Investment Glen Waverley

Phone: 1300 004 254 | 921 High Street Road, Glen Waverley, VIC

Planet Wealth is a modern financial platform that empowers individuals and businesses to manage and grow their wealth with innovative tools and expert guidance. It offers a range of financial services, including investment management, wealth planning, and personalized strategies to help clients achieve their financial goals. Planet Wealth stands out for its user-friendly technology, expert advice, and commitment to helping clients build sustainable wealth, all while providing transparency, security, and tailored solutions for long-term financial success.

Phone: 0402 184 166 | 720 Highbury Road, Glen Waverley, VIC

We are passionate finance brokers who would love to help and support your financial needs with honest and transparent way to show you how you can build your equity to build your investment portfolio for an early retirement. We deal with home loans, business/commercial, personal, car loans, Investments and private lending.

We deal with finance related enquiries from more than 25 banks with regards to home and investment loans, Personal and Car loans, Business unsecured and commercial loans and Private Funding. We are very passionate about our work at Affluence Financials as an Owner and Director to guide and help to make people Affluent and guide To an early retirement.

Phone: 0435 077 420 | 700 Springvale Road Service Road, Mulgrave, VIC

As a dedicated mortgage broker, I specialise in helping clients navigate the complex world of home buying. Whether you're a first-time buyer, looking to upgrade your home or invest in property, I aim to provide you with a hassle-free experience. With a commitment to building long-term relationships with my clients, I strive to offer personalised service tailored to your unique needs and goals. With my expertise and knowledge of the mortgage market, I can help you find the best loan for your situation. Let's work together to make your home buying journey a success!

I work with you at a time and method of your choosing. Whilst I'm based in the Melbourne suburb of Bentleigh, through the wonders of the web I often service clients across the country. The first step is to get an understanding of your goals via a quick 15 minute phone call or zoom meeting. From there, the below steps generally take place:

I collect and verify your information to assess your financial position, all done via a secure client portal
We then reconvene, via a virtual meeting (or face-to-face in my office in Mulgrave) where I take you through a detailed look at your options where we agree on a path forward
Our team prepares the application and credit proposal for you to sign
I then manage all dealings with the lender right through to settlement, ensuring you are continually updated on progress.