Lending

lending

BusinessAdvisory PersonalInsurances Lending FinancialPlanning EstatePlanning

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Welcome to FUSION our pre-engagement, pre-commitment, getting to know you process. Click to start this obligation-free, complimentary service.

lending

Our Philosophy

Taking on debt is a fundamental part of most financial plans. Property has long been Australians’ preferred method of wealth accumulation and financing those purchases is an integral part of this.

Anyone can write you a loan, but at One Wealth Advisory it’s how we structure the loan to maximise tax effectiveness and affordability that’s crucial. Our advice can assist you to pay off the debt faster, leaving you more time to continue building your wealth.

THREE REASONS TO TALK TO US

integrate protect plan

Integrated strategies to assist in achieving your lending goals

tax effectiveness

Structured for optimal tax
effectiveness and affordability

minimise cost

Regular review of lending solutions for competitive offer optimisation

Areas of Expertise

residential

Residential

investment property

Investment Property

business

Business

commercial property

Commercial Property

goodwill

Goodwill

motor vehicle finance

Motor Vehicle Finance

equipment fit-out

Equipment & Fitout

investment

Investment

Our Simple Process

discuss

DISCUSS
goals & objectives

collate

COLLATE
your information

analyse

ANALYSE
lending suitability & strategy

solutions

SOLUTIONS
lending proposal

implement

IMPLEMENT
advice & application

approval

APPROVAL
& settle finance

review

REVIEW
regularly & adjust

About ONE WEALTH Advisory

about us

Strategy. Structure. Solution.

One Wealth Advisory is a peerless financial services offering that sets a new benchmark in transparent, customer-centric service that delivers real benefits and financial advantages to our clients. Working together, our professionals create innovative strategies, structures and solutions to help our clients achieve their financial dreams.

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