Who we are
We are a small team of professionals that are licensed credit advisors, financial advisors and real estate advisors operating throughout Australia.
Assisting us are a range of professionals to ensure we look after our clients in a holistic way.
Became licensed Real Estate Principals in WA. Now offering a holistic suite of loan products including SMSF, NRAS, Non-resident and more
Added Financial Planning to the offering for existing and new clients
Ceased using brokers to provide new loans and added real estate services
Relocated to Brisbane and commenced authorising finance brokers to join us
Entered the finance industry as a Mortgage Manager for Interstar & others
Why use us?
Our licences, accreditations and authorisations allow us to see the big picture rather than just the loan. Benefit from what we know rather than just the features of the loans we offer.
- Offering loans from most lenders
- Providing comprehensive financial advice
- Providing comprehensive property advice
- We offer free face-to-face online meetings
- SMSF Specialist loan products & advice
- NRAS Specialist loan products & advice
- Mortgage Protection Insurance products available
- Offices located in Brisbane, Gold Coast, Melb and Perth
- National call number for every state
- We can reduce the tax you pay and increase your wealth
Meet out team
Our extensive range of loan products are suitable for most borrower types
Scott and Susan no longer pay any tax to the ATO. Instead, they use the tax they were paying to reduce their home loan and be debt free years ahead. It took home equity, 4 x NRAS Incentives, 2 x Negative Gearing Taxation Benefits and Strategy!
Scott and Susan, Clients
Darryl and Catherine no longer pay any personal tax or SMSF tax to the ATO. Instead, they use the tax they were paying to reduce their home loan and be debt free years ahead. And, used some of their Super to include 2 x NRAS Incentives and add another $500,000 or so to boost their retirement funds
Darryl and Catherine, Clients