Need a simpler SMSF loan and investments?

You're in the hands of a SMSF loan brokerage that is committed to making a serious difference in your financial future.

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Our commitment to our SMSF loan clients

We will be honest, transparent and personalised with our advice.

You will be kept up-to-date proactively.

We will always return your calls, texts & emails.

We aren't here to sell to you. We're here to listen, guide and advise.

Your team of SMSF loan experts, available when and where you need us.

Meet Our Team

The steps for your SMSF loan

1. Consultation

Introduction & discussion about your finances, where you need our assistance and what your SMSF loan aspirations are.

2. Analysis

We’ll analyse your financial information and prepare our SMSF loan recommendations. We will then meet to discuss our analysis and go through your situation in depth.

3. Proposal

We prepare & send you our SMSF loan proposal, summarising our strategy and recommendations, including reasoning behind how these recommendations
meet your financial objectives.

4. Submission

We lodge your SMSF loan application to the lender and follow up until a favourable outcome is reached. We will proactively keep you informed throughout this process.

5. Settlement

We obtain your SMSF loan contracts, walk you through important information you need to be aware of, then co-ordinate all parties to achieve settlement.

6. Management

We’ll help manage your SMSF loan portfolio, ensuring we proactively negotiate with your lender to maintain the best possible package. We’re also available for any queries or additional SMSF loan needs.