Financial Services
Looking for trusted advice about the various funding options available? We can assist you with minimal fuss and maximum value.
Through our partnership with HELLO You’re Welcome Finance we can provide professional advice on a full range of commercial, business and personal finance options. So, whether you are looking to re-finance your home, investment properties, current business, purchase equipment or vehicles, or fund a new venture, our finance and lending service can assist you with minimal fuss and maximum value.
Our Finance and Lending services include:
- Development
- Commercial
- Investment
- Residential
- Equipment finance
- Vehicle finance
- Retail customer finance
Our service is not restricted to business financing. We also assist our clients secure financing for personal investments such as investment properties, car and boat finance, go on a much-needed holiday, investments and insurance.
The strength of our close relationship with HELLO You’re Welcome Finance who deal with a number of different financial institutions allows us to provide you with the appropriate information and advice for your situation. As your advisor, we utilise our experience and professional relationships to source the best finance options for your requirements, providing you with researched solutions and quality product information.
To stay one step ahead, our partners also continually source new lenders and keep abreast of new options. This is part of our commitment to providing the best choice and service possible to our clients.
Superannuation Solutions
The use of self-managed Superannuation Funds offers a strong opportunity for increasing family wealth.
Our services extend to:
- Advisory services in respect of the management of superannuation funds
- Advice in relation to compliance with SIS and rectification procedures
- Tax advisory advice in relation to tax minimization before and after death
- Estate planning advice to minimize the impact of capital gains and other taxes
- Advice in relation to asset protection and estate planning
- Advisory services for high wealth individuals
