Tel
02 9299 2292
Fax
02 9299 7257

Moneyclip Services

Consolidate

Are your finances in a mess?
Do you have credit card debt?
Do you need to reduce your personal or home loans?

Moneyclip can help you re-structure your finances by streamlining the management of your cash flow, consolidating your debts and starting you on a savings program that will firmly place you on the road to wealth creation and financial independence.

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Accumulate

Has your income been increasing?
Has your bank balance been increasing?
Are you getting ahead on your home loan repayments?

Then it's time for Moneyclip to develop you a strategy to make the most of your current position and maximise your future wealth. We will create and implement an ongoing program to increase your personal wealth, whilst ensuring you have adequate insurances in place to protect your lifestyle.

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Accelerate

Do you have significant equity in your home?
Is your superannuation growing?
Do you have an established investment portfolio?

Moneyclip tailors investment strategies to financially position you for the next phase of life and into retirement. Investment strategies utilise shares, managed funds and potentially gearing. Planning for retirement with superannuation, self managed super funds and retirement income streams, together with the correct financial structures, will ensure you operate tax efficiently, protect your assets and achieve your estate planning objectives. These strategies combined with the appropriate insurances will protect your lifestyle and your family.

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Moneyclip Wealth Management Program

The management of your personal finances is a lifelong journey. Over time your personal and financial circumstances will change, as will the economic and regulatory environment. These factors can have an impact upon your strategies and the Moneyclip Wealth Management Program addresses this through a process of ongoing monitoring, regular review and by building your own investment knowledge. Participation in the Wealth Management Program exposes you to new opportunities, plus investments and strategies that reflect your current circumstance.

As a valued Moneyclip Client you will receive:

  • Superior personalised service
  • Innovative financial strategies
  • Access to financial products that match your objective
  • A reliable and honest relationship
  • A financial sounding board

 

 

Home Loans and Finance

Moneyclip Home Loans offers a full mortgage broking service in conjunction with Smartline Personal Mortgage Advisors. Our service manages the entire lending process when buying a new property, looking for an investment loan or refinancing an existing loan. We offer a wide range of home loan products to suit your needs from a broad selection of banks and other lenders.

Our Mortgage Consultants are Authorised Credit Representatives of Smartline and hold membership to the Mortgage and Finance Association of Australia.

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