Other Financial Services

Not just finance.

Contact Whiteroom Finance today for an obligation-free consultation.

What Our Customers Think:

Nick helped us every step of the way, finding us the best deal for our situation and walking us through the steps, offering guidance when required. The customer service was excellent and we have come out the other side much better off than prior to refinancing. Would highly recommend him if you want a quality, tailored solution for your home loan from someone with your interests genuinely at heart!

Shannon Wood

November 2023

Highly recommend Chris as an excellent broker and Vicki for the final stages of the settlement. They were able to sort out a complicated refinance for me and Chris kept in constant contact with me over the process which took a while.

Steve Incerti

November 2023

I cannot recommend enough the help and service. We have no idea of the processes involved and Kurtis has been more than willing to spare valuable time in guiding us.

Dianne Crisp

November 2023

Nick is amazing at what he does!
Financial stuff can be daunting but Nick made the journey through it all feel like a breeze.
Thank you Nick.

Elle Maxwell

November 2023

This is the second time Whiteroom Finance helped us in securing finance. Karl Baker was a great help both times. He is easy to communicate to, explains in simple English and is very proactive. It was a joy to have someone like Karl to help.

Singh K

September 2023

A huge shoutout to Chris and his team for going above and beyond to help us secure our family home. Their dedication and unwavering support made the process so smooth. Highly recommended!

Client Survey Feeback

August 2023

Most amazing team! we had such issues trying to receive a loan but Whiteroom Finance made it so easy and guided us throughout start to finish would highly recommend, was always there whenever we needed.

Sidoroska S

June 2023

Working with Chris and the team to refinance my mortgage was a smooth and easy process, highly recommend.

Kirk T

June 2023

Been working with Chris since 2016. Very professional and finds the best services to suit each loan, and is there every year to review it for you.

Passmore A

May 2023

Whiteroom Finance have been fantastic in helping my partner and I get our first home loan, and then our second, and they have also been a great help in refinancing these loans. They are professional and quick to respond to all of our emails (even after hours and on weekends). They listened to us and made sure to find suitable lenders that offered the home loan structures that we wanted. An enthusiastic 5 stars for these guys.

Pech A

May 2023

Great experience with Whiteroom Finance all the team is really helpful and supportive. Will be using them again!!

Ellery K

March 2023

Thank you for making the process so easy and as pain free as buying a house can be!

Client Survey Feedback

November 2022

Thank you very much to Chris White and his wife Vicki White from Whiteroom. With all of their hard work they made our goal possible. We are very excited the settlement went through today. Neil and I highly recommend their professionalism, knowledge and their dedication. We had a very awkward situation and Chris with his knowledge was able to reach our goals.

Neil & Kaliope C

September 2022

Chris and the team were able to simplify an unclutter the complex and intimidating process of buying our first home. They were readily accessible throughout the journey and we are ecstatic with the final outcome.

James L

August 2022

Thankyou for all your assistance through this journey, it's been a huge learning curve as a first home buyer, but I'm very thankful to have had your guidance throughout the process!

Dana S

November 2022

How can Whiteroom Finance help?

Whiteroom Finance has the capabilities to assist people at any level of financial security.

Whether you are in the market for a new home or trying to understand your financial position, contact the team with the experience to assist you in your financial journey

Our Partners

At Whiteroom Finance, we have developed strong industry relationships with a range of partners over many years that we can refer you to. Explore the services our partners offer and get in touch if you’d like a referral.

Shield Life Insurance

Shield Life Insurance

Shield Life Insurance works with nine of Australia’s top insurers, offering comprehensive and complimentary 20-minute consultations. These consultations allow the team to customise personal insurance policies, potentially reducing costs.

Fair Healthcare Alliance

Fair Healthcare Alliance

An award-winning health insurance comparison service, Fair Healthcare Alliance functions to reduce your healthcare premiums, while increasing benefits and payouts for the health services you use the most.



TorFX can assist you in getting competitive currency exchange rates when dealing with overseas currencies for money transfers and business transactions.

