A Sydney property group has merged with a mortgage broker and debt advisory firm to identify financial optimisation opportunities for clients, supporting long-term wealth creation.
Highland Property Group has announced a strategic merger with Balaton Financial, giving clients access to a structured financial services framework for an efficient lending experience.
The network said Highland Balaton Financial will deliver an advisory service focused on identifying financial optimisation opportunities and supporting sustainable, long‑term wealth creation.
According to the group, the partnership was based on mutual alignment across values, capability and customer focus, with Balaton known for its consistency, reputation, and leadership within the financial services sector.
Highland CEO, David Highland, said for investors in particular, loan structure wasn’t just about repayments, but about portfolio strategy, tax efficiency, and what their next purchase will be.
“Having Highland’s market knowledge and Balaton Financials’ expertise working in tandem at that level is a genuinely differentiated offering where we are able to help build our clients’ wealth,” he said.
Highland added that real estate and home finance were always part of the same decision, and the partnership meant clients could receive guidance on both from a team already working on their behalf.
“That’s not just convenient, it’s a fundamentally better experience for every vendor, purchaser, investor, and landlord looking to refinance," he said.
The property group said Balaton managing partner and broker, Matt Pongrass, previously served as a business banker at Macquarie Bank, where he advised corporations and individuals on debt structuring, debt management, and property acquisition strategies.
Similarly, it said the rest of the Balaton Financial team had solid expertise across mortgage broking, credit, banking, and accounting, backed by a national network of lender and industry relationships.
Pongrass said it was clear from his first conversation with Highland that there was strong brand alignment.
“Our mission has always been to drive exceptional results with an unwavering focus on excellence, making the creation of Highland Balaton Financial a natural extension of our core business,” he said.
According to Pongrass, the merger unlocked a pipeline of opportunity that will facilitate growth in capability and innovation across the businesses.
“We are committed to complementing each other’s expertise and enhancing the client experience through a frictionless, integrated lending process,” Pongrass concluded.
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