Financing & Lending Services

The best options make better decisions

Financing and lending services

Most of us only apply for a loan a few times in our lives. Investigating the many financial options available can be confusing and time consuming. Getting informed advice will help you make the right decision, save time and potentially save you thousands of dollars in the long term.

The wealthpreneur®  team have solid relationships with various banks and financial institutions, and we are dedicated to finding you the best deal to suit your circumstances.


We can help:

  • Find the right bank and lending manger for you
  • Arrange meetings with bank
  • Provide the bank with financial information
  • Liaise with banks on your behalf
  • Tax-effective loan structuring

When you work with us you will have access to our network of banking specialists. They will provide you with the following services:

  • Evaluating loan rates
  • Advising on loan options and fixed versus variable interest rates
  • Refinancing your existing loan to better suit your requirements
  • Borrowing within your Self-Managed Superannuation Fund
  • Assist with consolidating any debts


Personal and Investment Finance

Loans for a wide range of purposes including:

  • Personal loans
  • Home purchase
  • Investment property purchasing
  • Leasing car/asset
  • Renovations – cosmetic or structural
  • Construction
  • Commercial property

Contact us for an obligation free initial consultation


Commercial Finance

Cash is vital to your business. Whether starting up or looking to expand, you’ll need funds for stock and supplies, staff, premises, equipment, technology and a myriad of other expenses.

With interest rates at all-time lows, the opportunity to fund the growth for your business is worth considering.

We can save you time by investigating the many finance options available Including loans for:

  • Plant and equipment
  • Motor vehicles
  • Technology
  • Construction
  • Commercial property
  • Investment property
  • Leasing car/asset
  • Renovations
  • Construction
  • Commercial property
  • Business Loans
  • Medical and Dental Practice Loans
  • Equity Release
  • Equipment Finance
  • Practice Fit Out
  • Margin Lending


Real Businesses, Real Stories

Success stories from the client we have assisted

The wealthpreneur®  team have solid relationships, and joint venture partnerships with the top lenders, banks and financial institutions. We help our clients find the best deal for their home loan and commercial finance.

We do this by networking with bankers, building a solid relationship with them, and finding the best bank manger. What we found is that because banks like to get more referrals from us they reward our clients by providing excellent service at the lowest possible interest rate.

An example is one of our clients who found a deal through a Credit Union. They borrowed 90% of the house value but had to pay $10,000 mortgage insurance.

With our joint venture partnerships and solid relationships, we were able to eliminate the mortgage insurance, ensure better customer service and find the best deal for our client. He would have saved $10,000 by using banks within our referral network.

Contact our specialist accountants on +612 8896 6166 to book your Discovery Consultation to discuss your specific needs.

Real Business, Real Stories

Success stories from industrie types we've assisted

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Parramatta Office

Level 14, 3 Parramatta Square, 153 Macquarie St, Parramatta NSW 2150

Hurstville Office

Suite 294,1 Barratt Street Hurstville NSW 2220

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