


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"
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In the spirit of fostering confidence and reducing anxiety, we've been providing education since 2002.
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Neil specializes in empowering clients to make informed financial decisions through his unique workshop, "ROTG"
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Suitable for both seasoned homeowners and first-time buyers.
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Delve into the intricacies of credit approval, overlay your numbers and you'll be able to make smarter, confident financial choices
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Neil runs these personally, either online or in person
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HOME & INVESTMENT PROPERTY LOANS
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Tailored, user-friendly solutions for home and investment property financing
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Accelerate debt repayment, potentially saving thousands in annual interest
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Receive expert guidance on residential and commercial property investments from experienced investors
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Benefit from industry-leading loan restructuring and refinancing advice
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Negotiate competitive interest rates and optimize cash payments
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Experience fee-free banking services
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BUSINESS & COMMERCIAL PROPERTY LOANS
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Fuel your business growth with loans designed to suit your needs, not just the bank's.
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Secure financing for new plant or equipment
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Facilitate business expansion with flexible loans
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Benefit from competitive interest rates, often as attractive as housing loans!
LIFESTYLE PLANNING
"The Bubbles" - personalised workshop
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Alright, you're already motivated, but are you confident you're on the right path, both in life and financially?
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Have you found an adviser who truly explores, understands your goals and can provide the value you're looking for?
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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.
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Let us help you create, execute, and live the lifestyle you aspire to.
PERSONAL RISK MANAGEMENT
- INSURANCE
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Do you wonder if you have the right amount of insurance coverage?
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Allow us to conduct a thorough review on your behalf.
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Take control and safeguard yourself against life's unexpected twists and turns.
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Rest easy knowing you're protected when life throws its curveballs.
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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."