About Us

Your wealth journey starts here.

I have been in the property development and financial industry since 1998.

I left a high profile career to set up this financial service business to help you create and grow wealth through smart strategies.

I am passionate about creating wealth and sharing my experience and knowledge that is not typically available through brokers and lenders. My expertise and technical knowledge can help you own your house faster through proper loan structuring and selecting the right financial products for you. This will grow your wealth so you can secure your financial freedom. I provide my clients with a comprehensive and holistic financial service approach to wealth creation and management.

My Client Valued Proposition and Service Commitment

My expert knowledge will help you:

  1. Structure the right loan and financial strategies
  2. Help you own your house faster
  3. Build and protect your wealth
  4. Take control of your financial freedom

With access to a wide range of lenders and loan products I can help secure the right loan for you and achieve your financial independence. I understand everyone has different financial needs and goals, I have a team of specialists ranging from accountants to lawyers and property agents that can identify and resolve any problems and turn your financial dreams into reality.

Jenny used a holistic wealth creation approach to structure my home loan, she provided excellent after loan settlement services, showed me ways to knock off the loan and has helped me to own my house faster. I paid off my home loan within 3 years and 3 months. I have saved thousands of dollars in interest and I have more than 8 investment properties in less than 10 years with her help. Angus Wong, Holland Park West, QLD

I can save you the time, money and effort by researching and analysing hundreds of loan types so you can make informed decisions about your financial future at no cost to you. I will also provide you with additional knowledge and tips that can assist the ongoing management of your loans, so you can get the most out of your chosen lender and loan products to own your house faster. The different loan types I offer include:

  • Residential Loans - Home, Investment, Land, Construction, Debt Consolidation, Equity Release, Refinance, Low Doc, Non Confirming, Trust and Company Applicants
  • Commercial Loans – Property Development Loan with no Presale requirements, Business Loan, Franchise Funding, Debtor Finance, Commercial Loan with rate starts from mid 5%
  • Business Loans - Office Equipment Loan, Personal Loan, Car Loan, Manufacturer Equipment, Hire Purchase, Chattel Mortgage, Franchise Loan
  • Self Managed Super Fund Loans (SMSF)

First Home Buyers

95% Home Loan

Home Loan Pre-approval

Property Investment Loans

Business Community Involvement

2011 Business Award Achiever

Qualifications

  • Degree in Accountancy and Information System
  • Diploma in Finance and Mortgage Broking Management
  • Diploma in Financial Planning
  • SMSF Certification by Kaplan

I also offer the following services: Property Development Funding, Private Equity Funding, Identifying growth assets liked good quality property in a growth area, Unit trust, Cash management, International and local shares, Business Structuring and Retirement planning. Superannuation – SMSF setup and loan structuring. Insurance Services I provide to protect your hard earned wealth are: Mortgage Protection, Landlord Cover, Home and Contents, Car insurance, Income Protection, Life, Total Permanent Disability, Trauma, Business Indemnity and Commercial Insurance and Wealth Protection Review.