Meet the team

Mortgage Broker

Kelly Carter embarked on her broking journey with a mission to make a difference. Her commitment extends beyond transactions, aiming for a service level that truly impacts lives. An advocate for financial literacy, Kelly is passionate about educating young people to empower them for a prosperous future. As a mother of three Gen Z girls, all looking to create financial freedom for themselves, Kelly understands the challenges and ambitions of young adults taking that first leap into home ownership.

Kelly draws from her own personal experiences from buying and selling property, divorce, investing and relocating, to help her clients in all stages of their financial journey.   These experiences gives her a great insight and relatability to her clients, and they will never be treated as just another number.

Relocating from Bathurst to Port Macquarie in 2021 with her husband Craig, Kelly embraces the coastal lifestyle, cherishing the outdoors. Her zest for self-improvement mirrors her dedication to continuous growth, both personally and professionally.

Kelly has been recognised a professional in the Mortgage Broking Industry. Check out our Awards page for more details.

Kelly is a community-driven professional dedicated to supporting local businesses and actively engages in initiatives that contribute to its growth and well-being. Kelly is the Secretary of Hastings Womens Business and Network and member of a local BNI chapter Hastings Connections.  She is also a member of Port Macquarie Tourism and Business Port Macquarie and Ambassador for the Mission Abundance Foundation.

Kelly's education includes the Diploma of Finance and Mortgage Broking and the Diploma of Financial Services (Banking)

Administration and Retention Manager

Anna Weidner's friendliness and approachability, is a breath of fresh air. She is dedicated to helping our clients through all stages of the buying journey, ensuring your file is moving along quickly and seamlessly.  Once your loan is funded, Anna helps you manage your home loan rate and offers support when you need it. She finds immense satisfaction in knowing our clients are well-cared for.

Anna, a proud mother of two little girls and wife to Kris, brings a personal touch to her work. You will discover a compassionate expert dedicated to helping you achieve your dreams.

With a background in retail and customer service, Anna brings a strong foundation in client relations. Additionally, holding a Cert IV in Finance and Mortgage Broking, provides her with the knowledge to deliver excellent service and knowledge to our clients.

Anna has also been recognised within our industry, check out our Awards page for more details.