Innovative Lending Solutions
40+ lenders accessed
Direct broker access
Australian Credit Licence #387856
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About Wood & Weiss

Innovative lending,
delivered by real brokers.

Wood & Weiss Finance is a Melbourne-based mortgage and finance brokerage for property investors, self-employed professionals and business owners. We pair modern technology with human judgement — so our clients get faster comparisons, better strategy, and a real broker who knows their file.

Book a Strategy Call → Call (03) 9967 1678

At a glance

Lenders accessed40 +
Average client rating5.0 ★
Director-handled files100 %
Free strategy call30 min

Melbourne-based · Australia-wide service · Real broker access.

Our story

Built on the belief that lending should think.

Most lending is transactional — find a rate, fill the forms, sign the contract. We do it differently.

Wood & Weiss Finance was founded on a simple observation: the lending market is full of comparison and form-filling, but short on actual strategy. Most brokers will find you a competitive rate. Few will help you structure your loan to support a 20-year wealth plan.

We built this brokerage for clients whose financial situations don't fit a simple template. Property investors building portfolios. Self-employed professionals whose tax returns understate their real income. Business owners juggling commercial property, working capital and personal lending. High-net-worth clients with trust structures, complex ownership, multi-property holdings.

For these clients, the difference between a competent broker and an exceptional one isn't the rate — it's the structure, the lender match, and the long-term thinking. That's where we focus.

Innovative lending solutions. Real broker access. Long-term partnership.

How we work

Four principles that shape every file.

Honest, direct, and structured for your long-term position — not just the next transaction.

①

Director on every file

You speak with Jeff or Moishe directly. Every file is handled by a co-director, every time. No juniors, no handoffs, no call centres.

②

Honesty over commission

If refinancing isn't worth it, we say so. If your existing lender is the right answer, we say so. Our job is your long-term outcome, not our short-term commission.

③

Structure-first thinking

Rate matters, but structure compounds. Loan splits, offset accounts, fixed/variable mix, tax-aware setup — we build the loan for the long picture.

④

Technology for speed, humans for judgement

We use modern systems to streamline document collection, lender comparison and tracking. Strategy and judgement stay with your broker.

⑤

Long-term relationship

Most clients stay with us across multiple properties, refinances, business stages. We invest in the relationship for the 20-year view.

⑥

Beyond the loan

Conveyancing, accounting, insurance, legal — we work alongside trusted partners so you don't cobble together the team yourself.

The team

Meet the co-directors.

Two principals. Direct access. No call centres, no junior handoffs.

Jeff Wood — Co-Director, Senior Finance Broker and Investment Property Advisor

Jeff Wood

Co-Director · Senior Finance Broker and Investment Property Advisor

A seasoned professional at the helm of our company, Jeff brings deep expertise as a Senior Finance Broker and Investment Property Advisor. He is committed to empowering individuals to reach their financial aspirations.

An active property investor himself, Jeff specialises in first-time investors and tailored acquisition strategy. He focuses on aligning loan structure to long-term goals — so today's loan supports tomorrow's portfolio.

SMSF
Construction Loans
Commercial Loans
Asset Finance
Property Investment
First-Time Investors
Portfolio Strategy
Acquisition Advisory
Moishe Weiss — Co-Director, Senior Finance Broker

Moishe Weiss

Co-Director · Senior Finance Broker

Highly analytical with a background in non-conforming lending, Moishe is committed to delivering optimal results for our clients. He brings a wealth of experience across all areas of residential lending — ensuring comprehensive solutions tailored to unique needs.

Moishe specialises in self-employed clients, small business owners and HNW professionals. Beyond finance, he is a devoted family man, sharing life with his wife and four young children. In his downtime, he channels his past love for sports as an avid soccer dad.

Self-Employed
Non-Conforming
High Net Worth Lending
Business Owners
Our partners

A network of trusted specialists.

We work alongside specialists across accounting, conveyancing and insurance — so our clients get a complete team without having to assemble it themselves.

Elite Accounting Solutions Accounting & Tax Fastrack Conveyancing Conveyancing Ogle Advisers Life Insurance

Partner introductions are made when relevant to your matter. All partners selected on merit; no kickback arrangements.

FAQ

About Wood & Weiss — common questions

Do you charge fees for your service?
+
For most residential home loans there is no fee to you — we are paid a commission by the lender. Any fee on complex or commercial work is disclosed to you upfront. See our Credit Guide for details.
How many lenders do you compare?
+
We have access to a panel of more than 40 lenders, from the major banks to customer-owned banks and specialist non-bank lenders.
Will I deal with a broker directly?
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Yes. Every file is handled directly by Jeff or Moishe — not passed to a call centre or processing team.
Do you only work with clients in Melbourne?
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We are Melbourne-based but work with clients across Australia. Most of the process can be handled remotely by phone, email and secure document upload.
What makes a self-employed or complex application different?
+
Lenders assess self-employed and complex income very differently, and their policies vary widely. We specialise in matching self-employed borrowers, multiple-entity structures and investors to the lender most likely to approve and price the deal well.
Book a call

Talk to a real broker. Today.

30 minutes with Jeff or Moishe. We'll review your position, map your options across 40+ lenders, and give you a clear next step. No script. No upsell.

  • 30-minute strategy call (phone or video)
  • Borrowing position review and lender matching
  • Written follow-up with clear next steps
  • Direct director access — Jeff or Moishe handles your file

Pick a time that suits you

Jump into our live booking calendar and lock in a 30-minute strategy call with Jeff or Moishe — phone or video, whenever works for you.

Book a Call →
Opens book.woodandweiss.com.au · secure online scheduling

Ready to make a move?

Book a 30-minute strategy call. Free. No obligation. Talk to a real broker today.

Book Strategy Call → Call (03) 9967 1678