Meet your Finance and Mortgage Broking team in Melbourne

With over 18 years of experience across financial services, insurance, and consulting including leadership roles at global firms and a Big 4 consultancy - Preet founded Grow & Co Finance to deliver something different: a relationship-first, results-driven approach to broking. As an award-winning broker and founder of an award-winning brokerage, she's proud to pair deep industry insight with genuine care for every client. Whether you’re buying your first home or building an investment portfolio, she is here to guide you with integrity, strategy, and a commitment that lasts long after settlement. Outside of work, you’ll find her spending time with family including her two much-loved dogs or getting lost in a great crime series.

Courtney is a Senior Mortgage Broker at Grow & Co Finance, specialising in complex lending — from self-employed clients to trust and SMSF structures. With extensive experience across residential, commercial, and asset finance, she brings deep technical knowledge and a calm, solution-focused approach to every scenario. Known for her caring and supportive nature, Courtney goes above and beyond to guide clients through the process seamlessly, lifting the burden and making even the most complicated deals feel easy. Outside the office, you'll find her at almost every Hawthorn game or hanging out with her beloved rottweiler, Suki.

Adrian brings years of experience as a Credit Analyst, with a strong track record of helping clients across a wide range of lending needs. Known for a calm, clear, and client-first approach, Adrian takes the time to truly listen - ensuring every client feels heard, understood, and empowered in their decisions. A strong believer in educating clients, he focuses on guiding clients with personalised advice that aligns with their unique goals and dreams. Outside of work, Adrian stays active, and that energy and discipline carry over into every aspect of his professional life. Clients appreciate his dedication, positivity, and ability to make the lending process feel less overwhelming - and even enjoyable.

Lisa brings over 10 years of client service experience and has the expertise to ensure seamless mortgage settlements for our clients. With a dedication to exceptional service, Lisa navigates the complexities of the settlement process with ease by engaging all parties involved including banks and conveyancers. Outside of work, Lisa is a passionate soccer mum dedicating time to support her children. Her active involvement in the community reflects her nurturing and supportive nature, qualities that shine in her professional interactions. Lisa's professionalism and expertise make her an invaluable asset to our team.

Lara is our Client Service Manager at Grow & Co Finance and the go-to person for making sure every client feels fully supported from start to finish. With over six years of experience in lending support, she’s known for doing whatever it takes - chasing up banks, liaising with conveyancers, agents (and anyone else) to keep things moving and deliver the best outcomes, fast. Highly efficient, technically sharp, and creatively talented, Lara also brings a great sense of humour and a “nothing’s too hard” attitude to the team. She’s always ready to jump in wherever needed, making her an invaluable part of the client journey. When she’s not keeping everything running smoothly behind the scenes, she’s likely at a concert, binging Marvel movies, or hunting down a great place to eat.

Zi is part of our Client Support Team at Grow & Co Finance, working diligently behind the scenes to ensure that every application is prepared with precision and efficiency. Known for his positive attitude and unwavering willingness to assist wherever needed, Zi is a truly valued member of the team. When he's not supporting clients, Zi channels his creativity as a talented tattoo artist on the weekends and is a huge fan of the Marvel Cinematic Universe.

Lot is a Senior Mortgage Broker at Grow & Co Finance, specialising in investment lending and strategic debt structuring. With a strong focus on helping clients build wealth through property, Lot works closely with new and experienced investors, as well as self-employed clients and enjoys the process of managing complex refinance scenarios. He brings deep financial insight into every conversation, highlighting how loan decisions impact cash flow, equity, and long-term lifestyle. Known for his attention to detail and genuine commitment to his clients’ goals, Lot always goes the extra mile to create a smooth, transparent, and empowering experience. He holds a Master of Finance, and outside the office, you’ll find him playing football or catching the latest blockbuster at the cinema, usually both on the same weekend.