Who we send you to
Sorting your tax is one part of it. When you need a financial planner or a mortgage broker, we would rather point you at someone we trust than leave you to work it out on Google. These are the two we use.
Financial planners, and Gippsland locals like us, with offices in Warragul and Traralgon. Super, retirement, investments and personal insurance. When you have asked us what to actually do with the money once the tax is handled, this is who we introduce you to.
Mortgage brokers. Home loans, investment loans, refinancing, commercial and SMSF lending. They work with more than 40 lenders, so when a bank says no, they are usually the next call. They already know how we operate.
Being straight with you
We may be paid a referral fee when you work with one of our partners. It never changes who we recommend or what we tell you. If we did not rate them, we would not send you there. Ask us any time and we will tell you exactly what we get.