Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
37 Reviews
- Tuesday10 am–5 pm
- Wednesday10 am–5 pm
- Thursday10 am–5 pm
- Friday10 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday10 am–5 pm
About the Business
Capital Wealth Finance | Financial Consultants Queensland | Achieve your desired financial goals in a timely manner! Go with Capital Wealth Finance a team of financial consultants. Call us today for a free review!
Contacts
Call Us
+61411888613
Hours
- Tuesday10 am–5 pm
- Wednesday10 am–5 pm
- Thursday10 am–5 pm
- Friday10 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday10 am–5 pm
Features
- Identifies as women-owned
Recommended Reviews
mick Black
09.10.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
The team at Capital Wealth Finance at 8 Mile Plains were amazing in obtaining our refinancing needs in a competitive market. In a short period of time they successfully negotiated with lenders and obtained two competitive deals setting us up for financial success in these trying times. They reviewed our financial situation, recommended the best path forward and secured funding for the refinancing of our two properties with significant savings. We highly recommend them for their expertise, customer service and timely service in securing the best deals in such a short time.
Clare 5 Starvibes
23.09.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
Jenny quickly and efficiently was able to send me a list of banks that could service our loan and make recommendations. It was a more difficult one due to our circumstances but Jenny made it easy. She was also quick to respond to emails and messages. Very happy.
R Tam
02.09.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
I have been serviced by Jenny and her team in the past 6 years. I am impressed with her professional attitude and dedication on mortgage services. She even helped my dad who is overseas based to secure a mortgage on a NRAS property, which a few agents we contacted before Jenny said it is mission impossible. Thanks for helping me to once again expand my property portfolio in 2023. Much appreciated.
Jen L
23.08.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
Jenny and her teams has used her 23 years of credit and finance experiences to help me secure a good loan with offset but no nil fees – saving me $11,250 in fees to expand my property portfolio!!!She worked hard to meet tight deadlines and also provided me with on- going support - structure the loan correctly to maximise my tax deductions and loan amount.She further negotiated a good rate and choose the lender who offers me $3K cash rebate for my purchase – all these help me to save money in today high inflationary environment. Very happy with her services – highly recommended
Muhammad imran khan
17.08.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
Jenny and her teams has secured a good rate loan to expand my property portfolio!!As an Expat, it is hard to communicate due to time zone, and language translation issue in foreign language and bank recognise our situation, but she has made the process seamless and empowered me with financial knowledge so I can make quality decisions.The loan was approved in timely manner.She provided me with sound finance advice and property guidelines – very happy with her service and overall good outcomes.
Zhenjiang Chen
17.08.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
Jenny had helped me to secure a good valuation on my commercial property and also get a good rate + equity release to achieve my financial goals.She is knowledgeable both in the residential and commercial lending space and give quality service and fast approval to meet tight deadline.Her finance and negotiation skills had helped me achieved what I want in timely manner – useful for a busy business person liked me.
Charles Joseph
13.08.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
Having Jenny as our mortgage broker has made process of refinancing our loans easy and quick. Not only she worked really hard to get the best deal for us, she was also able to give recommendations on how we could structure our loans. This enabled us to maximise tax return and plan for our future retirements. She is always available to chat on the phone to answer my never ending questions and ensured we get best results quickly. You won't find a harder working broker out there. Thank you very much for your help Jenny.
Irma Sumera
31.07.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
We recently going through our refinancing process with Jenny on our investment properties. Jenny was able to suggest the best way to structure our loans to be able to maximise our tax deductions. She was also able to recommend Life, TPD, Trauma, and Income protection insurances. There is one thing of making money, but another thing to protect it. We are grateful to be able to find a great person that we can talk to and understand what we need.
Oakley Kwon
22.07.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
Jenny is very passionate about getting good results for her clients. She was effective in getting me a better interest rate than my current lender and on better terms.There were times when her system let her down because it required me to enter the same information several times, but this is a forgivable inconvenience when she is able to achieve results that will save me money in the longer run.The loan has not yet settled so fingers crossed there are no issues leading up to settlement and the deal goes smoothly.
Adrian Smith
21.07.2023
Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF
Jenny helped us refinance and save over $10k for us. This is come in great help for our family with today’s high interest rates and cost of living. She is very helpful and always goes the extra mile to provide great service. She is great financial advisor to have in navigating the complexity of all the different finance and loan options.
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Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF