ENHANCE YOUR FINANCIAL WELLBEING 

ABOUT US

Regal Oak aims to provide you and your business with outstanding finance and insurance services to secure and enhance your financial wellbeing.

Our company prides itself in assisting with tailoring and securing the best possible finance and insurance packages from a large number of financial providers.

Meet The Team
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Our principal, Steven Kuan has over 25 years of banking experience. He has been successful in enhancing the wellbeing of many individuals and corporate entities. Steven has extensive experience in relationship building and management.  He has a vast network of professional connections to assist you and your business in both finance and insurance. He specialises in providing:

  • Home loans

  • Commercial property loans

  • Small business, SME and corporate finance requirements

  • Asset and equipment finance

  • Personal and business insurance

 

 
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Helena Boo

Helena is an experince mortgage broker assistant with over 10 years experience in the finance industry. She is a dynamic professional who is knowledgeable in financial analysis and relationship management. 

 

Helena is also able to speak fluent Chinese and Cantonese.

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Raymond Chan

Raymond has 16 years of experience working in the banking and finance industry managing a portfolio of high net worth individuals.

 

His in-depth financial knowledge, and relationship with a panel of financial institutions, means he can provide competitive interest rates for both home and commercial loans.

 

Raymond is highly regarded for his banking experience and skills in providing residential and commercial financial structuring, whether you are employed or self-employed. By using a credit risk analysis he can gain a better understanding of your personal and business situation. He builds strong relationships with his clients through his honesty and integrity, which is evident in the number of client referrals he receives.

Raymond’s personal interests include attending food events or travelling with friends and family. He is also a car and bike motorsport racing enthusiast.

 

PANEL OF

LENDERS

Regal Oak has over 30 lenders within Australia in its panel of lenders.  Accreditation includes all residential loans, investment lending, commercial lending, asset finance and personal lending just to name a few.

SERVICES &

SOLUTIONS

SHORT TERM LOANS

Do you have a short term funding requirement? Be it for personal or business, Regal Oak can assist with obtaining the right loan for your requirement.

SMSF LOANS

Does your SMSF have a requirement to borrow funds to purchase and own property within the super fund?  This may be the right loan for you. Regal Oak can assist you with obtaining the right loan and along with our partners, provide you with the right advise via Financial planners, Accountants and Solicitors.

ASSET FINANCE

If you have a capital purchase requirement, Regak Oak has the right solution for you. We can provide finance for cars, trucks, specialised business equipment and agricultural equipment. Finance for personal vehicles and other equipment is also available.

COMMERCIAL LOANS

Commercial property ownership can be very rewarding.  But finding the right commercial loan that suits your needs can be tricky. Regal Oak can assist you in structuring your commercial loan with various banks.  We also specialise in trading business' cash flow funding requirement and other commercial funding such as Trade Finance or debtor finance.  We also specialise in development loans for building multi units or commercial and industrial properties. 

HOME LOANS

Looking to purchase or simply refinancing for a better interest rate? Regal Oak can provide you with a suite of lenders to choose from for competitive interest rates ranging from owner occupied home or investment home loans.

 

WHAT OUR
CLIENTS SAY

We are very fortunate to have formed excellent partnerships with many of our clients. And we’ve formed more than just working relationships with them; we have formed true friendships. Here’s what they’re saying about us.

More reviews here

From the first phone call Steven was awesome. He was thorough, professional and so friendly. We explained what we needed and he tried for endless options to help get everything across the line. In the end we went with a purchase through our SMSF so lots of red tape. Regal Oak finance were fantastic, they did all the work and basically just sent across what I needed to read and sign. It was a stressful process with rules changes to lending with SMSF but Steven made it seem so easy and simple.

I could not be happier with Regal Oak Finance. We dealt with Steven over the phone for the whole process and his colleague Helena. We are yet to meet face to face. Regal Oak dealt with the Solicitor, Accountant and the Lender, honestly felt like no stress was on my shoulders.

I highly recommend Regal Oak Finance to anyone needing a broker, you will not regret the decision.

Thanks ever so much and when needing a broker again I know who I will be calling

Anneliese

Thank you so much to Steven and Helena for your professional and caring help with our purchase of our first home!

We couldn't recommend Steven higher for his expert advice and diligent work. Steven creates a safe and judgment-free environment where we felt we could ask any question or gain clarity on things, which was really important as green first-home buyers! We also felt that Steven celebrated our wins with us, and was there for us every step of the way. We wouldn't hesitate to recommend him in a heartbeat, and will certainly be using his financial services again in the future. We feel confident that his financial advise is very wise and sound, and know he has set us up well for our first steps into the market and beyond.

Sam

Steve Kuan and his team were very knowledgeable about the right home loan for our needs and the right timing of it. The result of their hard work was us being able to purchase a beautiful home which we would not have even thought of a few months before.

Kylie

 
 
w. regaloak.finance
e. stevenkuan@regaloak.finance
500 Terry Francois St.
San Francisco, CA 94158


CONTACT

US

w. regaloak.finance
e.  enquiry@regaloak.finance
p. 1300 734 256
Unit 1, 13 Walkers Road, Nunawading, 3131
Victoria, AUSTRALIA 

MAKE AN

ENQUIRY

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