Wealth Creation/ Preservation Strategies

• Capital protected , 100% loans
• Negative gearing
• Structured products

Retirement Planning

• Superannuation
• Pensions
• Insurance

Mortgage Broking Services including

• Loans for purchase of new properties (investment / family home)
• Re-financing of existing loans to get better rates , debt consolidation
• Loans for commercial purposes
• Personal loans , car loans

Referral to other Professionals

• Accountant - for tax submissions , family trusts, SMSF set up
• Solicitors - estate planning , testamentary trusts