Finance - Loans & Mortgages
Our strategic alliance with the Aussie Home Loan leading
group of mortgage brokers provides our clients with access to over 30
lending institutions who offer hundreds of different loan products.
With around 40% of Australian loans now sourced through mortgage brokers,
the service is designed to:
* Provide you with loan funds at interest
rates lower than the ‘Major Lenders.’
* Show you the most effective way to
cut years (and tens of thousands of dollars) off your debt.
* Ensure your loan is individually
structured to meet your needs.
Our specialist finance brokers offer an obligation-free
assessment of any current mortgage you may have.
As a guide, the brokers can assist you with finance
* Home Loans
* Commercial Loans
* Investment Loans
* Business Loans
* Non-Conforming Loans
* Lines of Credit
* Debt Consolidation
We offer full mortgage brokering services. Our wide network of financial
institutions, provide competitive finance rates. And given that we are
not tied to any one lender we can shop your deal around to find a super
What better way to pay you loans off faster.
New and existing clients often require specific advice in relation to
their situation or future plans for personal, business and investing reasons.
With the passage of time everything changes. The income of last year doesn't
quite stretch to cover the expenses of this one; rising interest rates
and legislative changes serve to alter your circumstances and, to a greater
or lesser degree necessitate a new look at how your finances are structured
and your assets protected.
For this reason, we offer the following consultation services.
Financial Health Check –
This service is an ideal step for new clients and strongly recommended
if you are contemplating the establishment of a trust or company. It usually
takes one to one and a half hours, during which time our highly trained
consultant will work closely with you to gain an in-depth understanding
of exactly how your finances are structured.
The session will:
• Identify where, from a financial aspect, you are today.
• Identify any problems with your current investing and/or structures
• Provide solutions for any problems.
• Enable you to create a detailed plan of action for future wealth
creation, tax minimization and asset maximisation.
Any existing clients wanting to re-evaluate their current situation should
also enroll in a Financial Health Check.
Structure Review –
Those seeking advice on their current structures or the most appropriate
structure for their investing or business needs should enroll in a Structure
During this consultation, the specific needs and wants of the client is
assessed in line with the client's proposed investment or business plan.
Any changes to existing structures or recommendation provided on new structures
will include a cost versus benefit analysis so that the client, fully
informed, is able to make a decision on the most appropriate course of
Business Review –
Those in business, seeking to buy a business or sell a business should
first undertake a Business Review. During this consultation we explore
the most appropriate structure to ensure asset protection for both the
business and the individual.
This includes an assessment of the business and succession plan to ensure
the appropriate ownership and structure provides the required flexibility
for future plans. All of this results in a specific, clear cut direction
for the client to travel in line with their plans.