Discover Your Options

Get In Touch With A Free Financial Planner

The information you enter below will ONLY be used in relation to your request.

Unlike other companies, your details will NOT be sold to telemarketers. You will NOT be spammed or hassled by us or anyone else.

A certified financial planner will discuss options available to you at no-obligation and NO HARD SELL!

Message

Investment PropertyFinancial Planning


Shares/ Stock MarketPortfolio AnalysisHigh Performance Super FundFunds ManagementIncome ProtectionLife InsuranceInvestment PlanningRetirement Planning

Positive-GearedNegative-GearedQuick SettlementThrough SuperGold Coast & BrisbaneAustralia-WideIn AsiaCompare Companies

Would you like to see if you can get immediate positive income from Gold Coast investment property?
Click here for a free assessment

Free $1650 Statement of Advice

Yes

e.g. 12th June @ 5pm


e.g. 1/140 Bundall Road, Surfers Paradise, 4217

Income

$ per year

Minimum income for financial planning strategies is $40,000pa.

PAYGSelf-Employed
Did you know that income tax can be used to help repay another mortgage? We ask this question to provide these kinds of options.

Position

Please enter all fields if you can. This helps us serve you better. For example if looking for investment property, banks usually require 5-20% of the purchase value as a deposit, but we can use options other than cash or savings.


$

If over $20,000 we can show you how to retire with 6 figures.


$

Property value minus amount owed.
(e.g. $400,000 value minus $250,000 owing = $150,000 equity).


$

Contact Details

Can be first name only if you are concerned about privacy


Needed for reply email, or for appointment confirmation and further details etc.


10 digits for local and mobile. e.g. 0700000000 or 0400000000


Enter referrers name or Google, Bing, Yahoo, Facebook, Gumtree, etc.

Free Tablet

Refer them now to get a free tablet at your appointment, and they'll also get one at theirs!
Yes

Referral Details

Unlike other companies, this information will NOT be sold to telemarketers. They will NOT be spammed or hassled by us or anyone else.


Can be first name only if you are concerned about privacy


Needed for appointment confirmation or further details etc.


10 digits for local and mobile. e.g. 0700000000 or 0400000000


Enter the best time to contact them


Needed for in-home appointments

Message

Investment PropertyFinancial PlanningRefinancing & Loans


Shares/ Stock MarketPrivate Client AdvisorsPortfolio AnalysisSuperannuation AcceleratorsFunds ManagementFinancial PlanningInvestment PlanningRetirement Planning

Positive-GearedNegative-GearedQuick SettlementThrough SuperAustralia WideIn South East QueenslandIn Asia

Would you like to see if your financial situation allows you to comfortably buy an investment property?
Click here for a free affordability assessment

Their Basic Situation
Income

$ per year

Minimum income for financial planning strategies is $40,000pa.

PAYGSelf-Employed

Their Position

Optional but please enter all fields if you can.


$

If over $20,000 we can show them how to make their super more lucrative and flexible


$

Property value minus amount owed.
(e.g. $400,000 value minus $250,000 owing = $150,000 equity).


$

Unlike other companies, your details will NOT be sold to telemarketers. You will NOT be spammed or hassled by us or anyone else.