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SERVICES

WEALTH CREATION

We offer a full range of wholesale and specialized finance brokerage and have the expert to structure the right loan type so you can expand your investment plans faster. As getting the wrong loan can significantly hinder your wealth creation process, we saved you time and effort by researching, comparing and analysing these loan types so you can make informed decision making at no cost to you. In additional, we review your loans every 12-18 months, this is important when your situations change or in uncertainty environment which we are in now.

The different loan types are:

ResidentialLoan

  • Home Loan

  • Investment Loan

  • Equity Release

  • Debt Consolidation Loan

  • Land Loan

  • Construction Loan

  • Low Doc Loan

  • Non Conforming Loan

  • SMSF Loan

  • NRAS Loan

Commercial Loan

  • Commercial Loan

  • Development Loan

  • Business Loan

  • Franchise Funding

  • Management Right Loan

  • Debtor Finance

  • Private Funder

  • Equity Partner Loan

WEALTH GROWING

Business Loan

  • Vehicle Loan

  • Personal Loan

  • Office Equipment Loan

  • Manufacturer Equipment

  • Chattel Mortgage

  • Hire Purchases

  • Debtor Finance

We give investment options and platforms which allow you to invest in identified growth products like quality property in a growth area, cash management, superannuation, International and local shares. We offer business structuring and tax planning to help legally minimise your tax.

Services we offer to grow your wealth are:​

  • Professional Investment Advisory - using needs based, financial analysis, we develop a property investment strategy to achieve optimal yield and growth to meet your identified goals.

  • Investing in good growth property with little deposit and paid wholesale price

  • Mutual funds, local and international shares

  • Cash management

  • Superannuation Review, SMSF Administration

  • Business Structuring & Succession Planning

  • Property Investment Analysis & Tax Planning

WEALTH PROTECTION

We offer clients a comprehensive and holistic financial service. We believe by deploying a tailored wealth protection strategy, your "wealth being" is enhanced, your hard earned asset will be protected at all times. This in term allows you and your family to face uncertain future with great comfort and confidence. 

Services we give to protect your hard earned wealth are:

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  • Income Protection

  • Mortgage Protection

  • House and Content Protection

  • Landlord Protection

  • Lifecover, Total & Permanent Disability

  • Critical Illness

  • Car Insurance

  • Estate & Retirement Planning

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