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What makes us different

As our business is personal we employ only the best in our profession, people that have integrity and empathy, a thirst for knowledge and a passion for the financial business.
We want to be recognised as a company that is open, honest and transparent and our ultimate measure of success is that our clients become advocates and our business grows through their recommendations.
Our mission is to understand your needs, goals and aspirations and work with you to improve all financial aspects of your life as you strive towards financial independence.
“Amanda has truly been one of the most professional consultants we have worked with in this whole exercise and believe me, I hand that praise out only once every few years (I am the Ebenezer Scrooge of praise!). We are looking forward to working with you over a few other projects in the future.” - Nick Cheah
More testimonials here
Mortgage Health Check
  • Paying too much interest?
  • Reduce mortgage term
  • Free up equity
Home Loans as they should be!
  • Competitive rates
  • Flexibility
  • Customised to suit you, not the bank!
Financial Independence
  • Income for life
  • Tax minimisation
  • Lending for self managed super funds
  • Insurance protection