About Us
We believe in wealth creation for everyone. We provide financial planning, mortgage broking, business and asset financing and insurance services to clients at all stages of wealth. With four locations nationally, Brooks & Partners is your one-stop financial services group that has a place for all who aspire to achieve financial freedom.
For us, wealth goes beyond numbers — it’s about achieving what matters most to you. Whether it’s financial freedom, security, or the lifestyle of your dreams, we partner with you to turn ambition into reality.
With decades of experience, a holistic approach, and a commitment to excellence, we go beyond the basics to provide strategies and guidance tailored to your unique journey. Every service we offer is grounded in a customer-first approach, ensuring your needs, goals and priorities remain at the forefront of everything we do. At Brooks & Partners, your finances are our focus.
There is no one-size-fits all model for wealth creation. Wealth is unique to you, and important to us.
Specialising in residential, commercial, rural, development loans and asset + business financing.
Insurance is an essential step toward long-term financial resilience and freedom.
Reviews
“Jason Brooks exemplifies the saying ‘You need to put in the hard work and lay a good foundation’. Through his dedicated efforts, he has built Ausure Scone from the ground up, showcasing his commitment to excellence. His leadership is reflected in his positive attitude, unwavering work ethic, and genuine care for others. Jason’s willingness to go the extra mile for anyone speaks volumes about his character and the strong foundation he has established.”
“Jason Brooks is an outstanding Businessman whose expertise is matched by his deep understanding of the unique needs of country communities. Second-generation Scone resident, Jason has a genuine connection to the region and its people, making him particularly attuned to the financial challenges faced by those living in rural areas. His approach is both professional and personal, taking the time to understand each client’s circumstances and goals.
Jason’s financial acumen is exceptional, offering sound, tailored advice that helps individuals and families secure their financial futures. He truly cares about his clients and is always accessible and willing to go the extra mile. His country values of integrity, trust, and hard work shine through in everything he does. If you’re looking for someone who understands the rural lifestyle and is committed to your success, Jason Brooks is the person to turn to.”
“I have never used a mortgage broker before and my daughter and I were on a short timeline to locate and move into a new property 2 weeks before Christmas. Tim listened to our situation, and he and his team worked tirelessly to secure a loan that met our needs, he responded to our questions and acted on any further information provided promptly.
We would highly recommend Tim to anyone who requires a mortgage broker. In our case, we settled and moved in 5 weeks after our first call with Tim.”
“After a number of years with our existing financier, we felt that our business was being taken for granted and we came to the realisation that we needed a change. Tim and the team took control of the situation and presented our business to a range of lenders and then gave us the pros and cons of each option. The savings that we were able to make surpassed our expectations. We regularly and gladly recommend Tim and the team at Brooks and Partners to our friends and contemporaries in the Agricultural industry.”
“Rob was fantastic helping us sort out our insurance. I was able to significantly reduce our premiums while maintaining the same level of cover. He is very experienced and great communicator. He was quick to respond to questions and always available. I would definitely recommend Rob – I had an excellent experience.”
“Rob understood my risk profile and goals very thoroughly, and was able to tailor investments to suit my wealth creation goals. The investments have performed very well, with me feeling comfortable that Rob will advise of any changes he recommends along the way. Rob is always quick to respond to communication and provides regular contact. He isn’t pushy with regard to investments, which I appreciate. He has given me strong business and budgeting advice along the way and my personal insurances are all up to date. Highly recommend.”
“Richard is an exceptional adviser and person; he listens to my needs, understands my plan and his communication skills are excellent (both verbally and written). After seeing various advisers at the beginning of my retirement, Richard was the only one that listened to my needs and explained to me in simple terms the various options I had to move forward. I have full confidence in him and would recommend him to anyone that needs financial advice.”
“Richard has been my Financial Adviser for several years. He really listened to my values and financial goals to recommend strong, appropriate product options for my needs. I’ve always felt like a person and not just a customer and have received an exceptional level of support. Richard’s approach to his advice is flexible, transparent and realistic. All of these things have solidified a strong level of trust. I highly recommend Richard.”
“Navigating SMSF lending was at first extremely scary, but Tony made the entire refinancing process seamless. He took the time to understand our long-term investment goals and structured a loan that maximises its potential while ensuring compliance with all SMSF regulations.
Tony’s deep knowledge of the market meant we secured a competitive rate and the right lender for our needs. What sets him apart is he and Rosemary’s ongoing support—they don’t just secure the loan and disappear. They continuously review our facility to ensure it remains competitive. We have complete confidence in their expertise and have already referred friends who are looking to grow their SMSF property portfolio.”
“From securing our first home loan to structuring a construction loan for our investment property, Tony has been with us every step of the way. His ability to think outside the box meant we were able to access a loan structure that fit our needs perfectly—something other brokers simply didn’t offer. The construction loan process can be overwhelming, but Tony and Rosemary made sure every stage was smooth, dealing directly with the lender and keeping us informed throughout. It’s rare to find a broker that continues to check in and ensure your loan remains competitive even after settlement.
We’ve already recommended Tony to several friends and will continue to do so!”
“We had multiple home loans with different banks, all on varying rates and terms, making it a nightmare to manage. Tony, Gian and Rosemary stepped in and streamlined everything. They carefully assessed our financial position, found a better structure with improved rates, and consolidated our loans in a way that significantly reduced our monthly repayments.
What we appreciated most was their transparency—every option was explained in detail, with clear pros and cons. We never felt like just another client; their personalised approach made a real difference. Thanks to Tonys expertise, we’re now in a much stronger financial position and wouldn’t hesitate to recommend them to anyone looking for a broker who genuinely looks out for their clients.”