YOUR PROSPERITY IS OUR GOAL

AN INTEGRATED AND HOLISTIC APPROACH TO FINANCIAL SERVICES

It’s your money so making sure you have a team of experts in their respective field is our mantra. As a private client you will get access to the best advisors working with you to make your dream a reality.

“We do this by taking a helicopter view of your finances having one consistent view that provides you with a clear framework for you to achieve your goals.”

4 REASONS TO CHOOSE CONCISE FINANCE

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INDEPENDENT AND OBJECTIVE

We work for you and are not aligned to any financial institution. With access to a large panel of financial service providers, we provide unbiased advice and the ideal solution that is specific to your long term goals.

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MORE CHOICE

Our team of experienced Mortgage Brokers and Financial Planners are able to provide expert recommendations and guidance through our ongoing professional development at the highest standards.

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EXPERTS IN OUR FIELD

Trying to research financial services can be confusing, frustrating and time consuming. We remove these obstacles by synchronising mortgage broking and financial planning services to help make your decision informed, clear and concise.

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ONE STOP SHOP

All our staff work with you one on one to evaluate your specific needs and to tailor solutions to meet your circumstances assisting you to achieve lifelong financial outcomes.

adminKerrie Walker