Ace Wealth Management & Ace Mortgage Brokers 200 Winton Road, Joondalup, Western Australia 6027
About the Business
Welcome to Ace Wealth Management & Ace Mortgage Brokers, a leading establishment in the finance industry located at Joondalup, Winton Road, 200 in Australia. Our institution is dedicated to delivering specific and meaningful outcomes that matter most to today's investors.
At Ace Wealth Management & Ace Mortgage Brokers, we understand that buying a home is the largest and most important purchasing decision in most people's lives. That's why we strive to provide our clients with precise, timely, and impartial information to ensure they are in the best position to make smart and informed decisions.
We believe that an income protection strategy is the foundation of sound financial planning. By helping our clients protect their income, we can assist them in achieving their long-term financial goals.
We also specialize in self-managed superannuation funds (SMSFs), which are a legal tax structure designed to provide for your retirement. Operating under similar rules and restrictions as ordinary super funds, SMSFs offer unique opportunities for individuals to take control of their retirement savings.
When it comes to estate planning, we understand the importance of considering various factors such as tax-effective strategies for beneficiaries and protecting your assets. Our team of experts can guide you through the complexities of estate planning to ensure your wishes are fulfilled.
In addition, we offer specialized services in private, asset, business, and commercial lending. Whether you are a business owner in need of financial advice or a lending solution, our dedicated Financial Consultant is available to assist you.
We believe that property is still one of the safest long-term investments for building a retirement nest egg. With our expertise in property investment, we can help you make informed decisions and create a secure financial future.
If you have more complex finances, we recommend engaging an accountant to provide general advice on specific tax situations. Our team can work alongside your accountant to ensure a comprehensive and holistic approach to your financial planning.
Financial planning is the key to a comfortable life, and at Ace Wealth Management, we offer simple yet comprehensive advice to help you achieve your financial goals. With our combined knowledge and experience, we can restore order to your finances and implement personalized solutions tailored to your unique circumstances.
We are pleased to announce that we have moved to our new office, Unit 2, 200 Winton Road, Joondalup WA 6027, starting from 1st February 2018. We look forward to welcoming you to our new office and providing you with our exceptional services.
Remember, as Antoine de Saint-Exupéry once said, "A goal without a plan is just a wish." Let Ace Wealth Management & Ace Mortgage Brokers help you turn your financial goals into a reality.
Location & Phone number
200 Winton Road, Joondalup, Western Australia 6027, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Working with JP we found him to be highly professional and consistent in his efforts getting our mortgage through. He handled every question and worry we had about the process in a quick and timely manner and always got us the best option for our mortgage . We appreciated the fact that we could contact him after hours with questions we had! He was always very pleasant to work with and willing to help! I highly recommend him and his team and acclaim them for their honestly and integrity we have encountered working with them!"
"We have been dealing with JP from Ace Wealth Management since arriving in Australia in 2017. He was amazing with helping me get my superannuation up and started and he's always ready to help with any queries I have. JP helped us with getting the best possible home loan for our first house. He dealt with the banks and ensured we got the best rate and first home loan grant approved. JP is very professional and easy to deal with. We are very happy with his service and will highly recommend JP from Ace Management Services. Claudia and Barney Ackermann"
"JP and the team have been amazing to work with. As a first home buyer I was very nervous and had a lot of questions. JP was very thorough throughout the whole process and able to answer all my questions and prepare me for steps ahead. He was easily contactable and is very knowledgeable. I will be using him in the future, and recommending him to family and friends."
"JP at Ace Mortgage Brokers helped us with our first home purchase earlier this year. He made the whole process easy and stress free. From the day after our offer was accepted he not only took care of all of our banking needs, explaining all the pros and cons for our different loan options, he also went out of his way to communicate with the real estate agent, settlement agent and the bank to make sure everyone is on the same page. We phoned him several times to ask him questions about the whole process and he was always more than happy to help us out. I would gladly and confidently recommend his services to anyone who is thinking about purchasing a property."
"We saw JP for mortgage advice and we have nothing but praise for him. He was very pleasant to deal with and very professional. When there were issues with the settlement agent, he was straight away onto it and it honestly felt as if we just had to sit back and leave everything up to him to deal with it. He kept us up to date all the way and was always available to answer our wide variety of questions. I highly recommend JP for organising your mortgage and if this experience we had is anything to go by, I’m sure he will be exceptional in looking after any other finance needs too."
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