There's no one size fits all strategy session as everyone brings their own unique financial circumstances and goals to the table. However with thousands of clients, with multi-million dollar portfolios thanks in part to our help, we see proven pathways that we can personalise for you. It starts with us talking and putting together a plan of action that you've never seen before. Book a meeting with us and let's get to work.

With millions of dollars of lending under our belt and access to loads of lending institutions, we are well placed to structure finance for your residential or commercial property investments. Because of our lending history and share volume of loans processed, we can also obtain competitive rates for other types of lending - car, boat, holiday and more, so check with us today and let's get that purchase sorted.

If you're currently...living week to week, or paycheque to paycheque, and never saving anything at the end of the month or earning good money, and STILL can’t get ahead financially, then you’re in the right place. Despite what you might believe, you DON’T need a pay rise to get ahead financially. But you DO need to educate yourself and start making your money work hard for you.

Every successful investor has one thing in common; good risk management. When it comes to creating wealth through property and other investments, you need to have a sound risk management process in place to ensure your assets are protected at all times. Our professional network of financial advisors specialise in risk management solutions across myriad insurances including life, TPD, trauma, landlord insurance and income protection. We can help you sort out what you need and what you can do without.

Our R&D team are leading property specialists who crunch the numbers and statistics to produce our clients with premium property investment opportunities in key locations around the country. They do all the hard research work because that’s what they’re good at. It gives our clients peace of mind knowing that investment options are provided after a rigorous and stringent research process by dedicated professionals who know what they are doing and we'll share our detailed work with you.

Our associates manage a very large property portfolio on behalf of our investors to ensure we get great tenants and maximum returns with minimum fuss. We know what it takes to be a successful property investor, and having an efficient property management team to protect and best manage your investment is crucial. Their team of property managers go above and beyond to ensure your biggest asset is protected, nurtured and maximised. It's well with talk with us about how we can help.

You may be considering property investment, getting your first home or wanting to save money and you’re curious to learn more. With our year’s of helping others, we’ve put together some great educational tools that you can access at any time. All complimentary for you. On top of that, the Australian Government is giving away money, yes it's true, as grants to assist first time home owners secure their dream. However time is running out to take up their offer.

We know Doctors and others working in health work hard. GP’s are dedicated to their patients but who supports the GP and their team to run a successful practice? Attendees of our Business Education courses learn to establish and set and achieve goals for their practice, professional and personal circumstances so they can grow their practice and prosper financially with new knowledge and skills. Plus we've gone to great lengths for you to learn and then earn CPD points with us.

The JDL Alliance partnership provides many benefits including our toolkit with everything you need to bring your clients integration and position yourself to increase your business and fees. Furthermore, to develop a practice that is respected and receive referrals from your loyal clients and raving fans. Right now we are interested in partnering with Accountants who are wanting to boost their business and prepared to roll their sleeves up and follow our lead. This is a win-win combo.