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Kelly Wealth Services

Dream Big with Confidence

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Mortgage Lending Services

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Buying a Home?

Our experienced loan brokers will match you with the perfect loan product and structure for you.

PLUS source the lowest rate with the product features you need.

PLUS we make the process simple so you can concentrate on finding your perfect home.
 

First Home?

This can be daunting and confusing. We hold your hand and stay in constant contact to make sure you’re informed at every step. We often work with First Home Buyers, well before they start searching for a property.  We will discuss with you the deposit amount required, how much you can afford and discuss your options.

Building and Construction Loans?

Some banks have an appetite for these and some don’t.  A great interest rate is a bonus but you also want a stress free construction period with a Lender who has great processes in place for paying your builder in a timely manner throughout the construction period.  This is a specialist field and needs specialist people.
 

Buy an Investment Property?

The focus is on YOU.  We will help create and advise on the ideal lending structure and to match your goals.

To help you make sound decisions, we will provide investment knowledge and data.

We ensure our clients can create wealth effectively to match their goals now and for the future.

We advise how to minimize risk and possibly tax.

We will help you create and protect your wealth!
 
Many investors look at property to increase their wealth. If this sounds like you, come and speak to us about the best loan product to suit your investment goals. We can help guide you through the process to make sure you make wise decisions, mitigate risks all the while, creating wealth.
 
Your mortgage is generally your largest liability, so it makes sense to keep your finger on the pulse and make sure you’re getting the best product and rate available to suit your circumstances. We work closely with our Financial Planning Team and are uniquely positioned to recommend the best product but also ensure the debt and repayment structure suit your broader financial goals.

Property Investment Essentials

Refinancing?

If it’s been a while since you reviewed your mortgage, chances are you could find a better deal. Interest rates are currently at record lows, so it’s the perfect time to consider what the lenders might be able to do for you.

And with increasing scrutiny on investment lending and particularly interest only loans, check with us to see if switching to Principle and Interest payments is right for you.

Loan Calculator

Use our mortgage calculator from our broker group, Acceptance Finance, to find out how much you can borrow.  We’ve designed these calculators to help give you a better insight into how lenders view your loan application.  Please be aware that these loan calculators are a guide only.  For more exact expert advice, please get in touch with our professional mortgage brokers today.
 

 Mortgage Health Check

Download and complete our complimentary Mortgage Health Check form with some basic details and we will do all the leg work for you.

Mortgage Health Check
 

Next Steps

Phone or email Lainie Poon to discuss how we can help.  If you are time-poor, all can be done over the phone or email.  Alternatively, we’d love to meet you over a coffee in our offices at Florence House.  Remember, our quotation is complimentary and no-obligation.

Tips to pay off your Mortgage faster

 

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Powered by Acceptance Finance Pty Ltd – Australian Credit Licence Number #391715 – Credit Representative Number 475036
Credit Guide and Privacy Policy

IMPORTANT INFORMATION

YFG Cairns Pty Ltd (ABN 55 628 589 211) trading as Kelly Wealth Services is an Authorised Representative of Your Financial Guide Pty Ltd under Corporate Authorized Representative Number 1273675. Kelly Wealth Services advisers are authorised representatives of Your Financial Guide Pty Ltd ,ABN 63 628 588 938 and operates under Australian Financial Services Licence No. 511377.

NGFS Lending Pty Ltd (ABN 35 600 762 721) trading as Kelly Wealth Lending Services is an Authorised Credit Representative #475036 of Acceptance Finance Pty Ltd ABN 62 953 405 689 and operates under Australian Credit Licence #391715.

General advice and general educational information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness to your objectives, financial situation and needs. By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website. 

Privacy Policy & T & C’s       Financial Services Guide       Kelly Wealth Lending Credit Guide & Privacy Policy

CONTACT DETAILS

P:  07 4041 2055

E:  admin@kellywealth.com.au

A:   Suite 7, Florence House
Level 2, 26 Florence Street
Cairns QLD 4870

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