We provide full range of services related to home loans / mortgages. Apart from offering a complimentary mortgage health check* (normally, valued at $220) which compares different loans, we offer a choice from 1000 products over 30 different lenders (bank & non-bank) thus ensuring that you get the most suitable deal available in the market.
We can also save you $$ thousands $$ of dollars by advising you on the best possible refinance/mortgage switch over solution. Our specialized services take care of you whether you are a first home buyer or looking for investment property loan.
PERSONAL LOANS / BUSINESS FINANCE
We can arrange fast and easy loans of all types - CAR/ VEHICLE / PERSONAL and also HIRE PURCHASE / LEASING.
We specialize in business loans, commercial loans, construction loans, negative gearing and debt consolidation.
New client referral reward starts from $50 or 0.05% of the loan.* Existing clients will be similarly rewarded
Being self managed super fund specialist advisers, we have the expertise to set up administer and maintain compliance of your self- managed super fund so that you can gain control of your super. Superannuation legislation keeps on changing and we provide the best super strategy so that you are entitled to optimum returns from the super scheme.
Our unparalleled service features are:
Ongoing administration & regulatory compliance of super fund during the year
Preparation of statutory statements for the fund
Preparation & lodgment of tax returns for the SMSF
Professional & reliable advice for related issues such as estate planning and family matters
Call Michael Todd (AFSL NO 239197) for a complimentary assessment (normally $440).
FINANCIAL PLANNING PRACTICE MICHAEL TODD AFSL NO. 239197
We provide financial planning advice to a wide range of clients from small business owners to wage earners and young families as well as those nearing or already retired. With our accounting practice working side by side with our financial planning practice, we are able to assist clients with more complex financial needs and structures.
Investment advice & superannuation
Mortgage reduction planning
Wealth creation & asset protection (including personal insurance)
Protect your income (income protection insurance)
Protect your family’s lifestyle (life insurance, trauma, TPD insurance)
Social security advice
Cash flow management
Self managed super fund
Term deposit interest rate maximiser giving you the power to maximize the interest on your term deposits.
Our first consultation is complimentary (up to 20 minutes, normally valued at $165) and we charge low set fees which are generally charged as flat fees - dollar amount or per hour rate.
This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.