Services Offered
- Residential Home Loans
- Investment Loans
- Insurance
- Deposit Bonds
- Car Finance
About Mike
The Moneywise Group has been committed to helping people discover the pathway to financial independence since 1997. We offer financial peace of mind and the best lifestyle your money can buy.
We specialise in the full range of financial services: we recognise that an individual's financial needs go beyond fulfilling a basic need such as a car loan or a home loan; a fully researched and evolving financial strategy is vital to keep abreast of new opportunities in our modern world.
A personally tailored strategic financial action plan will include cash flow management, loan reduction strategies, investment opportunities, tax strategies, insurance reviews, superannuation and retirement strategies, estate planning and wills, gearing strategies and funding plans for lifestyle commitments such as home renovations, children's education, birthdays, weddings, holidays etc.
The Moneywise Group has affiliations with qualified and experienced experts to ensure our clients are kept up to date with all aspects of our complicated financial world. Prior to any recommendations being made, an assessment is carried out to develop a comprehensive picture of your needs and plans; then a strategy is formulated into an action plan to save money on interest and fees, to maximise opportunities, to protect assets, to enhance lifestyle, to relieve stress and to build long term financial independence.
The Moneywise Group is committed to a lifelong relationship with you through ongoing support and information on emerging trends and new products to build financial security and improve your lifestyle.
Client Testimonials
"We have been clients of The Moneywise Group for several years now and have always been confident in their recommendations as we developed and implemented our investment strategies. However, this was confirmed for us recently when we went into our local Westpac Branch to do a routine transaction. The Customer Service Officer suggested we have our loan and investment portfolio reviewed by the Bank's Financial Planner to see if there were any better ways to save interest and fees. Always willing to save money, we agreed to an appointment with the Financial Planner. We were very pleased a few days later when the Financial Planner called to advise us that he had reviewed our financial position but was unable to make any alternative recommendations as our portfolio was well structured and cost competitive. This has confirmed what we have always believed - that Mike, Rod and Paul have worked with us to find the best strategy and the best products for our situation."
Martin & Xuemin, Policy Officer & Bookkeeper, Glenwood NSW
"We would like to take this opportunity to express our thanks and appreciation to you for your help and guidance during the purchase of our investment properties. We were most impressed with your professionalism, and your presentation of the concept of property investment was the best and clearest explanation we had heard. We had been to several seminars over a period of twelve months, but it wasn't till we went to the Moneywise seminar that we felt we had at last found a company we could really trust and have confidence in, and we were further influenced in our decision to do business with you by the fact that you were promoting property in Sydney and not in Queensland as all the other companies were.
Taking the first step into property investment is always the hardest one I believe, and I must admit that I found it more difficult than my husband to move out of our familiar financial comfort zone, and to change my mind set, but your support, expertise and quiet assurance, along with that of the rest of your very competent team (in particular the Real Estate Agency through whom we purchased our properties) was a continuing source of encouragement to us, as we were guided through each progressive step towards settlement. We would have been quite out of our depth and overwhelmed without this assistance.
We had always thought that property investment was something that only the very wealthy could do and have certainly been amazed to find that this is not the case at all, and that indeed our own circumstances have enabled us to purchase two properties at once, instead of one - something we would never have thought possible as we had been quite unaware of our financial potential to adequately provide for our future retirement.
I am sure you'll be pleased to know that both properties are now tenanted and we have just received a letter from the taxation department informing us that our 221D application will be operational from our next pay period, and furthermore that we do not have to pay any more tax for the next five months till the end of this financial year, which has just astounded us - so much so that my husband rang the Taxation Dept. to make sure that they hadn't made a mistake, as it seemed too good to be true, and they assured him that they had not, so we are already seeing the financial benefits of these investment properties.
Once again, thank you so much for "being there" for us Mike. It really has been a pleasure to do business with you, and we would have no hesitation at all in recommending your services to anyone else who may be contemplating property investment, as we are convinced that this has been the wisest thing we have ever done towards building financial independence for our future."
Anthony & Joan, Plant Technician & Home Duties, Mortdale NSW
Qualifications
- Diploma of Financial Services
Community involvement
- Team Leader - Community Fire Unit and Co-ordinator Bush Regeneration Group
