About Us
We specialise in working with clients over 35 years old and enjoy solving more complex finance and wealth creation challenges. Our clients understand the value of good advice and appreciate the benefits of an all-encompassing personalized strategic wealth plan.
We are a team of Mortgage Brokers and Financial Planners working collaboratively to help you achieve life's goals with Certainty. Our areas of expertise are focused on three specific areas;
- Mortgage and Debt Strategies
- Accumulation of Wealth
- Family and Asset Protection
This includes expertise in the following areas;
- Wealth Creation
- Wealth Preservation
- Succession Planning
- Mortgage Lending & Debt Consolidation
- Real Estate Investment Strategies
- Estate Planning Strategies
Strategic Planning is the Fast Track to financial certainty for anyone with an income and the desire to succeed. Let us share our Knowledge for your peace of mind.
Request a Call BackEnriching lives through Planning
"We believe every second you invest earning an income comes at the expense of valuable time with your partner, your children and your passions.”Testimonials
- Jason was able to "make the impossible possible". After experiencing endless heartache and unprofessionalism from another lender to build our new home, Jason was able to quickly get the ball rolling and ended up getting our loan with our preferred lender anyway. Jason responded to my endless questions with courtesy, clarity and timeliness. I have recommended him to workmates and would not hesitate for a second to use his services again. I am very appreciative of his help and friendly approach.Gail S. – NSW
- I met Jason when presenting a wealth seminar in Gladstone in 2012. Jason has been very professional and reliable and has had no hesitation in recommending me to the appropriate professional best qualified to assist me with my goals. I have no problem recommending Jason for assistance with finance, Investments or wealth education. He is valuable to any ones team.Anne M. – Gladstone
- Running my own business and having experienced astronomical growth I found it very difficult to focus on my personal wealth. Jason has been excellent in pointing me in the right direction to help streamline not only my personal wealth but also my business affairs as well. I am now connected with the right team of professionals and achieving more with less effort than I ever thought was possible.Racheal M. – Brisbane QLD
- Unsure of the best way to accumulate wealth for our retirement we have been working with Jason since 2011. Over that time Jason has always been available to hold our hand and walk us through any questions, concerns and even the odd issue along the way. I am happy to recommend Jason. He is professional, reliable and has gone out of his way on many occasions to accomplish our goalsCraig L. – Kedron QLD
- We met Jason whilst presenting a seminar in Mackay in 2012. Having done well with our existing property we were looking for guidance to make the most of our next 10 years to ensure that we have the required assets to fund a comfortable retirement. We have the peace of mind that we can count on Jason regardless of the difficulty. He is Patient, thorough and reliable. I believe Jason to be an asset to team of advisors.David J. – Mackay QLD
- Being new to Australia and motivated to build wealth for my family, I have been working with Jason since 2012. He has been excellent in the guidance and education around many aspects of property investing, business and finance. We look forward to the ongoing relationship for many years to come.Conrad K. – Mackay QLD
