Money Smart Specialists
We are Financial Planners and Mortgage Brokers servicing South East Queensland. We specialize in financial strategy to get you back on track to ensure consistent and incremental improvements in your Financial Health.
Our areas of expertise are; Financial Planning, Cash flow and Budgeting, Debt Consolidation, Mortgage Lending, Risk Planning, Tax Planning, Managed Investments, Superannuation, SURE Property Options and Real Estate Investment.
We help transfer the power back to the people. Power to learn, Power to Compare, Power to Choose and Power to control your own Financial Destiny. Financial Advice is not just for the wealthy. Financial planning is the Fast Track to financial certainty for anyone with an income and desire to succeed.
- Financial Planning
- Mortgage Lending and Debt Reduction Strategies
- First Homebuyer Fast Track
- Refinance and Investment Loans
- Direct and Indirect Property Investment
- The SURE Property Option©
- Reverse Mortgages
Our initial consultation is FREE. Over 90 minutes we will mind map your entire financial life, define goals and values and collect all the required details and documentation to provide a blue print to achieve your life’s goals with certainty.
“We believe every second you invest earning an income comes at the expense of valuable time with your partner, your children and your passions.” How many sacrifices are you prepared to make trading time for money? It’s time to break the chain; earn each dollar with purpose and make every dollar count.
The average Australian works 8 hours a day 5 days a week 48 weeks a year. They do this for an average of 45 years and still retire broke. Why? Because they do not have a plan and are not consciously aware of the fundamental laws of money. Wealth is simple.
Spend less than what you earn, Save a small amount consistently and have a measurable financial plan that is realistic, manageable and regularly reviewed.
