Our Process

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Strategy phases

post3Given the wide range of financial structures and products available to you, it is our goal to make sure that we provide you the right fit given your specific financial position, needs, and future goals and objectives. Our financial specialists are more than happy to assist you in working around your budget, analyse your cash flow and help you save tax.

Debt and mortgage reduction strategies

Getting a property loan should not be an unnecessary burden on your finances. In fact, mortgage reduction actually works and is possible! We can help you identify the best types of loans that are available to you and how you can restructure or consolidate your loans to help you better manage your finances. We’ll help you reduce debt and save on interests!

Your borrowing capacity

Let our team help you navigate your way around debt, find out your debt comfort level, and the funding options that are available for your investment, as well as how you can best use your borrowing capacity for your investment.

Tax assisted property in investments and leverage

To achieve financial freedom and success, you need to be armed with the knowledge and information that can help your decision-making. We at Lloyds Brokers Group use the latest financial technologies to help you scope out the market, maximise your tax savings and leverage on your investments to achieve your financial goals.

Monitoring program

With our team’s help, monitor regularly your investment’s performance, review your finances and build a strong investment portfolio.

Shares, superannuation or managed funds

It can be daunting and challenging to choose from the myriad of financial investment options. Our financial planners are ready to help you decide, whether it’s shares, managed investments, mutual funds or superannuation funds. We also provide personal advice on how you can acquire your own property with your self-managed super fund, as well as consolidation of your pension and transition to retirement.

Risk management

Every investment involves risks and any good financial planner will advise you that the best choice is to minimise exposure to these risks. Our team of financial planners are more than ready to give you advice on how you can manage your investment and reduce the risks entailed as much as possible. As we say, any wealth creation strategy should always come with an effective wealth protection strategy.