Other Services

Insurance

If something unexpected should happen, do you know that you and your family will be cared for?

As part of our financial planning service, we can review your insurance needs and recommend options or alternatively review existing policies and ensure you have adequate personal insurance in place.

Our associated company, Catalyst Private Wealth provides the following insurance through their specialist broker:

  • Life insurance
  • Total and Permanent Disability Insurance
  • Critical Illness (Trauma) Insurance
  • Income Protection

 

Loans

Are you looking for a finance solution for your business or investment? We can help whether it’s buying a home, refinancing your loan, buying an investment property or unlocking equity in your existing assets we can do the legwork for you to find a loan that suits your needs.

Our associated company, Catalyst Private Wealth provides the following loan options through their specialist broker:

  • Home loans
  • Investment loans
  • Refinance loans
  • Debt consolidation
  • Relocation loans
  • Construction loans
  • Low document loans

 

Equipment Finance

If you are looking to purchase your next car, 4WD, tractor, motor bike or other business equipment take advantage of equipment finance services.

For further detail or to have a discussion regarding your personal requirements contact us.