Frequently asked questions

Do you have a question for our finance specialists? Take a look at some of the most popular questions we’re asked daily.  If you don’t see your query answered below, give our team a call today for further information.

Q: Why do I need a financial advisor? 

A: A financial advisor will assess your finances and help you develop th best strategy to achieve your financial goals. For example, if you’re looking to purchase property, a financial advisor will put you on the right path to save and choose the right loan to suit your needs.

Q: What services do you provide?

A: A financial advisor will assess your finances and help you develop th best strategy to achieve your financial goals. For example, if you’re looking to purchase property, a financial advisor will put you on the right path to save and choose the right loan to suit your needs.

Q: Can you help me find the right home loan?

A: Yes. We provide a range of mortgage broking and lending solutions. Our financial broking team will find the best rate for you. We have a panel of more than 20 lenders from industry leaders including ANZ, Westpac, St George, NAW, CBA and many more.

Q: Can you offer equipment finance solutions for my business?

A: Yes. We offer financial broking services for business as well as personal use. We can assist with financing for light and heavy commercial vehicles, construction equipment, industrial machinery and graphic technology.

Q: Can you help with wealth creation and protection?

A: Yes. Our financial advisors will work in conjunction with your accountant to come up with the best strategies to create wealth. We’ll also refer you to a risk specialist to assist with insurance for wealth protection.

Q: Can you offer equipment finance solutions for my business?

A: Yes. Our financial advisors will work in conjunction with your accountant to come up with the best strategies to create wealth. We’ll also refer you to a risk specialist to assist with insurance for wealth protection.

Q: Are you open on weekends?

A: Yes. We are open Saturday by appointment.