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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We believe it all starts here as education increases comfort and reduces anxiety!
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Since 2002, Neil's been educating clients' to make more informed & better financial decisions. He's picked out all of the pain points & created a unique workshop to address them
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"ROTG" has become very popular & regarded as a must do whether you're experienced or a new , first home buyer
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Uncover the mystique of credit approval & how to get what you want by being smarter with your financial choices
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Run personally by Neil Inns on Zoom or in person
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HOME & INVESTMENT PROPERTY LOANS
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Personalised, easy to understand home & investment property loans
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Repay debt quicker - saving thousands in interest every year
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Expert guidance on residential & commercial property investment by people who are investors too
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Loan restructuring & refinancing advice that is class leading
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Excellent interest rate & cash payment negotiations
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No fees banking
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BUSINESS & COMMERCIAL PROPERTY LOANS
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Grow your business with loans that work. for you, not the bank
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New plant or equipment loans
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Business expansion loans
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All of these often at housing interest rates!!!
STRATEGIC FINANCIAL & LIFESTYLE PLANS
"The Bubbles" - personalised workshop
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Ok, so you're already motivated but are you truly heading in the right life & financial direction?
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Have you found someone you gel with that can really add the value you seek?
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Our clients trust us to help guide them to their financial, life & pre or post retirement goals
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Plan, implement & live the lifestyle you desire. Our unique & personal, ongoing guidance delivers!
PERSONAL RISK MANAGEMENT
- INSURANCE
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Are you over-insured or under insured? Let us review this for you
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Take charge & protect yourself from surprises in life
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Relax — when things go wrong, knowing you're covered!
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Protect what matters most, when you need it
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Life, Trauma, Disablement, Mortgage & Income Protection & Health Insurance through AIA
98% of our clients are from word of mouth referral - there's a good reason for that!
What our
customers
are saying...
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"With Neil's assistance, we have purchased three properties in eight
months, where our previous adviser wasn't even able to help us with one! We now feel our future (retirement) is secured."
Andrew & Janine Cook
"I had previously only used mortgage brokers who did not charge a fee for their services. I realise now that the previous brokers I have used did not have the expertise or resources to sort out matters that had the complexities of mine and successfully obtain the finance I was seeking in the way that Neil did. Further, Neil was able to provide certain advice and valued added services and benefits that an average mortgage broker likely could not.
Neil was familiar with the issues faced by persons in my situation. He provided an overview of my financial situation and capacity, mapped out a pathway, and provided pragmatic solutions and advice in a considered and timely manner. Furthermore, Neil put energy into securing a cash contribution from the lender that exceeded my expectations. He also structured my borrowing in a way that I had not envisaged but which was beneficial.
I would have no hesitation in recommending Neil’s services to persons whose financial situation is not straightforward, such as the self-employed, and/ or those who would like an elite mortgage broker who can go above and beyond for a client. I thank Neil for helping me achieve my current property goal, and I will be using his services again for future financial matters."
Barry Kirker
"I have told so many about you as I totally trust your guidance and direction - you are honest and know your s*@t! I wouldn't be where I am today if I didn't have you all in my life - you are fabulous and that's everyone - so professional. Thankyou so much!"
Louise Oliver