Get clear guidance from a financial planner and mortgage broker who helps you understand your options, plan your next steps, and build a future you feel confident about, from investing and securing the right home loan to planning your long-term goals.
Get advice and solutions specific to your needs and goals. Take charge of your financial situation today.
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As one of Melbourne’s trusted financial planners, our 360 Financial Strategists help Australians take control of their financial future with clear, connected financial planning and lending advice. We combine financial advisory services, wealth creation strategies, retirement planning, and mortgage broking, all in the one place, so you get a complete picture of your financial world.
Our team believes great advice should feel simple and supportive. That’s why we take the time to understand your goals, explain your options clearly, and build a personalised plan that gives you confidence at every step. Whether you’re starting out, building wealth, or preparing for the next stage of life, we’re here to help you move forward with certainty.
We work with Australians who are ready to take control of their money and want more than just generic advice or a quick loan approval.
To us, it doesn’t matter if you’re growing a family, building wealth, buying your first home or preparing for retirement; we help you make smart financial decisions that support your whole life and not just your next transaction.
Our clients include working families juggling mortgages, kids, and long-term goals; professionals earning well but unsure how to invest or plan ahead; and business owners needing structure across their personal and business finances. We also work with first-home buyers looking for clear guidance, and individuals who’ve done okay so far, but want more clarity, strategy, and momentum.
If you’re ready to simplify your financial world and make real progress, we’re here to help.
When you want to level-up as an investor and you’ve got surplus cash to dedicate to an investment strategy
When you’re starting a family or putting intergenerational wealth plans in place
When you’re buying a house for the first time
When you’re looking to create a strategy for building wealth through property investment
When you’re making key decisions in your business and the finances matter
When you’re focusing on your retirement plan
The ultimate aim is to minimise debt and taxes and create wealth over time through passive income. Ultimately, with a clear, focused financial strategy in place, we’ll free up your time so you can focus on what means the most to you.
We start with a 15-minute chat to understand where you’re at, what’s on your mind, and if we’re the right fit to help.
We take a closer look at your current position, define your goals, and uncover opportunities to improve your financial setup. It’s all about helping you understand what’s working, what’s not, and where to focus next.
Our in-house team designs practical, personalised strategies across cash flow, debt, investing, insurance, superannuation, and more, all based around your life, your needs, your goals, and your timeline.
We get to work putting your plan into action. From setting up structures to working with lenders or insurers, we handle the heavy lifting so you can move forward quickly and with confidence.
Your plan evolves as life does. We stay in touch to review your progress, refine your strategies, and make sure your financial world stays aligned with your goals.
We’ll start with a quick chat and gather your documents to understand your goals and determine your borrowing capacity. Then we compare loans from dozens of lenders to find the right fit, fast.
Once we’ve identified the right option, we present you with the solution and then lodge your application, often within 24 hours. You’ll then receive conditional pre-approval so you can start house-hunting or planning with confidence.
After your property is chosen and all lender conditions are met, you’ll receive unconditional (full) approval. At this point, your finance is officially locked in.
We help you review, sign, and return your mortgage documents and work closely with your conveyancer or solicitor to ensure settlement runs smoothly.
Our brokers help you get the loan and keep it sharp. Every six months, we check your interest rate and negotiate with your lender if the market’s moved, so you’re never paying more than you should.
Great service and support. Mish and his team were fantastic to deal with and provided support along the whole process, even calling after hours or weekends when availability suited. I highly would recommend his financial services and loan support to friends and family.
Mish made the home-buying process significantly more manageable. He consistently demonstrated professionalism, friendliness, prompt responsiveness, and a willingness to accommodate our needs.
I highly recommend Mish for his strong commitment, knowledge and exceptional service.
We recently purchased a commercial property, and while there were a few challenges along the way, Mish and Billy were a fantastic team, working seamlessly together as my mortgage broker and financial planner. Their expertise, patience, and proactive communication made a complex process much easier, and they helped me achieve the outcome I was aiming for. I can’t recommend Mish and Billy highly enough for anyone looking for dedicated, professional support in property finance and planning.
My partner and I cannot recommend Mish and the team at 360 Financial Strategies highly enough! They were an absolute pleasure to work with from our very first conversation right up to the day we received the keys to our new home.
We knew very little about the mortgage process going in, but thankfully Mish made it feel easy. Him and the team were professional, friendly and incredibly knowledgeable, answering all of our questions and supporting us throughout the entire journey. Going above and beyond by even introducing us to Conveyancers etc.
