FINANCE
Mortgage Broking & Asset Finance
Achieve Your Financial Freedom
In addition to our financial planning and cash flow work, we also operate a qualified mortgage broking service specialising in home loans, refinancing and construction loans.
We are also accredited to handle your asset finance – a common area where you can end up paying thousands of dollars unnecessarily.
People need to feel supported and well advised when borrowing money as it is one of the most important financial decisions you will make.
Not getting it right can jeopardise your family’s goals and objectives.
At first glance, it might look like banks and other lenders offer pretty-much the same thing – but the finer detail can amount to tens-of-thousands of dollars difference over the life of the loan.
We work with you to assess your individual financial circumstances to determine the type of loan that is most appropriate for you.
Using the most up-to-date information available, we’ll then provide you with a number of options, comparisons and a clear plan for the life of the loan you have chosen.
On top of making sure you understand the way the loan is structured, we’ll take the hard work out of it by managing the process with the lender and completing the paperwork.
So whether you’re a first home buyer, an investor, commercial developer or just want your existing mortgage assessed to see if there’s a better deal for you, we can help.
Finance Services
Financial Expertise, Tailored to Your Needs
FIRST HOME BUYERS
Buying your first home should be enjoyable. However, with hurdles such as mortgage insurance, stamp duty and legal costs, it can become overwhelming. Why not let Fennell West do the hard work for you? We provide customised advice, ensuring that you are well informed, and can also enjoy the moment you’ve worked so hard for.
INVESTMENT LOANS
While paying off a loan may seem like a long and daunting journey, it doesn’t have to be with the right advice and planning. Once some of your mortgage is paid off, you may be able to use the equity in your home to get ahead through strategic investing, ultimately fast-tracking your mortgage and creating wealth you didn’t know was possible.
MORTGAGE HEALTH CHECK
Like anything, sometimes it’s important to take a moment and assess your situation. With hundreds of different types of loans in today’s market, it is important to ask yourself if your loan is outdated or whether it is still the best option for you. We know the market thoroughly and can often save our clients hundreds, if not, thousands of dollars in interest every year.
BANKING SOLUTIONS
You’ve worked hard for your money so it’s important to know whether you have the right banking structure which ensures your money is working equally hard for you. If you’re paying high fees and not maximising on savings, it may be time to stop and take time to consider whether your current banking structure is right for you.
Our Lenders
Our Core Services
Financial Expertise, Tailored to Your Needs
Wealth Creation and Growth
We work with lots of clients who know they want to take steps towards wealth creation but don’t know where to start.
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Retirement
It is imperative that people planning their retirement do some work to establish their cost of living and what other goals they have for retirement.
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Family and Asset Protection
Family and asset protection is a complex area that requires attention and planning as part of your overall financial strategy.
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Superannuation
Fennell West can guide you with your superannuation investments, ensuring adequate retirement planning.
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GPS Program
The GPS Program is driven by a passion for helping clients do something today that will get them where they want to be tomorrow.
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Debt
When we talk about debt, we predominately talk about setting up efficient ways to manage your mortgage. We help people weigh up the best way to borrow.
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Estate Planning
There’s more to estate planning than wills and superannuation beneficiaries. It’s about your financial legacy and what you want to achieve.
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Aged Care
Did you know that with the recent reforms to aged care, you may be up for $350,000 to enter an aged care facility, if and when the time comes?
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Our Team is Here to Help You
