Financial Planning

Wealth Creation

If you are buying a home or investment property, or just want to look at your refinancing options, our team can help. We have over 40 lenders available, some that aren’t advertised in the general market-place. Every client situation is unique, from the first home buyer to the multi-property seasoned investor and we have solutions for all of you.

Asset Protection

Business loans and commercial property loans are best handled by an experienced broker. In most cases, our clients own a business or want to buy one. We started our business by arranging finance for the purchases of businesses, most of them without property security being available. This experience lets us help you find the right loan for your needs.

Industry Specific Finance for Medical businesses, Real Estate Agents, Accountants and Financial Planners. We also have access to Hotel, Motel and Childcare specialist products to save you from wasting time with the wrong bank.

Our Commercial property options range from 80% loans to Self Managed Super Fund solutions. We can arrange finance on a property with as little as a BAS Statement and negotiate interest rate discounts on your behalf during the process.

Debt Management

Did you know that only 9% of Australian businesses are aware that they can access short-term unsecured finance for their business? Our options range from these 24-month advances with as little as a Directors Guarantee to Debtor Finance and Purchase Order funding. This means we can finance your business to order stock, take on large contracts and provide cash against your invoices. All of these products and services help to increase your cash-flow, the lifeblood of your business.

Self-Managed Super Funds

Self Managed Super Funds are not for everyone, but they can give you control over what happens with your retirement savings. We can help you decide if this strategy is best for you and your goals. Our team can set up your SMSF and help with advice on where you’ll receive the best returns for your money, helping to achieve your goals for wealth in retirement.