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Trusted Financial Planning Services for a Secure Future

Whether you’re saving for a home, planning retirement, or looking to grow wealth, our advisers guide you every step of the way with strategies trusted by clients across Australia.

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20 Years

3 Billion Loans Settled

5 Star on Google

52 + Lenders

Smart Solutions, Simple Approach

Our financial planning advice is designed to take the stress out of managing money. With simple steps, tailored strategies, and transparent support, Credit Hub helps you achieve financial stability and confidence in your future.

Experienced Advisers

Our licensed experts provide personalised guidance to help you make smarter financial, investment, and business decisions.

Advanced Client Portal

Track your goals, upload documents securely, and monitor your financial plan in real-time through our advanced online portal.

Transparent Process

From budgeting to wealth management, we handle every detail to make your financial plan simple, achievable, and stress-free.

Local Expertise

With deep knowledge of Australia’s tax, investment, and financial systems, our advisers deliver strategies you can rely on.

Why Choose Credit Hub Over Traditional Providers?

Banks

Trusted Financial Advice, Transparent Process. That’s the Credit Hub Way.

Financial Planning Made Simple with Credit Hub’s Expertise

At its core, a financial plan is your roadmap to financial success. At Credit Hub, we make it simple and stress-free by providing expert personalised advice tailored to your personal and professional goals.

Our advisers understand the complexities of income, taxes, investments, and retirement, bringing extensive expertise to every consultation. Whether you’re just starting your journey or preparing for retirement, we help you build a clear, achievable strategy for long-term security.

Who Needs Expert Financial Planning from Credit Hub?

Credit Hub’s financial planning services are designed for families, individuals, investors, and business owners who want expert support in building a secure future. Families benefit from tailored strategies that ensure long-term stability and a reliable financial plan. Individuals preparing for retirement or managing complex tax obligations gain confidence with structured advice.

Investors receive expert financial planning advice to grow and diversify wealth effectively. Business owners get sustainable strategies to balance growth, income protection, and compliance. Our licensed advisers manage everything – goal setting, planning, and execution, so you can enjoy peace of mind knowing your finances are in capable hands.

Frequently Asked Questions

Clear, informative answers to financial planning questions.

Financial planning in Australia is the process of creating a personalised strategy to manage your money and achieve life goals. It covers budgeting, saving, investing, retirement, tax planning, and income protection. A licensed adviser considers your current situation and future aspirations to design a clear financial plan. At Credit Hub, our advisers provide tailored strategies aligned with Australian laws and market conditions, ensuring you maximise opportunities while reducing risks. This gives you peace of mind and long-term financial stability.
A financial planner in Australia helps you make informed decisions about money, ensuring your financial goals are achievable. They provide expert advice on retirement savings, property investment, superannuation, tax planning, and risk management. By working with a licensed adviser, you gain strategies that are compliant with Australian regulations and suited to your circumstances. Credit Hub’s advisers guide you from goal-setting to execution, adjusting your plan as life changes. Professional financial planning not only helps you grow wealth but also reduces financial stress.
The cost of financial planning in Australia varies depending on the complexity of your situation and the services required. Some advisers charge flat fees, while others may use hourly rates or ongoing service packages. At Credit Hub, we believe in transparency, so all fees and disbursements are outlined upfront. While there is a cost, professional financial planning often saves you money in the long run by reducing tax, optimising investments, and helping you avoid costly mistakes. It’s an investment in long-term financial security.
A good financial plan in Australia should include budgeting, debt management, tax strategies, superannuation, retirement planning, investment strategies, and risk management. It should be tailored to your personal goals—whether that’s buying a home, securing retirement income, or growing wealth. At Credit Hub, we design clear, achievable financial plans backed by expert financial planning advice. We also review your plan regularly to ensure it adapts to changes in income, lifestyle, or regulations. The aim is to keep you financially secure and on track at every stage.

Yes, financial planning is essential for retirement in Australia. A licensed adviser helps you calculate how much you’ll need, manage superannuation effectively, and design strategies for tax-efficient income in retirement. At Credit Hub, we ensure your retirement plan includes savings, investments, and income protection so you can retire confidently. By reviewing your financial plan regularly, we adapt strategies to changes in super laws, tax rules, and your lifestyle needs. With expert guidance, you can look forward to a secure, stress-free retirement.

