Lending & Financial Planning

Lending & Financial Planning


Deciding which loan is best for you can be a daunting task. With so many lenders and products in the market it can be almost impossible to determine the best deal for you.

Our accredited mortgage consultants offer an obligation free assessment of your lending needs and an impartial look at over 30 lenders and their products.  They will help you decide which product best suits your situation and will guide you through the loan process from submission to settlement.

Your consultant will deal directly with the lender to keep you updated throughout the process. After settlement, your consultant will continue to contact you throughout the life of your loan to make sure your loan still fits with your situation.

They are paid by lenders for the service they provide you, so you won’t pay our accredited mortgage consultants for their services. In addition to home loans, our consultants also offer business and commercial loans, leasing solutions and personal loans.

For peace of mind our consultants are accredited with the Mortgage & Finance Association of Australia (MFAA)

Financial Planning

At every stage of life and at every turn, our advisers can help you make the most of life – with expert advice and reliable service that add up to complete wealth help.
Our advisers don’t just do the head work; they also do a lot of the leg-work. So you can get on with life, confident that the financial side of things is properly taken care of. Here are just some of the many things they can help you with:

  • Streamline your finances to save you time and money.
  • Reduce your living expenses.
  • Ensure you have the means to live well in retirement.
  • Make your money work smarter for you.
  • Get the most out of your super.
  • Protect your lifestyle.
  • Make sure you enjoy your wealth along the way.

They can’t protect you from misfortune – a serious accident or illness for example – but they can help you weather the storm if it strikes. How? In several ways:

  • Lifestyle protection insurance. By making sure you have the right kind of insurance cover and the right amount. Depending on your individual situation and objectives, these may include Life insurance, Trauma insurance and Income protection insurance.
  • Estate planning. Get it wrong and your loved ones could end up with a lot less than they should have, or worse left fighting over your assets. Get it right and you can maximise the transfer of your assets and ensure a smooth transition. We work closely with your lawyer and advisor to achieve the best possible result.
  • Aged care planning. Not something you’re likely to think about until later in life, but it’s far better to get it all sorted while you’re still hale and hearty. Then, if and when the time comes, you can make the transition with a minimum of fuss, and live somewhere you know you’ll be happy.

With a successful protection strategy in place you’ll be able to maintain the lifestyle you’ve come to enjoy – come rain, hail or shine.