Capital Wealth Finance is a boutique financial brokerage and planning firm established since 2000 to work for you only, not for the banks. We take pride in providing quality financial advice that focusses on our clients' best interests. This statement has stood the test of time as we are currently servicing the 2nd generations - the children from the 1st clients and soon, the 3rd generations.
We provide a full range of financial loan products from residential home loans to commercial and development loans. We also provide insurance and risk management and legal services to our clients. Through our network of professionals, we help clients in their retirement and estate planning hence resolving a wide range of financial issues.
We provide a full range of financial loan products from residential home loans to commercial and development loans. We also provide insurance and risk management and legal services to our clients. Through our network of professionals, we help clients in their retirement and estate planning hence resolving a wide range of financial issues.
Services
Services
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At Capital Wealth Finance, we offer a full range of wholesale and main stream financial products ranging from home loans to various investment options which allow you to invest and grow your wealth. We are Your Wealth Creation Partner providing holistic financial service to help you achieve your identified goals in timely manner.
Finance and Mortgage Services
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We offer a full range of wholesale and specialized finance brokerage and have the expertise to structure the right loan type for you. Thus allowing you to expand your investment plans faster. As getting the wrong loan can significantly hinder your wealth creation process, we have saved you time and effort by researching, comparing and analyzing these loan types so you can make an informed decision at no cost to you.
Risk Insurance
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Risk insurance policies are financial products that will pay the policy holder if the 'insured event' - such as becoming unwell and being unable to work - happens. That is why risk insurances play an important role in any financial planning. Insuring yourself against a loss of income allows you to secure that life for you and your loved ones goes on, even if an unwanted event occurs.
Property
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We know that property is probably the most important part of your wealth creation strategy. This is because it is hard to attain financially freedom without growing assets like properties. We provide financial advice on how to stucture your purchase, the entity type (SMSF, Company, Trust) to hold the asset class and its tax implications.
Self-Managed Super Fund Advice
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As the name suggests, a self-managed super fund is one that the members manage for their own benefit. Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan.
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