Credit advice & mortgage broking

Over the past 15 years we have helped thousands of clients achieve their lifestyle and financial goals through the provision of professional credit advice. Our advice is always focused on helping you achieve your short, medium and long-term goals. In addition, we take a holistic approach which includes taking into account many considerations such as:

  • tax minimisation
  • cash flow optimisation
  • risk management
  • maximising your borrowing capacity
  • minimising cost (rates and fees); and
  • asset protection.

Also, we ensure your loan structures can accommodate the inevitable changes in circumstances.

We have over 35 lenders on our panel which represent over 98% of the mortgage market (in terms of market share) so we offer plenty of choice.

Our service doesn’t cost you anything (the lenders pay us a commission) – our rates and fees are the same if you dealt directly with the lender. In fact, more often than not, we are able to negotiate better deals for our clients through playing lenders off against each-other.

If you would like to have a confidential and obligation-free discussion, please contact Associate Director, Jodi McKeown.

 Some of the services we offer

Mortgage advisory and broking

– First home buyers
– Refinance to save money or access equity
– Purchase a home or investment property
– Debt consolidation
– Loan structuring for cash flow and tax purposes

Insurance advice

– Income protection insurance
– Life insurance
– TPD insurance
– Trauma insurance

Fee-for-service (commission-free)
financial advice

– Full financial plan
– Review of superannuation
– Share investment strategies
– Property investment strategies
– Ongoing financial coaching
– Cash flow management

Tax advisory & accounting

– Individual, company, trust income tax returns
– Establish company/trust/SMSF
– Look after all SMSF compliance (tax returns, etc.)
– Business accounting and tax advice
– We specialise on looking after property investors and medicos

BUILT ON REFERRALS

We work very hard to earn referrals and they are always treated with the utmost professionalism, confidentiality and respect. We welcome referrals from clients, aligned businesses and professional associations.