Business Details
26 Years
experience
Trusted Mortgage Brokers in Brisbane | Capital Wealth Finance
Capital Wealth Finance is a boutique mortgage brokerage and planning firm established since 2000. We provide quality loan and property advice to professionals and business owners, standing the test of time while serving three generations of clients. Our team delivers strategic financial advice tailored to busy professionals, ranging from residential and commercial loans to insurance risk management and property investment.With a focus on SMART strategies, we help clients own homes faster, grow wealth through property, and implement protective insurance solutions. Our network of experts has resolved complex financial challenges, including securing $3.2M commercial loans with no presales and reducing interest rates from 5% to 3.09%, saving clients thousands annually. Backed by 25+ years of industry experience and 150+ five-star reviews, we prioritize client goals as if they were our own.
Services
Home Loans
Commercial Loans
Business Loans
SMSF Advice
Property Investment
Risk Insurance
Debt Consolidation
Franchise Funding
Development Loans
Equity Release
Details
- Year established: 2000
Highlights and features
- 25+ years of industrial experience serving 5000+ business owners
- Expert guidance in complex investment lending and SMSF property loans
- Secured competitive rates saving clients thousands annually
- 150+ five-star Google reviews for superior client service
- Tailored financial solutions for professionals and expats
What people say
Dedicated and knowledgeable
Trusted advisor status
Simplified complex loans
Competitive rates secured
Timely approvals achieved
Services
Mortgage Brokering
We offer comprehensive mortgage solutions tailored to individual needs, including residential, investment, and commercial property loans. Our team negotiates competitive rates and structures loans to accelerate homeownership while minimizing costs. With access to 50+ lenders, we streamline approvals for first-time buyers and seasoned investors alike.
Business Loans
Tailored business loan options from $5,000 to $200,000 support cash flow, equipment purchases, or expansion projects. We partner with 50+ lenders to secure rapid approvals, often within 24 hours, while offering strategic advice to optimize debt structures and fuel sustainable growth for SMEs.
SMSF Property Advice
Specialized guidance helps clients leverage self-managed super funds for property investments. We structure compliant loans to acquire residential or commercial assets, maximizing tax benefits and retirement savings through strategic property portfolios under SMSF frameworks.
Risk Insurance
We provide life, trauma, and income protection policies to safeguard assets and ensure financial stability during unforeseen events. Our tailored insurance strategies protect clients' wealth, offering peace of mind while supporting long-term financial goals through tax-effective solutions.
Property Investment
Our property investment services focus on identifying high-yield assets and optimizing loan structures to build generational wealth. We advise on asset protection, tax-efficient entities, and portfolio diversification, leveraging 25+ years of market expertise to maximize returns.
Questions
What loan types does Capital Wealth Finance offer?
We provide residential, commercial, business, SMSF, and investment property loans, along with debt consolidation and equipment financing options.
Can I get a mortgage with a low deposit?
Yes, we assist clients with 5% deposits through government schemes and alternative lending solutions tailored to first-time buyers.
How do SMSF property loans work?
We structure compliant loans allowing self-managed super funds to purchase investment properties, optimizing tax benefits and retirement growth.
What insurance products are available?
We offer life, trauma, income protection, and TPD cover to safeguard your financial future against unforeseen circumstances.
How quickly can business loans be approved?
With 50+ lenders, we often secure approvals within 24 hours for qualified applicants needing urgent funding solutions.
Do you service expats and international clients?
Yes, we specialize in cross-border financial solutions for expats seeking Australian property or business investments.
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