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Experienced home loan & insurance advisers (brokers). Expert financial strategies that keep you in control.

Independent, uncomplicated advice that's always in your best interest!

FINANCIAL EDUCATION WORKSHOPS
"Rules of the Game"

  • We're big on financial literacy and have been building client confidence & reducing  financial anxiety, through our workshops since 2002.

  • Neil specializes in educating & empowering people to make informed financial decisions through his unique workshop, "ROTG".

  • Suitable for both seasoned homeowners and first-time buyers & each workshop is customized to your situation.

  • Delve into the intricacies of credit approval, overlay your numbers and you'll be able to make smarter, confident financial choices. You'll learn where any gaps are & how to fill them so eventually you'll cross the line!

  • We can run these via Zoom  meeting but it's best in person using our big whiteboard.

HOME & INVESTMENT PROPERTY LOANS

 

  • User-friendly solutions for first home buyers, home and investment property.

  • Learn accelerated debt repayment strategies that save you thousands in annual interest.

  • Receive expert guidance on residential & commercial property investments from experienced investors.

  • Benefit from industry-leading loan restructuring and refinancing advice.

  • Negotiate competitive interest rates and optimize cash incentives.

  • Experience fee-free banking services.

BUSINESS & COMMERCIAL PROPERTY LOANS

  • Fuel your business growth with loans designed to suit your needs, not the bank's.

  • Secure financing for new plant or equipment.

  • Benefit from competitive interest rates, often as attractive as housing loans!

LIFESTYLE STRATEGIES
"The Bubbles" - personalised workshop

  • Regardless of your age or stage of life, we assist clients to create, execute and live the lifestyle they aspire too. Our solid, well-balanced , strategic approach to life and lifestyle choices is a game changer!

  • You may be motivated in life & financial matters, but are your goals correctly sequenced & true to your purpose?

  • We bet you'll never  have experienced such a unique & strategic approach. It really does change peoples lives & has proven to turn pipe dreams into a reality!

  • If you're looking for an experienced adviser that practices what he teaches - you're in the spot. click here to learn more.

PERSONAL RISK MANAGEMENT
- INSURANCE

 

  • Do you wonder if you have the right amount of insurance coverage?

  • Allow us to conduct a thorough review on your behalf.

  • Take control and safeguard yourself against life's unexpected twists and turns.

  • Rest easy knowing you're protected when life throws its curveballs.

  • Secure what's most important to you precisely when you need it, whether it's life, trauma, disability, mortgage, income protection, or health insurance with AIA."

98% of our clients are from word of mouth referral - there's a good reason!

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