To challenge, inspire and educate Australians to better manage their money so they can live a life full of rich experiences. To give the right advice we need to understand your bigger picture. We don't just provide you with the solution that is easiest for you and us instead, we ask the harder questions and challenge your answers when we feel we need to.
The end result is not just providing a lending solution, but a money management plan that will put you in the best position to reach your goals.
The end result is not just providing a lending solution, but a money management plan that will put you in the best position to reach your goals.
Services
Why Choose Us
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To be able to afford these things - and ultimately live a life with unforgettable experiences you need to take a proactive approach to money management. Firstly, we're different to brokers (who usually set you up with a loan and forget about you after settlement). And we're not like the big banks (who often pigeonhole you into a prefabricated product that just makes them a whole lot of money).
Services
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The way we see it, there are four key areas worth focusing on to get the most from your personal finance. Don't make a decision you'll regret when buying your next property. Putting off updating your superannuation and insurance policies? We work with a select group of finance industry partners to get every aspect of your personal finance in order.
Loans
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But you won't always get the peace of mind and personal assistance that comes when working with a mortgage manager like FinancePath. Manage every aspect of your loan from the time you apply, until the day you make your final repayment. Source your loans from the wholesale divisions of major Australian banks, which saves you money and gives you greater flexibility over how you manage your loan.
Property Solutions
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Six steps in our Property Solutions Process is all it takes to start achieving your property goals. Plus, our extensive range of property reports will arm you with the information you need to make the right decision about your next purchase. By taking the guess work out of buying property, you'll have peace of mind when making your next move.
Financial Planning
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We carefully select our preferred partners based on their areas of expertise, service level, transparency and personality. Alternatively, if you have an existing planner, we will work closely with them to ensure any other services we provide fit in with your overall financial plan. Ultimately, it's about giving you financial clarity in every aspect of your life.
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