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About Us

Blue Circle is your trusted Australian finance professional – we can assist you to navigate through all of your major financial decisions and build your wealth.

Whether you are looking for home, investment, personal, or business loans or seeking advice in relation to your insurance coverage or superannuation choices, Blue Circle can provide advice and guidance in relation to these choices to help build a better future for you.

Across our team we have extensive experience in accounting, finance, banking, financial planning, real estate and company management. Our partners offer a wealth of guidance in the insurance and superannuation spaces. All of this ensures that we will be able to provide a holistic view of your needs and provide solutions to fit.

Speak to one of our experts across lending, insurance or superannuation today to start your journey.

You’ll enjoy being part of our Circle!

Vision

To become the trusted name in finance and lending, and to develop our reputation as leaders through the success of our clients.

Mission

To educate and empower our clients to achieve their goals.

Values

We act with integrity at all times
We are responsive to our client’s needs
We are trusted financial professionals

Testimonials

We used Blue Circle recently to help us refinance and extend our mortgage. Steve looked at our current situation and ensured he understood what direction we wanted to move in. He investigated all the options and helped us determine what was going to be the best fit for us. Steve managed the entire process, keeping us informed along the way, right down to the paperwork and he made sure that the provider set everything up according to our needs. Steve was very knowledgeable, flexible and nothing was too much trouble for him. He was very friendly and professional, which made the whole process very painless. We highly recommend Blue Circle and Steve Carter and we very much appreciate all that they did for us.

- Jodie & Greg

We would like to thank Blue Circle for the amazing service and dedication in assisting us with the refinancing of our home loan. Steve’s professionalism, communication and efficiency throughout the whole process exceeded our expectations. As a result of their advice and approach we now feel entirely content with our financial situation.

It has been a pleasure dealing with Steve and Blue Circle and we would gladly recommend them to others.

- Louise and Simon

Thank you so much to the Blue Circle team. I literally wouldn’t have been able to do all of this without the hard work you did for me to ensure I could finally celebrate my first home. I look forward to working with you again on my future purchases.

Thank you so much for all that you do!

- Tim

Steve and Emma were wonderful in helping me to secure a home loan and insurance. Their service is professional, understanding and reliable. They kept me informed on the progress of my application, and it was so easy to get the loan that suited my needs.

I would definitely recommend them as your go to finance people!

- Claire

Meet our team!

Susie Lourens

Director

0419 511 555

Anything but square. Join our circle.

Emma Simpson

Customer Service Manager

0407 512 839

I read the fine print so you can relax.

Karen Waygood

Office Manager

(02) 6163 5430

We are all about service. I’ll direct you to the best expert we have.

Steve Carter

Managing Director

0423 844 071

I’ll help you pick the best option to build your wealth.

Craig Sheargold

Director

0414 550 568

Let us find solutions for your whole family.

Tim Xirakis

Business Development Manager

0420 316 004

Let’s broaden your financial future.