Nathan Lewis
Mortgage Broker
About
Mortgage Broker and Advisor | Sona Financial Nathan Lewis is a Brisbane-based mortgage broker and advisor who helps clients make clear, well-structured property finance decisions, particularly during periods of change and growth. He works with homeowners, property investors, and self-employed clients navigating important life and financial transitions, including divorce or separation, family blending, home upgrades or downsizing, career or business changes, and shifting investment goals. Nathan understands that lending decisions made during these moments require clarity, structure, and calm, considered guidance. Nathan also supports clients at all stages of property investing. This includes those purchasing their first investment property, established investors looking to optimise or expand their portfolio, and clients exploring property investment through SMSF structures. His approach focuses on lending strategy, structure, and long-term sustainability rather than short-term outcomes. Across purchases, refinancing, construction and renovation lending, portfolio structuring, and SMSF lending, Nathan takes an advisory-first approach. He works to ensure each finance decision aligns with broader financial objectives and risk considerations. With access to a broad panel of Australian lenders, Nathan acts as both broker and advisor — comparing options, explaining trade-offs in plain language, and managing the process from initial strategy through to settlement. Based in Bardon, Nathan works with local Brisbane clients face-to-face and supports clients nationwide via phone and video consultations.
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Frequently Asked Questions
What types of loans can Nathan Lewis at Sona Financial assist with?
Nathan Lewis assists with a wide range of residential and property-related lending solutions. This includes home loans for first home buyers and owner occupiers, refinancing and loan restructuring, property investment lending for both new and experienced investors, and construction or renovation finance. He also works with more complex lending scenarios, including self-employed income, trust and company structures, SMSF property lending, and business asset or vehicle finance. Nathan’s approach is advisory-first, focusing on structure, suitability, and long-term outcomes rather than simply selecting a product. Whether a client is getting started, reviewing an existing loan, or navigating a major life or financial change, Nathan provides clear guidance and manages the process from strategy through to settlement.
Does Nathan work with property investors and SMSF lending?
Yes. Nathan works with clients at all stages of property investing, from those purchasing their first investment property to experienced investors managing multiple properties. He regularly assists clients to raise deposits using existing equity, structuring loans correctly from the outset so investment debt, owner-occupied debt, and cash flow are clearly separated and fit for purpose. This includes advising on how equity is accessed, where it is secured, and how lending is structured to support future flexibility and portfolio growth. Nathan also assists with SMSF property lending, working alongside clients’ accountants and financial advisers to ensure structures are compliant, sustainable, and aligned with long-term strategy. His focus is not just on acquiring the next property, but on ensuring the finance structure supports the client’s broader investment goals over time.
How does Nathan’s approach differ from a traditional mortgage broker?
Nathan takes an advisory-first approach. Rather than starting with rates or products, he begins by understanding your broader situation, goals, and any changes you are navigating. From there, he focuses on loan structure, flexibility, and long-term suitability. As both broker and advisor, Nathan explains the trade-offs between options and helps clients make confident, well-informed decisions.
Can Nathan assist clients going through major life changes?
Absolutely. Nathan regularly supports clients navigating divorce or separation, family blending, upgrading or downsizing a home, career changes, or shifts in financial priorities. These situations often involve more complexity and emotional weight, and Nathan’s role is to bring clarity, structure, and calm guidance to the lending decisions involved.
How can I work with Sona Financial?
Working with Sona Financial begins with a conversation. Nathan takes the time to understand your situation, goals, and any changes you are navigating before offering advice. From there, Nathan provides clear guidance on suitable lending options, explains the trade-offs between structures and lenders, and outlines the recommended next steps. If you choose to proceed, he manages the process from application through to settlement, keeping you informed at each stage. Clients can work with Sona Financial through phone or video consultations Australia-wide, with face-to-face meetings available for Brisbane-based clients. The focus throughout is on clarity, structure, and ensuring each lending decision supports your broader financial picture.
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