Our team, associates and referral partners provide services in the following key areas:

FINANCIAL PLANNING

A financial planner is your key strategic advisor in wealth creation. Our key referral partner, Jason Davis can assist with investment strategy, superannuation including self-managed super funds, insurance and risk mitigation and investment options across property, managed funds, shares and many other platforms. Jason and Investment Alternatives are authorized representatives of Advocate Advisory Pty Ltd, AFSL 405576. You can download Jason’s Financial Services Guide from the Advocate Advisory website www.advocateadvisory.com.au.

MORTGAGE BROKING AND FINANCE

Mortgage brokers can review your current loans to ensure you have the best deal and source the best loans to suit your needs. They provide advice on structuring your finance and securing a competitive rate, taking you through the process step by step and keeping you informed along the way.

INVESTMENT

Whether you’re just getting started or are an experienced investor, we can help you assess and secure investments that meet your strategic objectives. Speak with one of our team members before making your investment decisions to ensure you are armed with the appropriate information.

MONEY MANAGEMENT

How you manage your money has an effect on almost every aspect of life: where you live, where you take your holidays, where your kids go to school, your lifestyle now and in retirement. Take control of your cash flow and where your money is going! Get clear on your current position and learn how reducing ‘bad’ debt and creating leverage can help you change your financial future.