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. 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.
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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
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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
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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
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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.
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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
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Our Client's Reviews

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Our Blogs

How first home buyers can buy up to five years sooner

How much do you need to earn to buy a home in 2026?

Thinking of a tree change? You might find more affordable homes

Which generation tops housing wealth in Australia?

RBA hikes the cash rate by 25 basis points to 3.85%

How high are property prices predicted to go in 2026?

NEED A QUICK QUOTE ?
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    Want a Strategy to achieve financial success?

    Let’s Chat – 0411 888 613

    info@capitalwealthfinance.com.au

    30 minutes free discovery session.


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