Services

Wealth Cretion

We offer a full range of whole sale and specialized finance brokerage and have the expertise to structure the right loan type for you. Thus allowing you to expand your investment plans faster. As getting the wrong loan can significantly hinder your wealth creation process, we have saved you time and effort by researching, comparing and analyzing these loan types so you can make an informed decision at no cost to you. In additional, we review our customer’s loans every 12-18 months, vital in situations change and uncertain environments which we are in now.

The different loan types are:

Residential Loans:

Commercial Loans:

Business Loans:

WEALTH GROWING

We give investment options and platforms which allow you to invest in identified growth products like quality property in a growth area, cash management, superannuation, International and local shares. We offer business structuring and tax planning to help legally minimise your tax.

Services we offer to grow your wealth are:​

  • Professional Investment Advisory – using needs based, financial analysis, we develop a property investment strategy to achieve optimal yield and growth to meet your identified goals.

  • Investing in good growth property with little deposit and paid wholesale price

  • Mutual funds, local and international shares

  • Cash management

  • Superannuation Review, SMSF Administration

  • Business Structuring & Succession Planning

  • Property Investment Analysis & Tax Planning

WEALTH PROTECTION

We offer clients a comprehensive and holistic financial service. We believe by deploying a tailored wealth protection strategy, your “wealth being” is enhanced, your hard earned asset will be protected at all times. This in term allows you and your family to face uncertain future with great comfort and confidence.

Services we give to protect your hard earned wealth are:

  • ​Income Protection

  • Mortgage Protection

  • House and Content Protection

  • Landlord Protection

  • Lifecover, Total & Permanent Disability

  • Critical Illness

  • Car Insurance

  • Estate & Retirement Planning