About


How are we different?

Our independent and professional panel of advisors take the time to understand your needs and financial situation. Our focus is on your short, medium and long-term financial future.

We have the expertise to advise on all your individual financial planning needs – from home and investment properties through to self-managed superannuation funds.

We are a one-stop shop, but it’s important to note that we are truly independent. We don’t have any vested interest in you using any of our recommended service providers. You are welcome to engage your own specialist advisers to implement the strategies we recommend.

We provide you with the knowledge to make informed financial decisions. We’ll help you take control of your finances, helping you to put a plan in place so you can start building your future wealth today.

 

Finance Broking

Finance Broking can help to:

  • Source the best possible home loan for your needs.
  • Pay less interest and loan fees.
  • Structure your repayments so you’ll own your home years earlier.
  • Refinance your home loan and/or consolidate your debts.

We can help you to reduce your mortgage and so much more!

Call 1300 740 379 to find out more about our Financial Broking Services.

 

Investment Properties

Maxima Mortgage can help you to:

  • Source the best possible investment property loan for your needs.
  • Source a quality investment property for you through our buyer’s agent service.
  • Pay less interest and loan fees.
  • Structure your repayments so you’ll own your home earlier without any additional out-of-pocket expenses.
  • Structure your financial affairs so that you pay less tax.

 

Find out more about our investment property services

 

Self-Managed Superannuation Funds (SMSFs)

Maxima Global Capital is an investment option for self-managed superannuation funds (SMSFs) that offers:

  • No entry or exit fees.
  • A fixed, high-yield return of 10%.
  • Regular auditing that satisfies SMSF legislative requirements.

Your funds are invested with mortgage-backed securities in major Australian capital cities (Sydney, Melbourne and Brisbane) that have a long track record of real estate market growth.

Find out more about our Self Managed Super Fund Services.

We currently have over $3 billion worth of funds currently under management, including high profile clients such as Goldman Sachs and UBS Investment Bank.

 

Like to find out more?

Register for a webinar to find out more detailed information about our range of services. Alternatively, you can Contact us directly for a free, no-obligation consultation or check out our FAQ page for more information.