Boutique finance brokerage specialising in lending solutions for individuals & businesses

ABOUT

JG Lending Solutions is your trusted boutique mortgage and finance brokerage with over 20 years experience in the finance and lending industry. Whether you are an owner occupier, investor, property developer, small business or large corporate, JG Lending Solutions works with you to tailor lending and finance solutions that meet your unique needs.

 

Serving clients Australia wide, we endeavour to find the most suitable solution from a large panel of banks and lenders covering the following areas:     

  •    Property purchases (residential, investment, commercial) 

  •    Refinances

  •    Business finance

  •    Development finance

  •    Non-resident lending

  •    Self-managed super fund (SMSF) lending

 

Our personalised service and customer focused approach ensures that your financial needs are given the care and attention they deserve. 

We know how time poor you are with the demands of daily life, and how frustrated you get with the variety of loan products available out there in the market. 

JG Lending Solutions is here to do the hard work for you or your business, saving you time and effort.
 

Some of these benefits include:

  •   Strong relationships with the banks/lenders

  •   Ability to negotiate fee waivers

  •   Competitive interest rate discounts

  •   Owning the application process and completing the paperwork

  •   Meeting you at a time convenient to you (early, late or weekend) , and at a location of your choice (your 
      home, your work, our office)

 
 

                               ABOUT JODI

JODI GELBART
 

M: 0410 785 066 

E: jodi@jglending.com.au

Credit Representative No: 401585
Authorised under Australian Credit
License No: 389328
With over 20 years' experience in the financial services industry,
Jodi  is highly focused on achieving the most suitable and competitive financial solutions for her clients. Jodi’s attention to detail, together with her tenacity and dedication, ensures that she leaves no stone unturned in looking after the unique needs of our clients.

Jodi is extremely energetic, driven and passionate, as well as professional and efficient in all her dealings. She displays effective and forthright negotiation skills together with commitment and flexibility. Her confidence, persistence and self-motivation are driven by challenges and results, with a reputation as one who “gets the job done”.
 
Jodi places the interests of our clients at the centre of everything she does and this personalised, high touch experience is valued by all who engage her.

Jodi holds a BA, LLB (Honours Law) degree; Certificate IV in Mortgage Broking; and a Diploma in Mortgage Broking and Financial Services.

Jodi enjoys travelling, watching movies, listening to music and most importantly spending time with her two sons. She loves exercising and keeping fit, is somewhat of a coffee snob and has a weak
spot for good gin.  
 
REFINANCE

 

Paying too much interest?

Dissatisfied with the service your lender is giving you?

We assist with a smooth transition as you refinance from one lender

to another.

Be it for your home or your business, we source the most competitive options for you, as well as take ownership of the refinance process every step of the way. 

COMMERCIAL PROPERTY

 

Whether you are seeking to purchase a commercial property for investment or owner occupied purposes, we assist in the following areas: finding the most suitable finance products; advising on the ownership/borrowing structure; guidance on the tenancy schedule and income flow for serviceability purposes.

RESIDENTIAL PROPERTY

 

Whether you are a high net-worth individual, salaried employee, an investor seeking your next investment, or you simply want to purchase a home, we will help you find and fund your opportunities with minimal delays.

WOMEN IN FOCUS

 

Jodi is passionate about assisting women in understanding and managing their financial needs. Regardless of generation and "status" (divorced, widowed, single) Jodi prides herself on

what women need by engaging

a practical approach with an emotional understanding.

 

If there is a need, Jodi works together with key specialist advisors, who share the same

core values and professionalism, to provide a holistic approach to all aspects of your finances.

BUSINESS FINANCE

 

Whether you are looking to buy new equipment, upgrade your premises, manage your monthly cash flow or grow your business, we source the funding options to help your business thrive.

 

Regardless of the size of your business we will work with you and your team to understand your business and find the most suitable solution based on your requirements.

 

WHAT OUR CLIENTS SAY 

"I was always under the impression that “Mortgage brokers” were only for people who required residential property finance. Jodi convinced me to give her a go at financing the purchase of a commercial property. I found the rates she was able to obtain were better than I could obtain myself but more importantly she handled all the paperwork, the negotiations with the valuers, the bank and the banks back offices. She prepared the credit submission for the bank - saving me hours of frustrating form filling - and knew who to talk to when the inevitable glitches occurred. She gave me different options on the financing from which I chose what I considered most suitable.My commercial property purchase was settled yesterday - with finance arranged by Jodi from JG Lending Solutions. I would have no hesitation to use her again for similar projects and I would have no hesitation to recommend her to anybody else with similar finance needs."


