Welcome to our Resource Area

Here you’ll find a range of useful resources & tools that we’ve either sourced or created in order to further assist our clients and business partners.

Please feel free to let us know if there is anything else you would like us to add – just use the form on our contact us page to submit your comments.

If you have any queries please call 8451 1500 or email


Resource Menu

  • Free Mortgage Calculators – a range of interactive home loan and investment calculators to help you crunch the numbers.
  • Free Finance & Wealth Evaluation – book a free evaluation to find out how you could save big on your home and investment loans.
  • Free Property eBook – download our free ebook and learn how you could retire wealthy in only 10 years.
  • Free Property Investment Seminars – learn how to make money by investing in residential real estate.
  • The Real Investar Program – our free one-on-one personalised property investing coaching program.
  • The Loan Hub – a series of articles to help you understand the fundamentals of borrowing money and buying property.
  • Free Finance & Wealth Toolkit – a huge list of resources we’ve collated containing useful and practical information & tools.
  • Submit a Referral – if you know anyone that could benefit from our services then you can refer them to us here.
  • Advisor Consultations – we have negotiated a no-obligation complimentary consultation with each of our expert advisors.
  • For Clubs & Associations – a simple and effective sponsorship/donation program that helps you raise funds for your local club.
  • For Businesses – grow your business profits while creating a ‘wow’ experience for your clients or members.
  • For Real Estate Agents – achieve greater profits and customer satisfaction and distinguish yourself from the crowd.
  • Celebrity Debate Videos – we organised a Celebrity Debate entitled ‘What does it take to be an Entrepreneur – Street Smarts vs Book Smarts’ Speakers included Dylan Lewis, Ita Buttrose and Lehmo. We reckon you’ll get a laugh out of them!

Other stuff to check out…