Your Trusted Financial Partner
At Wood & Weiss, our commitment lies in providing innovative financial solutions that empower you to achieve your goals. Fusing technology and a common-sense approach, we aim to provide you with a seamless experience tailored to your unique financial aspirations.
The Values we live by
INNOVATION
Client Experience
We are commited to delivering a remarkable customer experience. We believe in truely listening to our clients, understanding their unique needs, and leveraging technology to simplify their journey, all while maintaining a strong human connection.
Technology
We leverage technology to streamline lending for speed and convenience, combining advancements with a personalized approach. Your financial journey with us values efficiency without compromising the human touch.
Financial Partner
We aim to be more than service providers; we want to be your trusted partner in financial success. Whether it's upgrading a family home, expanding an investment portfolio, securing commercial finance, or exploring private funding options, we will guide our clients every step of the way.
Wealth Creation
We're dedicated to helping clients grow wealth through expertly crafted investment strategies and essential financial solutions. At Wood & Weiss, our goal is to empower you with the tools and support to turn your financial aspirations into reality.
services WE offer:
- First Home Buyer
- Next Home Buyer
- Refinancing / Repricing
- Construction Finance
- Non-Conforming Lending
Property Investment:
- Investment Planning
- Investment Advice
- Commercial & Business Lending
- Non-Conforming Lending
Specialised LENDING:
- Self-Employed Finance
- Small Business Owners
- Home Loans for Professionals
- Self-Managed Superfund Loans
- Property Portfolios
Our team
CRN: # 370591
Jeff Wood
Co-Director
Senior Mortgage Consultant & Investment Property Advisor
A seasoned professional at the helm of our company, who brings a wealth of expertise as a Property Investment Advisor and Senior Mortgage Consultant. His commitment to empowering individuals to reach their financial aspirations is truly remarkable.
With an intimate understanding of the intricacies of the property market, he stands out as a luminary who has not only invested in numerous properties but has also witnessed their remarkable appreciation, boasting an impressive growth of over 250%. Beyond his professional prowess, he is driven by a profound dedication to securing the future of his extensive family through an astute property portfolio.
Passionate about fostering the growth of aspiring investors, our co-director takes delight in guiding first-time investors through the labyrinth of property acquisition. His hands-on approach is evident in his ability to tailor individual investment strategies, taking into account each client’s unique goals, budget constraints, and risk tolerance.
In essence, our Jeff is not merely a leader in the property and mortgage arena; he is a compassionate mentor committed to realizing the financial dreams of our clients, one tailored investment strategy at a time.
CRN: # 507702
Moishe Weiss
Co-Director
Senior Mortgage Consultant
With a highly analytical and organized approach, Moishe is committed to
delivering optimal results to clients at Wood & Weiss. His focus extends
beyond one-off transactions; Moishe’s primary goal is to efficiently assist
clients in achieving their long-term financial objectives.
Moishe excels with a keen eye for detail, outstanding analytical
ability, and a stellar problem-solving mindset, grounded in a background in
non-conforming lending. As a finance and mortgage broker, he specializes in
guiding self-employed clients, small business owners, sophisticated investors with
expanding property portfolios, and high-net-worth professionals in developing
strategic property plans. Moishe brings a wealth of experience across all areas
of residential lending, ensuring comprehensive solutions tailored to unique
needs.
Beyond finance, Moishe is a devoted family man, sharing life’s joys
with his wonderful wife and four young children. In his downtime, he channels
his past love for sports as an avid soccer dad, relishing in the progress of
his kids’ sporting journeys.
At Wood & Weiss, Moishe leverages industry-leading expertise,
transforming your financial aspirations into reality.
Have Questions?
Please feel free to call or email us. or use our contact form to get in touch with us.
We Look forward to hearing from you!
