Creating and protecting your wealth
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Financial Assessment Service
Take immediate advantage of our free property report and financial assessment offer, CONTACT US now or print the 'Financial Assessment' form.

SME Financial Assessment Service provides clients with a unique and in depth analyses of their financial position as it is today based on the provision of a one page snapshot of information.


Our ' Financial Assessment Service' assists with your preparation by determining and understanding what's possible providing ability and confidence to make informed financial decisions. 


Given your requirements our assessment will determine;


  • What is your borrowing capacity - affordability
  • What is your potential to unlock equity - free up available equity
  • What is your purchasing power - ability to move forward


On completion of our assessment we provide a detailed report and assistance to move forward to achieve your goals.


Tapping wealth that is 'locked away' in your private and investment properties, business or stock holdings, and raising capital for your personal, investment and business needs is considered and demands a financing strategy and innovation that consistently serves your investment objectives.


Please complete the 'Financial Assessment' form and return to us by email, fax or post. For further information contact us now.


News & Updates

Now is a good time to invest: PIPA

Home values to rise