Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Tax and Accounting
For Individuals & Families
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Utilising the very latest cloud-based accounting software, we can respond to your accounting needs giving you peace of mind, knowing that everything is kept in good order.
We manage each clients diverse needs, ensuring their tax benefits are maximised.
Our attention to ones complete financial position allows us to align our expertise with the needs and goals of our clients.
Home Loan
Tax and Accounting
Home Loans
Our Mortgage Broking team is committed to securing finance that's tailored to your unique needs and circumstances.
With a wide array of loan products available, we take on the responsibility of market research and provide you with a clear, easy-to-understand comparison report.
The Process
1. Getting to know you
To kickstart your loan application, you'll need to provide some information about your goals and circumstances.
2. Let's meet
We'll catch up with you to understand what matters to you and what you are looking for in a loan.
3. Let us do the work
With an understanding of your requirements and objectives, we will review suitable options to find the right loan for you.
4. Presenting your loan options
We'll present you with a credit proposal with tailored loan solutions and recommendations.
5. Managing your application
Once you have decided to proceed with an application for a loan, you can leave it to us to lodge and manage your application.
6. Loan approval
We're nearly there! We will monitor your application and let you know if your loan is approved.
7. Settlement day
Congratulations! Settlement is when your loan application process is complete.
8. Here to help
If your circumstances and goals happen to change, we are here to help with your future loan needs.
Recognising that a mortgage is a long-term financial commitment, our support doesn't end at settlement. As your needs or circumstances evolve, we'll remain by your side, ready to assist with product switches or additional property purchases.
“ Tom was very helpful and understanding. Even took our calls out of hours. Really didn't feel like it was business, the whole experience was great and we felt we were really looked after. It was a great experience for us as first home buyers. Would definitely recommend Tom and Peer Wealth in the future to any of my friends or colleagues. "
