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Relocation and Moving Home

Have you found a new home and you're awaiting the sale of your existing home - how to finance.

Insurance - How much do I need, and how does it work

Have you ever felt uncomfortable about your insurances - do you have enough for all possible events, do you understand the differing types of insurances - Life/ Disability/ Trauma and Income Insurance.

Are you paying too much for your insurance premiums or are you underinsured.

Negotiate a better loan rate

 Do you have the best rate available on your mortgage loans?

Did you know we can negotiate a rate well below lenders / banks published rates?

Did you know we can usually obtain this Mortgage Finance for you as a Free Service? as Lenders / banks pay us - so you don't have to. This includes no additional costs or higher interest rate on your mortgage loans. 

Loan Qualification - home / investment / business

Are you unsure on how much you may qualify for in financing?

Self Employed and Business Borrowers, do you find it daunting and confusing meeting requirements for the provision of financial statements and analysis?

Superannuation / Retirement - How much do I need, and how does it work

Are you worried about your financial future, concerned you may not have enough superannuation, worried about how much you will need for your retirement.

Maybe you're confused about the never ending changes to legislation, and the complexity of superannuation and retirement rules.

Are my Investments still suitable, how and where to invest in a volatile market

 Concerned about investing, markets ups and downs of increasing concern to you.

Looking for effective structures and investments that are easy to manage and have taxation benefits.

Testimonials:

Stephen negotiated a great rate with our bank on all our mortgage loans; at 1.25% below the lenders standard rate, the interest we will save over the years will be significant.

Mr & Mrs O'Brien - Bunbury Region WA

Stephen has provided us with consistently great service over many years.  Without Stephen’s patience, persistence and expertise our finances would be in chaos.  Great job! Thank you.

Clare Bestow and Chris Fox - Bayswater WA

Stephen - Great Result, Well Done, Very Happy.

Ms Webb - Joondanna WA