Property Investment

We can find the right property for you, with the highest return.

If you are new to property investment, we can help you find out how to get started and build up your wealth.

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Mortgage Finance

Are you getting the best rate you can for your mortgage?

If you are buying a new home or investment property, or just want to refinance we can do the work for you!

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Self-Managed Super

Take control of your own future with a Self-Managed Super Fund (SMSF).

Make your own investments, even buy an investment property with your super. Do it your way!

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Rentvesting

Too expensive to buy your first home?

The affordable way to get into the property market is by rentvesting. It could be a lot easier and quicker than you think to get into that first home by rentvesting first.

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More about us

About Assert Wealth

Whether you are looking for a home, refinancing your existing mortgage, or looking for a way to increase your wealth through property investment, we can set you on the right track and get you working with our specialists.

Our team of experts will help you make the best decision to secure your financial future. Throughout the entire process, we will be with you every step of the way.

We can also help you with tax minimalisation and paying off your mortgage faster. You may be surprised at what we can do for you!

Many people are coming off fixed rates this year or early next year.

Call us early to avoid

interest rate shock

0409 549 555

John & Nina

"Assert Wealth held my hand through the whole process. We're now packing up to move into our new house in the next few weeks and Assert Wealth has done an excellent job for us. Thank you so much!"

Darren & Marcel

"Judy and Lloyd listened to our concerns and struggles and connected us with new financial planners and a new property manager which are making things really smooth for us. NO MORE STRESS!"

Abe & Annie

"I can personally vouch for the dedication and commitment of both Lloyd and Judy who have sound knowledge in getting investment portfolios started..."

Wendy & Fernando

"The team at Assert Wealth has been amazing. They gave great direction on our next steps in managing and assuring our future..."

Bishal & Ranjita

"Thanks for your excellent efforts and directing me to the right people having listened to my specific needs..."

Some of Our Clients

Get in Touch

Schedule your consultation:

We will come to you - whether you prefer us to come to your home, your office, or the local cafe. We are also happy to do video calls instead if preferred, over Zoom, Skype or FaceTime.

We also work out of normal business hours, so we are available for evening meetings and calls.

We'd love to hear from you!

Book an appointment