Our point of difference is that we take all of our clients through an in-depth education process, no matter where they are up to in their financial journey.

We want to empower our clients to understand the process and exactly what is available them.


» WHICH HOME LOAN – Questions to ask before deciding on a loan provider.

The way you set up your loan in the beginning can make a huge difference to the amount of interest you pay over the term of the loan. In our opinion: the more interest you pay – the less you will have in retirement (as those funds can be directed into other strategies to build wealth once your home loan is paid off).

We explain what a Mortgage Broker is and how they work, how a bank works, and the obvious benefits of options and choice that come with using a broker.


» PROPERTY INVESTMENT ESSENTIALS – Everything you need to know when buying and financing your investment property.

Sensible investments in property have many attractions. Property can be less volatile than shares and it tends to be regarded as a safe haven when other assets are declining in value. Property has the potential to generate capital growth (an increase in the value of your asset) as well as rental income. There are also tax advantages associated with negative gearing, although this would not be a reason to embark on a property investment.

This guide is designed to help you through the process to ensure nothing is missed and that your questions are answered.


» HOME BUYING ESSENTIALS – What you need to know when buying and refinancing your home.

Buying a home can be a daunting process, especially when there are just so many things to consider. This book takes you through the first steps such as knowing your entitlements, borrowing essentials, costs and choosing the right loan.