Checklists

When comparing home loans it is important to look further than the advertised rate.

Are there ongoing fees and if so what do you get for your money? Do you want a packaged deal with all the fruit like credit cards, line of credit, multiple loan splits and offset accounts or a lower cost no frills setup? Do you need to look at owner occupied rates or investment rates?

This checklist is designed to help you determine what you find important in a loan and which lenders meet these requirements.

If you would like assistance we are able to provide mortgage broking services without any out of pocket costs to you. To get started, contact our Brisbane office here.

Back in 1849 AMP was formed as a non-profit life insurance company.

Financial planners are often seen as predominately life insurance sales people and if you have ever watched day time television you would have been bombarded with life insurance advertisements. Despite this owning a financial advice practice in Brisbane has taught me that most people do not have appropriate insurance cover.

I believe this is because there is a lack of trust, understanding and importance when it comes to insurance advice. To help build that trust I have created an insurance checklist to transparently walk you through the life insurance advice process which you can easily save and print.

If you would like to talk to a trusted financial advisor in Brisbane talk to me Daniel Wong by booking an appointment today.

The biggest stress when it comes to applying for a loan is having the loan approved by the finance and settlement deadlines.

This can be a stressful period easily avoided by setting realistic time frames and having all the minimum supporting documents ready before your first meeting with a mortgage broker.

To help you prepare for your meeting I have prepared a mortgage document checklist which can be saved and printed.

If you would like to benefit from mortgage broking services with no out of pocket expense in Brisbane book an appointment today.

If you have multiple Superannuation funds or if you have not reviewed your Superannuation in over two years then it could pay to do so.

A lot of advertisement and marketing is directed towards investment returns which will always be a variable.

This checklist is designed to help you determine what features and certainties are important to you. As your financial advisor we can help you be clearer about your goals, your options and provide financial advice in your best interest. Often any costs can be paid from your Superannuation balance with no out of pocket expenses.

To learn more book an appointment today.