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Capital Wealth Finance - Annerley - Financial Consultant and Mortgage Broker
766 Ipswich Road, Annerley, Queensland, Australia
About Capital Wealth Finance - Annerley - Financial Consultant and Mortgage Broker
Welcome to Capital Wealth Finance - Annerley, your trusted financial consultant and mortgage broker in Australia. Located at 766 Ipswich Road, Annerley, we are a leading establishment in the finance and insurance industry, serving as a point of interest for individuals seeking expert financial guidance.
At Capital Wealth Finance, our primary goal is to help you own your house faster and provide the foundations for growing your investments, ultimately achieving financial freedom. As your strategic partners, we offer objective guidance and tailored financial solutions that meet your specific needs at all times.
When you choose us, you can rest assured that you are in safe hands. We work exclusively for you, considering your finances as if they were our own. This commitment ensures that we provide you with the best financial solutions available, taking into account your long-term goals and aspirations.
Established in 2000, Capital Wealth Finance is a boutique financial brokerage and planning firm that prides itself on delivering quality financial advice focused on our clients' best interests. Over the years, we have built a reputation as a trusted advisor, serving not only our initial clients but also their children and soon, their grandchildren. Our services encompass a wide range of financial loan products, including residential home loans, commercial and development loans. Additionally, we provide insurance and risk management, as well as legal services to our valued clients. Through our extensive network of professionals, we assist with retirement and estate planning, resolving various financial issues and ensuring a secure financial future.
We offer a comprehensive range of wholesale and mainstream financial products, from home loans to various investment options, allowing you to invest and grow your wealth. As your wealth creation partner, we provide holistic financial services to help you achieve your identified goals in a timely manner. To get started, call Capital Wealth Finance today to book a free 30-minute financial review, enabling you to face the uncertain future with confidence.
In addition to securing competitive mortgage rates, we also offer investment strategies to minimize your tax and help you create wealth, ensuring a comfortable lifestyle during retirement. We empower you with knowledge, simplifying complex financial terms and guiding you through the investment arena so that you can make informed decisions and achieve your financial goals.
Consider us your personal GPS, providing you with quality financial guidance and expertise. With our broad variety of financial products, we choose the perfect type of loan for you every time, enabling you to attain financial freedom.
Choose Capital Wealth Finance - Annerley as your trusted financial consultant and mortgage broker. Let us help you pave the way to a secure and prosperous financial future.
Photos of Capital Wealth Finance - Annerley - Financial Consultant and Mortgage Broker
766 Ipswich Rd, Annerley QLD 4103, Australia
Opening hours of Capital Wealth Finance - Annerley - Financial Consultant and Mortgage Broker
Monday:
09:00 - 21:00
Tuesday:
09:00 - 21:00
Wednesday:
09:00 - 21:00
Thursday:
09:00 - 21:00
Friday:
09:00 - 21:00
Saturday:
09:00 - 21:00
Sunday:
09:00 - 21:00
Reviews of Capital Wealth Finance - Annerley - Financial Consultant and Mortgage Broker
"Jenny has helped me and my daughter since 2014 from only 3 properties to having my own warehouse and adding another 4 more properties to my daughter portfolio. She has helped my family mitigate the risk of property investment and expanding my family wealth. She is very knowledgeable and always puts her client’s interests at heart. I am glad to know her and our whole family retirement outcome is secured and good under her guidance. She is our GPS in structuring the loan right and help me and my family to own our investment faster. Thank you for being our wealth creation partner."
"Jenny was brilliant to work with, answering our questions and getting the best deal for us. The process was easy with Jenny working with the real estate agent and our conveyancer to ensure we got the house of our dreams."
"We are very lucky to be able to find Jenny through google reviews to help us in doing our refinancing. Not only that she is very knowledgable in this area, she is also able to put recommendations based on her 20+ years experience in the industry. I was able to ask questions anytime and she works tirelessly to ensure that we get the best possible outcome. Thank you for all the help Jenny. I hope this review will encourage others to use your service in the future."
"Jenny has helped us a lot in refinancing our loans and structure them. This helped to maximise tax deductions and plan our way for the future. She is always available for questions and works really hard for achieving very quick turn around. Thank you very much Jenny. It has been a pleasure doing business with you. I would definitely recommend her for anyone needing to refinance / getting new loans."
"I have been serviced by Jenny and her team in the past 6 years. I am impressed with her professional attitude and dedication on mortgage services. She even helped my dad who is overseas based to secure a mortgage on a NRAS property, which a few agents we contacted before Jenny said it is mission impossible. Thanks for helping me to once again expand my property portfolio in 2023. Much appreciated."
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