Our Services

All the services you need under one roof

Wealthfolio are experts in finance, with over 21 years of experience matching clients with the right home loan from over 50 lending institutions.

We take a comprehensive look at your financial position and lifestyle goals to secure the best possible loan product and structure for you.

First Home Buyers

Buying your first home can feel daunting but we’re here to make it easy. Our team will guide you through every step, providing the knowledge and support you need to feel confident and empowered on your journey to homeownership.

Investment & Next Home Buyers

Whether you're looking to purchase your dream home or invest in your first property, we’re here to guide you through the process. Our team will help you set up and structure your loans effectively, ensuring you’re well-prepared for a successful next step in your property journey.

Refinancing/

Debt Consolidation

Reviewing and restructuring loans correctly are very important. Our team can help you review and restructure your loans to ensure you’re set up in the most effective way, maximising savings and setting you up for long-term financial success.

Commercial and Business Lending

Whether you're looking to purchase a business, invest in a commercial property, or expand your existing operations, our experienced team is here to support your finance needs.

Personal and Car Loans

We offer a range of solutions for personal vehicles, equipment and business needs. Whether it’s for your next car or essential equipment, we’ll help you find a tailored option to suit both personal and business goals.

Self Managed Super Fund Lending

SMSF lending can be complex, with many essential steps to navigate. Our team is here to guide you through the process, ensuring everything is structured correctly and helping you assess if SMSF lending aligns with your financial goals.

Medical Practitioners

Discover tailored loan options designed specifically for medical practitioners and other eligible professionals. Contact us to learn more about exclusive financing solutions crafted to support your unique needs.

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Financial planning & insurances

Plan for a secure future with guidance from our trusted network of Financial Planning and Insurance partners. We’ll connect you with experts who can help you build, protect, and manage your future goals.