team, backed by industry-leading systems that gives every member of our team complete visibility on applications and case files, which means, should you need to con- tact us, whoever happens to take your call will know exactly where you are in the process and will be able to update you.
ABOUT US

But we’re not here to simply arrange your loan. We work closely with you to explore your ‘whole of life goals’ and work strategically to ensure we source exactly the right product and loan structure to meet your needs, and ensure you are well set up in all areas of finance to get there faster. We assist with budgeting and provide you with tools and strategies to help save for that first deposit or pay your loan off sooner. It’s not unusual for us to work with first time buyers for a number of years to help get them in a strong position to buy their first home.
For your convenience, we also collaborate with a carefully curated group of trusted financial services providers, including experts in accountancy, property law, financial / wealth planning, property investment strategy, real estate, and insurance.
We can arrange joint meetings to save you time, and will work seamlessly, as your personal finance team, with your appointed professionals.

Once you become a client you are embraced into what we affectionately call the Zippy ‘financial family”. For us, this is so much more than providing a great service – we share your hopes and dreams and we’re fully invested in your goals. Our 99% customer retention record is a testament to the genuine part- nership we have with our clients.

Arranging your loan with Zippy is no ‘set and forget’ affair. We review and re-price your mortgage in the market biannually and re-negotiate with your lender to ensure you are always on the most competitive rate. We review your strategy regularly with you to ensure your finances fully support your changing needs. So, when we say, we’re “with you for life”, we really mean it.

INDUSTRY RECOGNITION

Over the last few years, Zippy Financial Group has been named WINNER of 27 prestigious awards, in both State and National competitions, and finalist in 42 more. In addition, we are proud to have been recognised as one of the industry’s “Elite Women Brokers” 2022, 2023, and 2024, and the “Most Client-Focused Broker in NSW” in the Corporate Excellence Awards.

OUR STORY

Zippy was established in 2015 by Louisa Sanghera, following a 25-year career in banking. Through experience, Louisa noticed the broking industry was generally lacking in empathy and genuine client-focused care. She saw how exhaustively slow customer service was handled and wanted to breathe new life into what felt like a stale and wearisome industry with a startlingly fast and efficient service, without any compromise on quality and personal attention. Louisa decided to use her expert knowledge and extensive management training to start her own business, and Zippy Financial Group was born.

Louisa is recognised by everyone who knows her as a hardworking and visionary leader. She is very active in the broking industry, regularly speaking at financial events and seminars, and is a sought-after contributor for industry magazines, regional and national press, prominent industry blogs, and TV finance-based news programmes. She is generous with her time, sharing her knowledge in the industry, and training other brokers.
To give Louisa a deeper understanding of the Australian property market, she acquired her real estate licence and is a trained Buyers Agent. And we’re happy to say Louisa is also a big property investor herself, as are most of the Zippy team.
Louisa has come a long way from her early days as a sole broker, building a hand-picked, highly experienced team that shares her vision and dedication to looking after our clients for life.
Contact us now and join our list of happy customers.

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