From saving for a home, to protecting a growing family or planning for a comfortable retirement, no matter what your age, everyone has financial goals.
Southern Wealth Solutions takes the time to understand your personal & financial goals and guide you at every step with a clear & precise plan.
What is Holistic Advice?
We look at the bigger picture –not just one area of your life. Starting with where you are now, we customise a plan based on what your individual goals and needs may be for the future.
Our holistic advice will cover strategies to not only build wealth, but also to manage expenses, reduce debt repayments, protect your family, lifestyle and assets, plan your income for now and in retirement, and determine how to pass your wealth onto the next generation, all in a tax effective manner.
Our ongoing services and regular reviews with you ensure that your plan remains relevant as the inevitable lifestyle changes occur. We provide a comprehensive suite of lending, investment, superannuation and wealth protection solutions that have a long-term history of delivering results.
Why should you use our internal mortgage broker?
There are lots of good reasons why more than half of Australians now use a broker to secure a home loan. Probably the most important one that is we work for you, not the banks. Our brokers are an integral part of our team as most people biggest asset is their property. We speak to you first to find out what you need, and we use our knowledge of the market to better negotiate with the lenders. Then we get a range of options before we work out which one is right for you, not what’s right for the lenders.
Our Business Partners
