meet the team

We're a small team that packs a punch. See how our expertise can help you.

Mortgage Broker standing with ocean behind on the Mornington Peninsula
Josh Beck
Mortgage Broker

With his extensive knowledge of finance, particularly in the areas of banks and loans, Josh has become a specialist in his field. He has a natural gift for mentoring others and is skilled at breaking down complex topics into understandable concepts, empowering his clients to make informed decisions. As a co-founder of a thriving independent mortgage broking business, Josh knows firsthand the importance of building lasting relationships with clients and embracing an entrepreneurial mindset. He is deeply committed to continuous learning and innovation, and he upholds the highest standards of ethical behavior and moral conduct in his work.

Mortgage Broker with hand on boat dock post on the Mornington Peninsula
Neil McLean
Mortgage Broker

With four decades of experience in the finance sector, Neil has developed an impressive breadth of knowledge in commercial, construction, and residential lending. Neil is known for his honest and straightforward approach, always providing clients with a realistic assessment of their situation. He takes the time to listen carefully and consider all relevant factors before making recommendations, rather than relying on a checklist approach. Beyond his work, Neil is passionate about family, fishing, and football.

Paul Birss
Consultant

Equipped with many years in in the finance industry, Paul has passed on the reigns of his company, Saving Dollars, by merging with the team at Beck McLean Finance. Whilst continuing to support his valued clients, Paul believes the younger team he now works with will provide a wider range of services to support all on their financial journeys. Paul loves vintage cars and has belonged to several car clubs over the years. He loves a coffee and a chat with anyone who is willing to share their past, present, or future. Everyone has a unique story to tell,and he loves to listen. Paul’s existing office has recently been refreshed by the team and has a vibrant new look. He hopes to see you pop in for a chat.

Girl holding a magazine to her face on the Mornington Peninsula
Makala Trezise
Marketing Specialist & Admin

Owner of How Cool and equipped with 5 years of digital design experience, Makala is highly proficient in creating designs that are rooted in thorough user research. She firmly believes that a strong brand is not simply what a company conveys to its audience, but rather the perception that people share with one another. As a result, she strives to develop solutions that prioritize the user experience and are visually impactful. In today's rapidly changing environment, Makala understands that unique solutions are necessary to stay ahead of the curve. She is a big-picture thinker who is unafraid to push the boundaries of what is expected.