Jim K (commercial property investor)

"Jodi has been a fantastic partner in both personal lending and Business Financing. With my personal loans, Jodi has secured a substantial discount from my existing lender, saving me money on our home loan. From a business perspective, Jodi has restructured my finances to both save money on our existing business debt and prepare my business for further lending to expand our business. Jodi takes the time to get to know you and your different requirements for financing. It is great to work with a partner that cares about the outcome and never gives up finding the best solution for your individual needs. I have no hesitation in recommending the services of Jodi to anyone.”

Jason  - Crust Gourmet Pizza – Gladesville

"Jodi assisted me in initially financing and then refinancing my clinic. She takes service and efficiency to a new level and the process was seamless and stress free. I can not recommend Jodi highly enough and will use her expertise for all future ventures".


Owner of holistic clinic

"Jodi,  you are obviously very well connected with a multitude of lenders  

and your attitude and the way you conduct yourself  is impeccable. 

Your attention to detail is also paramount. Many times I have borrowed

funds from other lenders who came back and forward so many times to get different information. You had all your questions and forms in the first meeting. This saved a lot of time. In short Jodi, going forward you would always be my first approach  for commercial / industrial loans and I thank you for your eager and fresh attitude”.
 

Michael (Commercial property investor, Alexandria NSW)
 

"Jodi is supremely organised and was available to speak to about my financial matter. Our mortgage was organised with minimal issue because Jodi was seeking the best product for my partner and I. We had purchased off the plan which made things a little more complicated. Jodi puts her client’s needs first, she is easy to contact and she explains things well. 

I would have absolutely no hesitation in recommending Jodi to any of

my family or friends. She is highly personable and I felt guided and supported along the way"

J Madigan (home owner)

"Jodi has assisted in respect of a number of projects and facilities. In short she is highly intelligent , capable, proactive and a problem solver. She has my recommendation and endorsement without hesitation".


Alex (business executive)

"Twice during the last few years Jodi has sourced and arranged a great deal on a Mortgage for my home.  Besides the service being phenomenal, Jodi is professional, responsive, fast and efficient.  JODI DID ALL THE PAPERWORK!!!!!!  and she definitely doesn’t take ‘NO!’ for an answer from the Banks.  She knows exactly how to navigate bureaucratic and inefficient process.  Did I mention she does all the paperwork??? 

Jodi also went above and beyond to resolve an issue where the loan wasn’t implemented as per the agreement, well beyond the ‘sales’ period.  I will happily remain a loyal customer and will be back shortly for an Investment loan".
 

Melanie (professional)

 
 

We are here to help and would welcome the opportunity to have a confidential discussion about your finances and lending requirements.


Jodi Gelbart trading as JG Lending Solutions
ABN 63 012 770 012

PO Box 709, Rose Bay NSW 2029
Australian Credit License No.: 389328
Credit Representative No. 401585

Alternatively use the contact form below to get in touch.

At JG Lending Solutions we adhere to the highest professional and ethical standards.
Credit representative 401585 is  authorised under Australian Credit Licence 389328 (held through Connective Credit Services Pty Ltd).
JG Lending Solutions is committed to responsible lending and being totally transparent with our clients on every level.
Your full financial situation would need to be reviewed prior to acceptance of any offer or product

 

We always work hard to build strong and lasting relationships with our valued customers. By listening to your feedback, not only can we address any immediate concerns you may have, we will also continually improve our products and services.

We know there are times when you may wish to compliment us on something we have done well and other times when you may wish to tell us we have not met your expectations. If you have any concerns or complaints please contact us at jodi@jglending.com.au

Jodi is an accredited broker and member of MFAA
www.mfaa.com.au

COSL Membership
The Credit Ombudsman Service Limited (COSL) is the external dispute resolution (EDR) scheme for the financial services industry, approved by the Australian Securities and Investments Commission (ASIC).
The Credit Ombudsman Service provides an accessible and independent dispute resolution service as an alternative to legal proceedings for resolving complaints with a Member. Members include credit unions and building societies, non-bank lenders, mortgage and finance brokers, financial planners and a wide range of other financial services and product providers.

www.cio.org.au

 

Privacy Policy
We respect your privacy

Jodi Gelbart trading as JG Lending Solutions respects your right to privacy and is committed to safeguarding the privacy of our customers and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information. “Personal information” is information we hold which is identifiable as being about you.
 

