Finance & insurance brokers in Upper North Shore
Finance and insurance specialists for Upper North Shore businesses and families.
The Co-Pilot Upper North Shore team works with businesses and homeowners across Turramurra, St Ives, Wahroonga, Gordon and surrounding suburbs to find the right finance and insurance solutions.
Tim Bateman
Agency Principal
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Tim Bateman
Agency Principal
Tim heads up Co-Pilot's Upper North Shore branch, working with business owners and homeowners across the area to find the right finance and insurance structures. Backed by Co-Pilot's panel of 60+ lenders, Tim is positioned to secure outcomes that suit your situation — not just whatever the bank is pushing.
How It Works
What happens when you enquire?
Tell us what you're after
Two minutes on the form above. No credit check, no documents up front, no obligation.
The right broker calls you
A real person, not a call centre. If your deal needs a specialist, we pull in the right one from across Co-Pilot.
We go to work
Your deal goes up against 60+ lenders and 90+ insurers. If it doesn't stack up, we'll tell you that too.
No impact to your credit score
Services
What we can help with
Hear What Our Clients Are Saying
“We cannot recommend James highly enough. From the very beginning, he was absolutely phenomenal throughout the entire process. His communication was outstanding — always available 24/7 to answer any questions, provide updates, and genuinely support us every step of the way. James made what could have been a stressful experience feel smooth and manageable, always acting with professionalism, kindness, and care. Nothing was ever too much trouble for him, and we truly felt like he had our best interests at heart the entire time. His knowledge, dedication, and willingness to go above and beyond completely exceeded our expectations. We literally cannot fault him and are so grateful for everything he did for us. If you’re looking for a broker who is reliable, responsive, and genuinely amazing at what he does, James is the one.”
Eve McAlea
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Get in touch with the Upper North Shore team
FAQ
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Ready to get started?
Talk to the Upper North Shore team today.
No runaround. No cookie-cutter advice. Just an honest conversation about what's actually possible for your situation.
No impact to your credit score