If you’re looking for a mortgage broker who genuinely cares and will go above and beyond to help you – I cannot recommend Mish and 360 Financial Strategists highly enough! Big thank you for helping get us into our first home!
A huge shoutout to Mish, Gee, and Nicole, what an incredible team! As a first home buyer, the whole process felt really daunting and overwhelming at first, but working with Mish and the team completely changed that. They were an absolute pleasure to deal with from start to finish. They explained everything so clearly and patiently, and were always there to check in and answer the million questions I had along the way. Their communication was fantastic, and they made sure I felt supported and confident at every step. They truly went above and beyond to ensure everything went smoothly, and I couldn’t be more grateful for their help. I honestly cannot recommend them enough!
Working with Daniel Mashta was a total game changer. After dealing with mediocre mortgage brokers, Daniel’s level of service was a breath of fresh air. He was incredibly reliable and consistently over delivered at every stage of the process. His communication was flawless, we were never left wondering where things stood. Most importantly, the results were amazing and exceeded our expectations. If you want a stress free loan process, Daniel is the person to call. Thank you so much!
Mish and the team allowed me to have an incredibly positive experience throughout the purchase of my property. They were incredibly helpful all the way through and managed to meet some very tight timeframes without any issues. All of my queries and concerns were answered promptly, and they were always available, which made a tricky process so much easier. They also referred me to a conveyancer who was equally helpful and efficient. I wouldn’t hesitate to recommend them to anyone looking for reliable and responsive financial and mortgage advice.
Mish has been absolutely awesome to work with. From our very first meeting, he made us feel comfortable and confident about our financial situation. He genuinely cared about us and our goals, and it was clear from day one that he truly wanted the best outcome for us.
He took the time to explain everything clearly, put things into perspective, and helped us see what was possible. Thanks to his guidance and support, we were able to secure a loan for our first home.
Mish’s caring and down-to-earth approach made the whole process so much easier. He believed in us and that made a huge difference. He’s also been incredibly responsive and easy to communicate with, always happy to help and quick to reply to any questions.
We can’t thank him enough for all he’s done for us, and we’d highly recommend Mish to anyone looking for a financial adviser who genuinely cares and goes above and beyond.
Mish and his whole team have been fantastic! Communication is above and beyond and so knowledgeable! The dedication Mish, Cira and the whole teamed showed was absolutely fantastic! They made the process so much easier and everything was handled smoothly, promptly and professionally. We can’t recommend them enough! We were blown away by Mish’s knowledge and the communication was absolutely fantastic and above and beyond which was great as first time buyers!
Mish is extremely knowledgeable in his field.
As a first home buyer this made me feel at ease and confident that I was in the right hands.
He made sure our experience was stress free and everything was managed in a timely manner.
Communication was outstanding, the entire process was flawless!
I would highly recommended his services and would happily return as a client.
Thanks for your dedication to getting us into our first home Mish.
Access financial videos & information to boost your knowledge with 360 Financial Strategists. Select an alternative option to begin your financial journey.
Hosted by our very own financial planners, Billy Amiridis and Andrew Nicolaou, each weekly episode breaks down the money topics that matter most. From investing and cash flow to buying your first home or planning for retirement, you’ll walk away with clear, practical insights to help you make smarter decisions with your money.
Billy
Podcast Host – Financial Adviser
Andrew
Podcast Host – Financial Adviser
A financial planner helps you make smarter decisions with your money, whether that’s managing cash flow, reducing debt, investing, protecting your family, or planning for retirement. At 360FS, we take a whole-of-life approach that connects every part of your financial world.
Yes, our 15-minute Clarity Call is completely free and obligation-free. It’s a chance to understand your situation, answer your questions, and see if we’re the right fit to help.
Not at all. While we’re based in Camberwell, we work with clients all over Australia via virtual meetings. Many of our clients prefer the flexibility of online advice and check-ins.
Absolutely. That’s what makes us different. Our mortgage brokers and financial planners work together under one roof, so your lending strategy always supports your bigger financial goals.
Yes. Most people do, but that doesn’t mean it’s set up correctly or working as hard as it could be. We’ll review what you’ve got, simplify where we can, and help you get better results with less stress. Plus, we may identify areas of your financial life that need focus and attention that you may not have considered.
That’s totally okay. We offer smaller, topic-specific advice options, like mini financial plans, to help you take the first step at your own pace. It’s a great way to get started without feeling overwhelmed.
Three experts, one strategy. Get advice and solutions specific to your needs and goals. Take charge of your financial situation today
Access financial videos & information to boost your knowledge with 360 Financial Strategists. Select an alternative option to begin your financial journey.
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