Meridian Property

Meridian Property

An experienced team with over 50 years in industry, Meridian Property are proud to provide a comprehensive service for residential property investors to help develop successful residential property portfolios.

Aspire Property Advisor Network

Aspire Property Advisor Network

Aspire Property Advisor Network exists to provide property investors with professional, expert advice and unbiased recommendations that are extensively researched – with full end-to-end service.



Lawlab provides fixed-free property conveyancing for buyers and sellers Australia-wide. You can also protect your future and secure your assets using their Wills and Power of Attorney service.

Nectar Asset Finance and Commercial Lending Team

Nectar Asset Finance and Commercial Lending Team

Nectar’s team of expert brokers can help you find the most suitable finance solution – whether it be for your business, a boat or a birthday, let Nectar assist you today!

Nectar Connect

Nectar Connect

Nectar Connect takes the stress out of moving house by offering a free utility connection service with the goal of saving you money and making things easy.

Insurance For All Of Your Needs

Company vehicle

General Insurance

For both your own peace of mind and to meet the conditions of any loan you take, it is important that your assets are insured. Whiteroom Finance can help you access general insurance cover as required, and for more complex needs we can connect you with an insurance broker.

We have partnered with Allianz Insurance to provide you quick and simple cover for your home, contents, car, caravan etc. Whatever you need to insure, Allianz can help.

Click Here to discuss your general insurance requirements

Financial consultation

Income, Life and TPD Insurances & Financial Advice

No one likes to think about it, but it is important that we consider the “What Ifs” in life. Have you got enough protection to maintain your lifestyle in the event something happens? Will you be underinsured once you borrow more money? What if you get sick or injured and are unable to work? Is having cover in your super enough? (hint: probably not!)

Whiteroom Finance can help connect you with the people and organisations that can help restore your peace of mind.

Our partners at Shield Life Insurance can review your current cover, including inside your super, and help you understand your ongoing needs and how to protect them.

Get in touch to arrange a time to discuss Income, Life & TPD insurance

Personal Finance

Wills and Estate Planning

Is your Will up to date? Have you got one at all? What about Power of Attorney and other estate planning strategies? As with insurance, no one likes to think about the what if’s but it is important to share your wishes with your loved ones, and protect them from potentially drawn out probate process in case of your demise.

Our partners at Lawlab have extensive expertise in assisting people to set up and manage their wills and estate planning needs.

Click here to arrange a time to talk through your will and estate planning

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Financial Advice and Superannuation

For many people general advice such as that offered by Shield Life Insurance and Lawlab is a perfect fit for their needs, but for some much more comprehensive financial advice is necessary. This may include management of superannuation investments (including SMSF), investment strategies, more complex estate planning and personal insurance needs, and even family based strategic consulting.

We have strong relationships with a number of financial advisers across WA who we will be very pleased to introduce you to. Which adviser we would refer to you, would depend on your unique needs and personal circumstances.

Click here to arrange a time to chat about your financial advice needs

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Our conveyancer partners at Lawlab offer a comprehensive suite of conveyancing (settlement agent) services. As an online conveyancer, they have developed a simple and secure platform for assisting you with your conveyancing needs.

If you’re looking to buy or sell property, Lawlab’s services are worth considering.

Click here to arrange a quote from Lawlab to suit your needs

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Property Investment Strategies

Are you an active property investor looking for your next purchase? Are you keen to get into the property investment market and looking for information? Or are you simply interested in property investment as a future goal?

We are pleased to have partnered with Meridian Australia, a well-established property investment advisory firm to ensure our clients have access to the support they need in their property journey.

Click here to arrange a call

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Property Valuation

Interested to know your properties current value? We are happy to provide you an RPData property valuation report with our compliments.

These reports can be useful to determine the equity you have available in your property for your own use, for leveraging to purchase an investment asset, or even just getting a better rate from your bank. They can also be a great start to your property buying strategies, but if nothing else it’s just good to know.

