Why Choose Us

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Served 5000+ business owners, and Expat with over 25+ years of industrial experience

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13+ years in Financial Planning & Accounting Experience

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Experts guidance in complex investment lending

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SMSF & Property Loans Advice – Save, Protect, and Grow Your Money

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Superior Client Services – 150+ five star Google review

About Us

Your financial wellbeing is our utmost priority

Capital Wealth Finance is a boutique mortgage brokerage and planning firm established since 2000. We provide quality loan and property advice to professionals and business owners and stood the test of time. We are servicing the 2nd generations – the children from the 1st clients and soon, the 3rd generations. We provide strategic financial advice for busy business owners and professionals to achieve great financial success. Ranging from residential home loans, and commercial and development loans to insurance risk and property management, our team can meet your financial goals. Our network of experts has helped our clients create better retirement outcomes and resolved a wide range of issues through our SMART strategies. This includes a suitable selection of mortgages and loan structuring so you can own your home faster, property investment advice to grow your wealth, and implementation of insurance strategies to protect your hard-earned assets.

Our Services

We offer a full range of wholesale and mainstream financial products ranging from home loans to various investment options which allow you to invest and grow your wealth. We are Your Wealth Creation Partner providing holistic financial services to help you achieve your identified goals promptly. Call Capital Wealth Finance today to book a free 30-minute financial review so you can confidently face the uncertain future.

Our Success Stories

Our Client's Reviews

Hoang Anh NguyenHoang 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 LeSylvia 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!
SanAsifSanAsif
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 BaigM 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 HurseMichael 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 Blackmick 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 LoweChris 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 Alamogervivz 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 GindirihDavid 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 RiceNathan 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.
Hoang Anh NguyenHoang 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 LeSylvia 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!
SanAsifSanAsif
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 BaigM 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 HurseMichael 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 Blackmick 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 LoweChris 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 Alamogervivz 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 GindirihDavid 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 RiceNathan 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.
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