We are qualified financial professionals with over 35 years of hands on experience and expertise in investment, finance, property, and wealth creation. We work for you, our client, not a Super Fund, or an investment company, or a builder, or a developer, or a marketing company, or a bank.
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What do you love most about your job?
Helping Australians achieve Financial Freedom so they can have a well funded retirement.
What inspired you to start your own business?
Freedom to be able to work Australia wide and enable remote Australians to have the ability to get assistance to wealth create. With technology we can reach out to all Australians and we offer numbers based advice using the ATO rules and ASIC rules.
Why should our clients choose you?
We are data driven and only recommend a strategy that is in your bets interests based on numbers. We can save you tax, help to pay your home loan off quicker and generate more wealth in retirement so your retirement is comfortable.
Can you provide your services online or remotely? If so, please add details.
Online and remotely Australian wide since covid are using zoom and email and mobile to assist clinets.
What changes have you made to keep your customers safe from Covid-19?
Online is safe and people can be in whatever environment they choose they just need good enough internet.
Save tax reduce mortgage and generate wealth for rretirement.
Strategies to wealth create in a tax effective manner. Property investment, Mortage advice and refiancing.
Mortage Refinance and Restructuring
Home loans, Investment Property loans and Self Managed superannuation loans.
Investment Property - Real Estate save tax, reduce your mortgage and create more wealth in retirement.
We can source the most appropriate property for your wealth creation with tax savings and capital growth.
