Why Choose Us

Icon 1

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

Icon 2

13+ years in Financial Planning & Accounting Experience

Icon 3

Experts guidance in complex investment lending

Icon 4

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

Icon 5

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. see all Mortgage Broker service areas. Call Capital Wealth Finance today to book a free 30-minute financial review so you can confidently face the uncertain future.

Strategic Finance Advice on different Loan Types

Residential Home Loans
Investment Loans
Business Loans
Commercial Loans
Private Funding Loans
NDIS Loans
Car Loans & Chattel Mortgages

Strategic SMSF Advice

SMSF Services we offer : Guiding you the pros and cons in using SMSF to buy property, different loan strategies to maximise return and what are the right property to buy under your superfund

Strategic Property Advice

Tailored property advice on structure, asset protection and hunting for the property type that meets your identified goals and needs

Strategic Protection Advice

Ensure you can reach the identified goals with peace of mind and reach your identified goals, offer are:

Life Insurance
Total Permanent Disability
Trauma and Income Protection
Landlord, Public Liability
Commercial Truck
Café and Restaurants Insurance

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

Trusted Brands

Trusted Brands

Our Blogs

5 tips to help you clear your mortgage by retirement

Not a housing “crash” – easing growth and plenty of buying opportunities

How a Mortgage Broker in Chermside Can Help You Secure Lower Interest Rates

joh
June 2, 2026
10:45 am

Gen Z races into the property market

First Home Buyer Loans in Eight Mile Plains: Complete 2026 Guide

Mortgage Broker Costs Explained: What You Really Pay