OUR SERVICES
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Mortgage Broking/Finance
Residential & Commercial Lending
Our team of fully qualified mortgage specialists are here to guide you through your lending options to make sure your loan aligns with your overall investment goals and strategy. We work with all the major banks and lending institutions and cut through all the fine print and terminology to find a residential or commercial loan that works for you.
Financial planning
Superannuation & SMSF
Our team of fully qualified financial planners can help you navigate the superannuation world and help with all aspects of superannuation including general advice, rollovers, new accounts, salary sacrificing, pensions and spousal contributions. We also specialise in all aspects of self managed super funds (SMSF) including structure, set up and investment options.
Investments
Our advisers provide recommendations across the full range of investments from Managed Funds, ETFs and shares, to developing a personalised portfolio specific to clients’ risk profiles.
Retirement Planning
Retirement planning is an integral part of every successful wealth strategy, regardless of age and financial position. Our team is experienced in providing retirement planning solutions with advice across pensions, Centrelink benefits, aged care options and implications, plus the transition to retirement.
Risk Insurances
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. We specialise in risk management solutions across myriad insurances including life, TPD, trauma, landlord insurance and income protection. Overwhelmed by which insurances you need? Don’t worry, we can help you sort out what you need and what you can do without.
Property Research
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.
Property Management
Our property management company manages 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. Our team of property managers go above and beyond to ensure your biggest asset is protected, nurtured and maximised.