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LOANS

Achieve Your Goals With Tailored Loan Solutions

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LOANS

Whether you’re planning to buy a home, invest in property, manage your super fund, or grow your business, our range of loan solutions are designed to meet your unique needs. Our dedicated financial planners and credit advisers are here to guide you through the process and help you find the perfect loan.

TYPES OF LOANS & CREDIT

Purchasing a home is one of the most significant investments you’ll make. We help you access competitive rates and flexible terms, making it easier for you to own the home of your dreams. Whether you’re a first-time buyer or looking to refinance, we have options to suit your needs.

RESIDENTIAL

Competitive rates and flexible terms. Suitable for first-time buyers or if your looking to refinance.

INVESTMENT

Tailored to your investment strategy, helping you maximise returns on your property investments.

SMSF

SMSF Loans are designed to help you invest in property through your self-managed super fund.

WHY US?

We tailor the finance solutions to meet your unique needs and circumstances.

Expert Guidance

Our experienced financial planners provide clear, professional guidance to help you make informed decisions.

Competitive interest rates

We have access to over 50 lenders and the most competitive interest rates in the market.​

Hollistic View

We don't just write you a loan for your home or investment. It is part of your broader financial strategy. 

Schedule a zoom call with Oliver to discuss your financing needs.

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© 2021 BY WEALTHY & WISE LIFESTYLE PLANNING PTY LTD

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ABN 58 113 067 968

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Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

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1300 226 271

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Wealthy & Wise Lifestyle Planning is licensed through Lifestyle Asset Management Pty Ltd (AFSL 288421)

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PRIVACY POLICY

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Wealthy & Wise Lifestyle Planning PTY LTD, ABN 74 622 374 501, trading as Wealthy & Wise, AR number 1259510, is an Authorised Representative of Lifestyle Asset Management Pty Ltd (Australian Financial Services Licence No. 288421).

Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

1300 226 271

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