Capital Wealth Finance Consultant & Mortgage Broker

At Capital Wealth Finance, we prioritise your financial wellbeing above all else. As a boutique mortgage brokerage and planning firm, we have been providing quality loan and property advice to professionals and business owners since 2000. We take pride in the fact that we have been serving the second generation of our clients - the children of our first clients - and are now looking forward to serving the third generation. Our mission is to provide strategic financial advice to busy business owners and professionals to help them achieve great financial success.

Our team is experienced in providing a full range of wholesale and mainstream financial products, allowing you to invest and grow your wealth. We are your wealth creation partner, and we offer holistic financial services to help you achieve your identified goals promptly. Our services include residential home loans, commercial and development loans, insurance risk management, and property management. We have a network of experts who have helped our clients create better retirement outcomes and resolved a wide range of issues through our SMART strategies.

Finance

We offer a full range of wholesale and specialized finance brokerage and have the expertise to structure the right loan type for you. Our team has saved you time and effort by researching, comparing, and analyzing loan types so you can make an informed decision at no cost to you. We understand that the wrong loan can significantly hinder your wealth creation process, which is why we review our customers' loans every 12-18 months, vital in uncertain environments.

Risk Insurance

Risk insurance policies are financial products that will pay the policyholder if the 'insured event' - such as becoming unwell and being unable to work - happens. Insured events include things like temporary illness, permanent illness, temporary injury, permanent injury, or the premature death of the insured person. Risk insurances insure your good health, which is actually your most important financial asset. That is why risk insurances are almost always the essential first step in any financial plan. Insuring yourself against a loss of income or earning ability allows you to ensure that life for you and your loved ones goes on with the quality you want, even if something unwanted happens.

Property

We believe that property is probably the most important part of your wealth management strategy. This is because it is hard to become financially secure without owning at least one property. If you can own more than one, things get even better. We advise on all forms of property: residential homes, investment properties, and commercial properties. We always start with your family home because the family home occupies a special place for most Australians. Our home ownership rates are amongst the highest in the world.

SMSF

As the name suggests, a self-managed super fund is one that the members manage for their own benefit. Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for them).

At Capital Wealth Finance, your financial wellbeing is our utmost priority. Contact us today to book a free 30-minute financial review so you can confidently face the uncertain future.