Experienced home loan & insurance advisers. Expert financial 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're big on financial literacy and have been building client confidence & reducing financial anxiety, through our workshops since 2002.
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Neil specializes in educating & empowering people to make informed financial decisions through his unique workshop, "ROTG".
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Suitable for both seasoned homeowners and first-time buyers & each workshop is customized to your situation.
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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. You'll learn where any gaps are & how to fill them so eventually you'll cross the line!
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We can run these via Zoom meeting but it's best in person using our big whiteboard.
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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 STRATEGIES
"The Bubbles" - personalised workshop
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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!
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You may be motivated in life & financial matters, but are your goals correctly sequenced & true to your purpose?
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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 achievements!
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Having a third party overview & reality check for you is invaluable!
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If you're looking for an experienced adviser that practices what he teaches - you're in the spot but click here for more
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."