David Kilgore

David Kilgore 02 9986 2744

With over 35 years’ experience in finance and business ownership, David Kilgore has established and built a successful business dedicated to assisting clients with managing their finances effectively.

Starting the business with wife Mandy in 2000, David had gained immense satisfaction in seeing it expand to service more and more clients across Sydney and Newcastle.

With a background in business ownership and management experience as a State Sales Manager for Astute head office, David’s management expertise are put to good use in working with daughters Claire and Kayleigh, who have taken over a primary broking role in the business.

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Claire Bee

Claire Bee 0433 681 821

With an illustrious 20-year career in the finance industry, Claire stands as a distinguished and award-winning broker, recognized for her exceptional expertise and achievements. Her journey commenced two decades ago, initially immersed in the family’s Mortgage Broking business, where she dedicated two years to mastering the intricacies of the industry’s back end. This foundational experience laid the groundwork for her transition into a broker, a role she embraced wholeheartedly.

Claire takes immense pride in her unwavering commitment to customer service. Having cultivated strong, enduring relationships with clients since the beginning of her broker journey 18 years ago, she has maintained these connections, reflecting her dedication to personalized and enduring client care.

Known for her flexibility, Claire prioritizes her clients’ convenience, meeting them at times and locations that suit their schedules. This commitment to adaptability extends to her approach in comprehending her clients’ unique requirements. Claire invests time and effort to gain a deep understanding of their financial goals, allowing her to craft tailored strategies that precisely align with their needs.

Beyond facilitating transactions, Claire empowers her clients by instilling in them a sense of financial confidence. Her mission is to improve their financial well-being through strategic guidance and support. In every interaction, Claire strives not only to meet but exceed the expectations of her clients, fostering a lasting impact on their financial journeys.

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Mandy Kilgore

Mandy Kilgore 0419 595 800

With over 25 years’ experience in finance, including mortgage broking and financial planning, Mandy Kilgore has built a successful business along with her husband David.

Starting the business in 2000, she has gained immense satisfaction in watching it expand, and now services a growing client base in both Sydney and Newcastle.  Mandy’s previous expertise is put to good use, now working alongside her daughters Claire and Kayleigh helping them build the mortgage broking side of the business.

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