Your Next Move, Backed by Smarter Loans. That’s the Credit Hub Way.

Our Financial Planning Process is Simple and Hassle-Free

1

Initial Consultation and Goal Setting

We listen to your needs and start building your financial plan.

2

Data Collection and Analysis

Our experts review income, expenses, and assets to create tailored strategies.

3

Strategy Development

We design a personalised plan using expert financial planning advice.

4

Implementation and Support

We help put your financial plan into action and liaise with relevant institutions.

All the Calculators You’ll Ever Need

Access smart financial calculators to plan budgets, loans, taxes, and investments with ease and accuracy.

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Need Expert Financial Planning Services You Can Trust?

Secure your financial future with tailored financial planning advice, transparent strategies, and personalised support at every step.

Hear From Our Clients Who Found Us For Their Finance and Property Needs

Discover client experiences with our trusted loan and finance solutions.

Emma
Melbourne, Vic
Credit Hub understood my investment goals and helped me secure commercial property funding faster than any bank.
David
Brisbane
Switching my loan felt confusing, but Credit Hub explained everything clearly and saved me a lot of money.
Mohan
Perth
Credit Hub’s team really knows their stuff! They made everything easy, kept me informed, and helped me secure my loan without delays.
Ollex
Melbourne
As a first-home buyer, I had no idea where to start. Credit Hub guided me step by step and made the journey stress-free!
Shreya
Melbourne
Highly recommended! Amazing people.

Mortgage Broker in Point Cook

Credit Hub Australia
About the role

Join our dynamic team at Credit Hub Australia as a Finance/Mortgage Broker in our conveniently located Point Cook office, close to the freeway and train station, with free parking available.

In this role, you will be responsible for providing personalised mortgage solutions to our valued clients and also managing your colleagues by co-ordinating the allocation of files and general day to day running of the broker team. With a focus on delivering exceptional customer service, you will guide clients through the entire mortgage process, from initial application to final approval.

“Position is for Mortgage broker on commission/contract basis.”

What you'll be doing
  • You will develop and expand network with our help.
  • Sales, cold calling, and networking come naturally to you. You thrive on engaging with prospective clients to understand their unique financial needs and goals.

  • You will act on leads and existing database as provided and generate sales and ongoing relations.

  • Actively participate in team meetings and contribute to the overall success of the business

What we're looking for
  • You are an existing broker with proven experience in Mortgage Broking or lending abilities, or in a similar financial services role looking to take your career further with a successful Mortgage house.

  • In-depth knowledge of the Australian mortgage market, including products, policies, and regulatory requirements.

  • Excellent communication and interpersonal skills, with the ability to build lasting relationships and earn client trust.

  • A strong commitment to delivering outstanding customer service and consistently exceeding client expectations.

  • Self-motivated and capable of working independently, while also thriving in a collaborative team environment.

  • Relevant industry qualifications, such as a Certificate IV in Finance and Mortgage Broking.

  • Ability to manage multiple tasks, stay organized, and work reliably without supervision.

  • A results-driven mindset with a strong sales focus, coupled with exceptional work ethic, time management, and multitasking abilities.

What we offer

At Credit Hub Australia, we are committed to providing our team with a supportive and rewarding work environment. Some of the key benefits of joining our team include:

  • Competitive remuneration and performance-based bonuses
  • Ongoing training and professional development opportunities
  • Flexible work arrangements and a positive work-life balance
About us

Credit Hub Australia is a leading provider of mortgage and finance solutions, with a strong presence in the Point Cook in the Western Suburb of Melbourne and surrounding areas. Our mission is to empower our clients to achieve their financial goals by delivering personalised, expert advice and exceptional customer service. We are a dynamic and growing team, driven by a passion for helping our clients and making a positive impact on our local community. We are with Finsure as an agrregator Group. 

If you’re ready to take the next step in your career as a Mortgage Broker, apply now to join our team at Credit Hub Australia.

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