WHAT WE DO FOR YOU

Our team is with you on every step of the process and you will always be welcomed. Our advice is unbiased and we lay out all the options in a clear and easy to understand way for you to make an informed decision.

We will ask you to rank our performance at the end of the process and tell us how we did. We want to know, so we can improve and provide you with a better service. Our most valuable asset is you, the happy client. 


Amit Kumar
Amit Kumar

Amit believes in making long-lasting relationships and providing products and services that truly make a difference to people’s lives.

Having the role of a first home buyer, property owner, investor himself, Amit can relate to your situation in life and understand how complex the process can be to find right loan.  It’s through this understanding that drives him to make the loan process as easy and stress-free as possible.

Amit can also assist you with your car loan, personal loan, insurance and commercial loan. So give him a call on 0488 027 337 and he will be happy to meet you at a place of your choice.


Patrick Jong
Patrick Jong

My love of financial planning stems from the ability to help people enhance their livelihood and protect them from the uncertainties in life. There’s nothing like knowing you’ve helped someone take the necessary steps to build their wealth whilst making sure they have access to it when it really counts.

I’ve worked with a variety of different clientele, from mums and dads looking to protect their family to high net worth investors who want to make the most of what they’ve got.

No matter who they are or what stage of life they’re at, I am committed to helping my clients meet their full financial potential.


Contact us today.


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