Click here to obtain your complimentary RPData property report

People looking at data

Accounting & Bookkeeping

Do you have an accountant? If not, you may not need one. If your income structure includes anything more than PAYG income from a single employer, we suggest at least chatting with an accountant to ensure that you are both meeting your obligations, and not paying too much tax. If you’re self-employed, then we often recommend outsourcing both your bookkeeping and accounting – having the experts help manage this part of your business can be a huge time saver and help protect you and your business from errors that can pop up unexpectedly in years to come.

We have relationships with a number of accounting and bookkeeping providers and will be pleased to introduce you to someone we feel will suit your requirements.

Click here to arrange a chat about your accounting and/or bookkeeping needs

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Credit Score & Repayment History

Do you know your credit score? If you have ever applied for credit, you will have one and it could impact your ability to obtain finance. Have you had credit issues in the past and unsure if they remain evident? Are you thinking about applying for a loan but unsure how credit score and conduct impacts this?

All Australians can obtain one free credit report from Equifax per year. You can also arrange a number of other subscription based services through the Equifax website and we encourage you to review the offerings.

The free report however does not provide a credit score nor some of the other metrics that lenders look for. As such, we always conduct an Equifax Access Seeker enquiry for our clients prior to submitting an application to a lender, just to be sure that no unexpected information arises.

We are very pleased to assist you to obtain this comprehensive report.

Contact Whiteroom Finance today for advice on how to find out your credit score.


Other Services outlined above may be offered by third party providers, and not by Whiteroom Finance directly. There may be commercial terms applicable to any referral Whiteroom Finance may make to a third party. Where possible Whiteroom Finance will disclose the nature and value of such services. In keeping with our Privacy obligations, Whiteroom Finance will not share your information with any third party providers without your consent.

Financial consultation

Other Financial Services F.A.Qs

What Are Financial Services?

Put simply, “financial services” is the broad term used to describe particular activities of financial service providers, such as investment, lending, and management of money and assets.

Financial services are largely customer-focused and based around helping people find financial strategies to meet their individual needs. These services include:

  • Tax consulting and audits
  • Wealth management
  • Financial advice
  • Finance broking
  • Insurance
  • Banking


Whiteroom Finance operates in the finance broking space, providing personalised advice and assistance to help you achieve your financial goals. Although we don’t directly offer assistance in the other areas of financial services, we have a broad network of professional advisers who we work alongside to ensure you get the most appropriate solutions for your situation.


With your personal needs as our primary focus, we develop a depth of understanding about your finances and what you are hoping to achieve. This means when it comes to exploring your finance options, our recommendations are based on knowledge, not assumptions.

What Services Does A Finance Broker Provide?

Your finance broker plays an important role in helping you manage multiple aspects of your financial portfolio. They proactively provide advice on the lending options that are most appropriate to your financial situation, whether you are financing a vehicle, buying a house, or building a business. Your finance broker’s extensive knowledge of the industry helps them deliver solutions tailored specifically to your financial needs and goals.

By engaging a finance broker, such as Whiteroom Finance, you are ensuring your portfolio is managed by a finance professional with vast experience in the finance industry. We offer you a tailored service for all your personal and business finance needs.

What Financial Services Does Whiteroom Finance Provide?

Business Lending

Whiteroom Finance can assist you to access funds to establish, manage or grow your business. This might include purchasing a property, restructuring your existing debt, purchasing capital equipment, or improving cash flow, whatever your business need, Whiteroom Finance can help find the appropriate solutions.

New/Small Business Loans

Whether you have already begun your journey as a small business owner, or aspire to start a new business, understanding your financial options is crucial. Whiteroom Finance can assist you to find the right loan and provider to get your business up and running and keep it running.

Vehicle and Equipment Finance

Financing your vehicle or equipment purchases means you can preserve your cash for working capital. It also means you can pay off your purchases in line with each asset’s depreciation term. Whether you need finance for personal or business needs, Whiteroom Finance offers you vehicle and equipment finance solutions tailored to your situation.

Personal Finance

Personal finance covers everything to do with your individual finances and your financial goals, including saving, investing, and budgeting. Whether it’s upgrading or downsizing your home, investing, buying a car, or taking a holiday, Whiteroom Finance has the knowledge and experience to help you achieve your goals.

Contact Whiteroom Finance today.