financial planning & lending specialists 03 9686 4976

We work with people of all ages and walks of life to empower their financial decisions.

You might be starting at square one, planning a family, interested in property investment or thinking about your retirement. We're here to help you manage cash flow, build wealth, purchase or build property, plan your taxes, protect your family and plan for a comfortable retirement. 

You can think of us as your financial help hub - we're here to support you with any financial decision.

FINANCIAL PLANNING SERVICES

  • Creating a financial plan
  • Managing personal finances
  • Implementing investments
  • Superannuation and self-managed super funds
  • Life & Income protection
  • Planning for retirement
  • Business succession
  • Estate planning

LENDING SERVICES

  • Home loan pre-approval
  • Securing home loans from major lenders and banks
  • Stamp duty advice
  • Loans for self-employed clients
  • Self-managed super fund loans
  • Investment property loans
  • Purchasing off the plan
  • Bridging finance
  • Construction loans
  • Commercial loans
  • Developments

LEGAL SERVICES

 

Estate Planning & Business Succession 

  • Preparing and updating Wills (including Testamentary Trust Wills)
  • Preparing Enduring Power of Attorney documentation
  • Advising on Will challenges
  • Review of Trust Deeds
  • Preparation of Trust Deed Amendments
  • Establishment of Trusts
  • Review of Company Constitutions
  • Review of Self-Managed Superannuation Fund (SMSF) Deeds
  • Preparation and review of SMSF Binding Death Benefit Nominations

Property

  • Conveyancing
  • Preparation and review of contracts
  • Joint ventures
  • Development Agreements including tax implications;
  • Lease reviews
  • Financing options
  • Sales and acquisitions

To learn more about our legal arm, please visit Shield Partners here


  • I just wanted to send you a note to say thank you for all of your help, hard work and excellent service. We both really appreciated all of the effort you went to in making sure the arrangement of our finances, and settlement went as smoothly as possible. Your friendly nature and professionalism is a credit to Choice Capital and we won’t hesitate to recommend you to our friends and colleagues looking for financial services in the future.”

    R & S Davis Fitzroy

Let’s give your finances a makeover. Come and see us at 66 Greville Street Prahran.