News

 

  • Investment Bonds – Info only, not advice

    Investment bonds, which are sometimes also called insurance bonds, offer some pretty unique tax, asset protection, and estate planning benefits. One might look at an investment bond as being a little […]

     
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  • Superannuation (SMSF)

    The financial year has ended – are your SMSF property valuations up to date? Whether you manage your own SMSF or have clients who hold property, ensuring accurate, up-to-date valuations […]

     
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  • Business Cash Flow Finance

    Many small business suffer from cash flow issues. This can arise from slow collection of debtors, overtrading, payment of creditors exceeding normal trade engagements and non-payment of statutory charges, such […]

     
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Testimonial by Edward & Laura

When looking for a broker, we wanted someone that we could trust to guide us through all the bank noise during this momentous decision. We had previously worked with another broker, and the level of advice and service was left rather wanting. A family member suggested we contact Paul to have a chat, and we were very impressed. We are so grateful that Paul was recommended to us, they couldn't speak more highly of him, and they weren't wrong. Ours was a long journey lasting for well over a year. Paul was with us from the beginning, guiding us with budgeting, managing our expectations and equipping us with the knowledge and confidence to pursue our dream home. After a nerve-wrecking journey and missing out on several properties, we eventually found our ideal home. We are so happy with our journey. Paul patiently kept us focused on our goals the entire time. His decades of experience and knowledge were conveyed to us through his professional, confident approach, which in turn filled us with the confidence we needed. Thanks Paul!