Home - Capital Wealth Finance

Our Success Stories

COMMERICAL DEVELOPMENT

No presales

It is awesome feeling to securing a $3.2 M commercial development loan for client with no presales - saving thousands in CGT for him. So long your rental income can service the debts, no tax return or income verification needed.

INVESTOR & HOME OWNER

Low valuation

Client is told to refinance or bring cash of $1million to reduce the Loan value ratio (LVR) to acceptable credit level. This was due to low valuation and bank is not able to secure initial lending after their commercial loan review is

Cross Collateralised

Given lender too much power

The client owns four properties and one of them is a commercial property all under Westpac. However, all properties are cross collateralized to one lender. Due to economy downturn due to GFC, the commercial property

Development Funding

Funding difficulty & credit file issue

A developer client owes tax debts to Australian Taxation Office (ATO), and no bank is willing to lend to it. However, we are able to refinance the project invested by the client, which solves their funding difficulties and repaid

Cost and Benefit Analysis

Huge saving from lower interest rate

We have helped our elderly customers, from high interest rate of 5% to low interest rate of 3.09%, saving customers thousands dollars per year. At the same time, it also helps customers buy another inexpensive and good-quality property.

Tailored Financial Solution

Profitable investment & stress-free retirement

Despite facing challenges securing a loan for investment properties, our clients found hope through us. With our tailored financial analysis and support, our clients not only secured funding for his investments but also optimized

Our Client's Reviews

Hoang Anh Nguyen

14:11 24 Feb 24

We just got our finance approved by 2 banks to invest in our purchases. We really appreciate Jenny for her dedication and knowledge. We will definitely recommend Jenny to our friends and family.

Sylvia Thao Le

17:41 07 Feb 24

Capital Wealth Finance has made my dreams come true – successful negotiated the rate with current lender, extract equity for me and looks at strategy to maximise my lending capacity so I can expand my property portfolio.With her help, I can invest not 1 but 2 quality assets in a growth area + good rental yield property in Australia. We are busy expat working oversea, very time poor with work and family commitment, but Jenny worked around our time differences and made the process easy to understand. We are empowered by her knowledge and make quality decisions from there. She has secured a good rate and negotiated a good outcome for us - indeed a broker/advisor who knows how to create wealth through property investment – improving cashflow into my pocket and invest in good assets in today high inflation environment.She earned the reputation as my trusted advisor and wealth creation partner!

SanAsif

12:05 23 Jan 24

worked with Jenny of Capital Wealth Finance, she is so amazing, she made our application and loan process like a piece of cake. moreover she have made us to have a successful and great property with good rental yield!Jenny is an advisor that helps us create wealth through property investment – she also helped us save over $20k/year interest putting more cashflow into our pocket in today high inflation environment.She has lifted up to her reputation as my trusted advisor and wealth creation partner!

M Asif Baig

12:01 23 Jan 24

Excellent, they made my family dreams come true – successfully got into another great property with good rental yield!Jenny is an advisor that helps me to create wealth through property investment – she also helped me save $20k/year interest, and putting more cashflow into my pocket in todays high inflation environment.She has lifted up to her reputation as my trusted advisor and wealth creation partner!above all, she is very responsive, adaptive, smart to understand the requirements quickly.will use her services again.

Michael Hurse

23:30 07 Jan 24

I am an older, self-employed person with complex financial arrangements. However Capital Wealth Finance has helped make our dreams come true by navigating us through a difficult pre-approval process.Jenny is an experienced advisor she looked at my case thoroughly and provided a comprehensive outcome to secure a good rate and good loan amount for me.Very Happy and highly recommended.

mick Black

02:30 19 Apr 22

The staff at Capital Wealth Finance were quite efficient and professional in sourcing a lender that ticked all the boxes in our desire to obtain refinancing of our current loan and tapping into the equity to fund our holiday home. We were surprised at how fast this all took place with a minimum of input and follow up from our side. We were very happy with the interest rate, mortgage offset facilities and convenience of the whole process! We highly recommend Capital Wealth Finance for anyone who wants to finance, refinance or restructure their finances.

Chris Lowe

04:32 12 Apr 22

CWF were essential in securing my finance for my investment property! They worked tirelessly and the communication was always prompt. I had a lot of questions and they were always very patient. The level of experience of the team is second to none, I would not hesitate to use CWF again.

gervivz Alamo

23:35 31 Mar 22

Staff from CWF have just been so efficient and professional. They really work hard even calling and emailing us on weekends and evenings just to get us our investment properties approved on time. Thanks so much and will definitely seek their assistance for our next investment.

David Gindirih

23:35 05 Mar 22

Working with Capital Wealth Finance in getting my mortgage refinanced, loans consolidated and securing capital for the purchase of an investment property was a breeze and seamless. On top of that, they negotiated with the financial institution to secure a much lower variable rate and done away with the annual fee. Staffed with seasoned professionals that know the intricacies of brokering for a win outcome for their clients. I am recommending them highly to anyone looking to build a more secure assets portfolio or even to anyone wanting to find out what good deals they can work out for you.

Nathan Rice

19:38 23 Nov 21

Thanks again Jenny for all your hard work. You did an amazing job and a pleasure to work with. Look forward to working with you again.