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Experienced home loan & insurance advisers. Expert financial planning strategies that keep you in control.

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

FINANCIAL EDUCATION WORKSHOPS
"Rules of the Game"

  • In the spirit of fostering confidence and reducing anxiety, we've been providing education since 2002.

  • Neil specializes in empowering clients to make informed financial decisions through his unique workshop, "ROTG"

  • Suitable for both seasoned homeowners and first-time buyers.

  • Delve into the intricacies of credit approval, overlay your numbers and you'll be able to make smarter, confident financial choices

  • Neil runs these personally, either online or in person

HOME & INVESTMENT PROPERTY LOANS

 

  • Tailored, user-friendly solutions for home and investment property financing

  • Accelerate debt repayment, potentially saving thousands in annual interest

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

  • Benefit from industry-leading loan restructuring and refinancing advice

  • Negotiate competitive interest rates and optimize cash payments

  • Experience fee-free banking services

BUSINESS & COMMERCIAL PROPERTY LOANS

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

  • Secure financing for new plant or equipment

  • Facilitate business expansion with flexible loans

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

LIFESTYLE PLANNING
"The Bubbles" - personalised workshop

  • Alright, you're already motivated, but are you confident you're on the right path, both in life and financially?

  • Have you found an adviser who truly explores, understands your goals and can provide the value you're looking for?

  • Our clients place their trust in us to steer them towards their financial objectives, whether they're planning for their future, enjoying retirement, or somewhere in between.

  • Let us help you create, execute, and live the lifestyle you aspire to.

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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