If you contact any of our below partners and mention that you found them from our website, you get a FREE consultation.

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Inovayt 

James Rae

ACL: 391333

The difference between the brokerage services Inovayt provides with other brokers, is that we take the time to really get to know you so that we can recommend the best financial solution for your individual needs and goals. We work alongside you every step of the way to ensure that you know what’s happening and to ensure you’re achieving the most that you can from our broad range of brokerage services.

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Fast Repay Home Loan

ACL: Fast Repay Home Loan AR of Solidaire Lending ACL 473315

At Fast Repay Home Loan we show you how to get your income working for you, as well as reducing the term of your home loan & your monthly mortgage repayments. We see many potential clients struggle with their mortgage for 25 years or more, merely hoping that this debt will be paid off before they retire. It is our aim to help you pay off your mortgage sooner thereby ensuring a more secure future.
We take the confusion and frustration out of finding the right solution. Our service is all about you – we spend time with you to understand your needs, your goals and your lifestyle.

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Create and Protect Financial Planning

AFSL: 225738

Create and Protect Financial Planning is a leading financial services firm that offers tailored strategic solutions for their clients to help them create and protect their wealth. Their highly professional and dedicated team provides services on, but not limited to:
• Superannuation
• Risk Management
• Investments
• Estate Planning
• SMSF (Self-Managed Super Funds)
• Retirement and Transitioning To Retirement Planning

Key reasons why you may wish to deal with Create and Protect:
– You receive personalised advice, not a one-size-fits-all pre-determined solution.
– You benefit from both the services and education, in preference to products and sales.
– You deal with a team of specialists, rather than a general practitioner.
– You hear simple solutions, instead of technical jargon.
– You end up with financial peace of mind, not just a financial plan.

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Flinders Accounting

Miriam’s Tax Agent #: 25300795

Fab Accounting are property tax experts. We help you to maximise the tax benefits of investing in property, structure your investments correctly and move forward financially.

We specialise in:

  • Property Tax Accounting
  • Asset ­­­­­­Protection Strategies
  • Self-Managed Super Funds
  • Tax Planning for Legally Reducing Taxes
  • Business and General Accounting and Tax Advice

Our team of proactive and experienced accounting professionals are dedicated to assisting you and your family achieve your financial goals. We were recently voted as one of the Top 10 Tax Return Experts in Australia and are Xero Certified Advisors.

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Walker Real Estate International

As an organisation, we, at Walker Real Estate International are focused on empowering our clients, working alongside them and our third parties to enable them to build property portfolios that will sustain them long into the future; bringing consistent annual growth to their portfolio.

In the property management sector, we manage properties within an 80km radius of the CBD.  We are one of the few companies in Melbourne to provide management and leasing services for off the plan properties, including checking over the construction of the property as an independent body; all as an included part of our services.

Blaak & Associates is a boutique sized law firm that adopts a holistic and modern approach to solving legal issues and providing prompt and sound professional advice.

Whether buying or selling your home or negotiating the deal of a life time no legal issue is too big or too small. Whatever your legal need our intention is to provide the right solution on time every time.

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Eclipse Super – SMSF Borrowing Solutions

ACL: 472468

Eclipse Super Pty Ltd is a both a Mortgage Manager and Broker, operating under an Australian Credit Licence (ACL). Having access to a range of lenders allows Eclipse to compare product features and interest rates to obtain great outcomes for our clients.

Eclipse is also a market leader in SMSF loan products with exclusive access to very competitive interest rates and LVR’s under the “Eclipse Super” Limited Recourse Borrowing Arrangement (LRBA).

AFSL: 401712

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Wealth Foundry – SMSF Specialist Advice

Wealth Foundry is a licenced representative of Synchronised Business Services Pty Ltd – AFSL:  243313

AFS Representative Number: 000412586

Wealth Foundry is proudly a client focused Financial Planning practice. We will assess your needs and provide comprehensive and tailored recommendations in a Statement of Advice. We act exclusively in the best interests of our clients, supported by the fact that we do not pay or receive referral fees.

As a Wealth Foundry client, you will receive ongoing compliance advice, support and portfolio reviews to help you grow your super and build wealth for retirement.

Blaak Huynh Lawyers

Blaak & Huynh Lawyers

Blaak and Huynh Lawyers is a boutique sized law firm located in the eastern suburbs that adopts a holistic and modern approach to solving legal issues and providing prompt and sound professional advice.
Whether buying or selling your home or negotiating the deal of a life time no legal issue is too big or too small. Whatever your legal need our intention is to provide the right solution on time every time.

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Oakley Thompson & Co

Oakley Thompson & Co is a boutique legal practice located in the Melbourne CBD. Oakley Thompson & Co was established in 1881 in the Victorian Wimmera. Through the provision of sound legal advice and exceptional customer service, Oakley Thompson & Co prospered and expanded throughout Victoria. This expansion included the opening of a Melbourne office in the 1960’s to service the growing commercial needs of the our clients.

We take pride in our heritage of having provided legal services to Victorians continually for one hundred and thirty seven years, and we are committed to continue to do so for many more decades. We seek to develop deep and enduring relationships with our clients, spaning decades and generations.

Oakley Thompson & Co is dedicated to providing the highest quality of legal services through its focus on communication procedures, the employment and development of professional staff, and diligent practice management. Our lawyers have the experience to identify clients’ commercial and legal issues and provide practical solutions. We pride ourselves on being flexible enough to react quickly to urgent instructions and meet essential deadlines. As a relatively small firm, we can also offer personal communication and regular interaction with our clients so that they know that their legal issues are being addressed. These attributes ensure that Oakley Thompson & Co deliver definitive legal services that exceed client expectations.

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