Finance

Specialist Wealth can provide all your financing needs.

Our consultants have over 20 years experience working with Medical, Dental, Veterinary & other professionals.

We act as an intermediary between you and a panel of lenders to arrange the best finance solution possible.

We give important consideration to ensure the facility provides the features that are appropriate for you now and give flexibility for you in the future.

This suits our clients who are searching to obtain optimum rates and terms. We will also give advice in relation to the best loan structures for your personal circumstances.

By having a mortgage and finance broker in house you won’t have to shop around for finance, we do this for you.

Our Finance Consultants can help you with;

  • Residential and investment property lending
  • Practice acquisition lending
  • Commercial lending
  • Working capital lending
  • Lines of credit
  • Vehicle and equipment lending

What we offer:

  • Up to 105% gearing against residential property without mortgage insurance*
  • Negotiated rate discounts
  • Specialised Advice and Service
  • Ongoing Support
  • No Fee for Service
  • Free access to property sales information

We have strong relationships with our select panel of lenders and the strength of our client base provides leverage to ensure attractive interest rate discounts and packages for our clients where possible. Our panel of lenders include all banks and medical specialist finance providers – This includes;

  • Westpac
  • Medfin Finance
  • BOQ Specialist
  • ANZ
  • National Australia Bank
  • and more

Our Finance Consultants work closely with our Tax Consultant, and are also supported by the expertise of our Financial Planning, and Personal Insurance Consultants, to ensure a coordinated and holistic approach to the management of your financial affairs.

Call 1300 008 002 to meet with our finance experts.

*Conditions apply