Collection of personal information

Jodi Gelbart trading as JG Lending Solutions will, from time to time, receive and store personal information you enter onto our website, provided to us directly or given to us in other forms.

You may provide basic information such as your name, phone number, address and email address to enable us to send information, provide updates and process your product or service order. We may collect additional information at other times, including but not limited to, when you provide feedback, when you provide information about your personal or business affairs, change your content or email preference, respond to surveys and/or promotions, provide financial or credit card information, or communicate with our customer support.

Additionally, we may also collect any other information you provide while interacting with us.

We also use your information to send you requested product information and to enable us to manage your ongoing relationship with us e.g. invoicing, client surveys etc. We may do so by mail or electronically unless you tell us that you do not wish to receive electronic communications.

We may occasionally notify you about promotions, new services and special offers, events or articles we think will be of interest to you. We may send you regular updates by email or by post. If you would rather not receive this information, email or write to us. We may also use your information internally to help us improve our services and help resolve any problems.
 

What if you don’t provide some information to us?

If you don’t provide us with full information, we can’t properly advise or assist you with your credit needs.
 

Use of your personal information

Jodi Gelbart trading as JG Lending Solutions may use personal information collected from you to provide you with information, updates and our services. We may also make you aware of new and additional products, services and opportunities available to you. We may use your personal information to improve our products and services and better understand your needs.

We may receive personal information from third parties. If we do, we will protect it as set out in this Privacy Policy.

We may contact you by a variety of measures including, but not limited to telephone, email, sms or mail.  We do not sell, trade or rent your personal information to others.
 

Disclosure of your personal information

We do not sell, trade, or rent your personal information to others.

We may need to provide your information to our credit licensee e.g. for administration and supervision activities, contractors who supply services to us e.g. to handle mailings on our behalf, or to other companies in the event of a corporate sale, merger, re-organisation, dissolution or similar event.  However, we will do our best to ensure that they protect your information in the same way that we do. We may also provide your information to others if we are required to do so by law or under some unusual other circumstances which the Privacy Act permits.
 

Security of your personal information

Jodi Gelbart trading as JG Lending Solutions is committed to ensuring that the information you provide to us is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure information and protect it from misuse, interference, loss and unauthorised access, modification and disclosure.

The transmission and exchange of information is carried out at your own risk. We cannot guarantee the security of any information that you transmit to us, or receive from us. Although we take measures to safeguard against unauthorised disclosures of information, we cannot assure you that personal information that we collect will not be disclosed in a manner that is inconsistent with this Privacy Policy.

If there is a change of control in our business or a sale or transfer of business assets, we reserve the right to transfer to the extent permissible at law our user databases, together with any personal information and non-personal information contained in those databases. This information may be disclosed to a potential purchaser under an agreement to maintain confidentiality. We would seek to only disclose information in good faith and where required by any of the above circumstances.

By providing us with personal information, you consent to the terms of this Privacy Policy and the types of disclosure covered by this Policy. Where we disclose your personal information to third parties, we will request that the third party follow this Policy regarding handling your personal information.
 

Complaints about privacy

If you have any complaints about our privacy practices, please feel free to send in details of your complaints to PO Box 709, Rose Bay NSW 2029, Australia. We take complaints very seriously and will respond shortly after receiving written notice of your complaint.
 

Changes to Privacy Policy

Please be aware that we may change this Privacy Policy in the future. We may modify this Policy at any time, in our sole discretion and all modifications will be effective immediately upon our posting of the modifications on our website or notice board. Please check back from time to time to review our Privacy Policy.

Access to your personal information

You may request details of personal information that we hold about you in accordance with the provisions of the Privacy Act 1988(Cth). A small administrative fee may be payable for the provision of information. If you would like a copy of the information which we hold about you, or believe that any information we hold on you is inaccurate, out of date, incomplete, irrelevant or misleading, please email us at jodi@jglending.com.au

We reserve the right to refuse to provide you with information that we hold about you, in certain circumstances set out in the Privacy Act.

Please be aware that Jodi Gelbart trading as JG Lending Solutions is not responsible for the privacy practices of other such websites. We encourage our users to be aware, when they leave our website, to read the privacy statements of each and every website that collects personal identifiable information.
 

Your consent

By asking us to assist with your credit needs, you consent to the collection and use of the information you have provided to us for the purposes described above.
 

Tell us what you think

We welcome your questions and comments about privacy. If you have any concerns or complaints, please contact us at: jodi@jglending.com.au