Services

Whether you are buying your first home in Point Cook, refinancing or investing, a suitable home loan can provide you with the financial assistance you need. Our dedicated mortgage brokers can help you in finding the lower rate and better product home loan.

Rarely does it happen that the dates on which we sell our previous home and buy the new one coincide. During this transition, you will require some financial aid to enable you to own two properties at once, while you wait to find a suitable buyer for your current property. This financial assistance is termed as a ‘bridging loan’ and is a major help during the cash crunch you face during this delay.

Income protection insurance, also known as salary continuance, assists you in the management of your expenses if you are unable to work for a certain amount of time if you are sick or injured. It replaces the income lost through your inability to work due to injury or sickness. It is an important consideration for anyone who relies on an income.

Before you start making investments you must have an investment strategy. This sets out your fund’s investment objectives and specifies the types of investments your fund can make. Your investment strategy should be in writing and must be reviewed regularly to ensure it continues to reflect the purpose and circumstances of your fund and its members.

Whether you are a looking to start a new business, restructure an existing business, sell a business, purchase an investment property, invest for the future, set up a Self-Managed Super Fund, plan to retire, or you are an employee, tax planning in Melbourne is an important part of every investment decision.

The idea of superannuation (super) is to save money during your working life so that you and your family have money when you stop working and retire. Some people will also get the age pension after retirement. Super funds also offer insurance benefits, which can help protect you and your family if you die or are too sick to work.

Although we may think that we do need insurance while you’re young and healthy, it makes sense to prepare for the unexpected and to take steps to protect ourselves and our family, financially in case the unthinkable happens. Dealing with a death or serious illness in the family is difficult enough without the added strain that comes with a loss of income. That’s why life insurance is so important.

Business loans go a long way in enabling you to launch your business initiatives, even if you do not have immediate funds at hand. Secure the future of your business by opting for a business loan in Melbourne and allowing us to choose the right one for you.

Bonds and commodities are much more stable than stocks and trades. We allow our clients to invest in the right bonds & commodities.

Let our experienced financial planning advisers take care of your needs. Even if your retirement is a lifetime away, starting financial planning sooner will help you achieve financial independence and peace of mind. Appointing a financial planner in Melbourne to handle all your finance for future can be quite beneficial and can ease your work.