About Us

We provide valuable financial information so you can make an informed choice

Mortgage Advice, Investment Advice, Finance Advice, Saving Tax, Wealth Creation

We can refinance & restructure your home loans to get a better outcome as well as saving you tax and help create wealth.

Our team of qualified experts have the experience to assist our clients with mortgage advice, finance, investment and tax advice as well as wealth creation and retirement planning.

We promise that not only will you be in the safest hands possible, but you will receive specifically tailored information prepared to suit your own personal and financial circumstances from a team of experts.

Harold Upton - BSc (Hons) Dip FP Dip FS LREA

Managing Director & Senior Strategist

  • Bachelor of Science with Honours
  • Diploma of Financial Planning
  • Diploma of Financial Services – PS146
  • Certified Investment and Financial Advisor
  • Diploma of Property Development
  • Certificate IV in Property
  • Licensed Real Estate Agent

 
 
 
 
 
 
 
 
 
 
 
 

Harold has been working in the financial industry for over 30 years and has built a vast amount of valuable knowledge to help our clients with their financial planning, wealth creation, investment advice, financial advice, tax minimisation, retirement planning, superannuation, and residential investment property.

Harold is hands on with every wealth creation plan we put in front of our clients, as well as being available to personally speak with any client who wishes to discuss their plan with him.

We can assure you that you will be in some of the safest hands in the industry with Harold, together with Wayne Geggie and Rachelle Leenderts, always providing the best possible outcome for our clients.

Rachelle Leenderts - Cert IV FMB

Senior Mortgage Consultant

Rachelle Leenderts is a qualified mortgage broker based on the beautiful Gold Coast. Rachelle decided to get into mortgage brokering after starting her family. She prides herself on being there to listen and understand your situation and then goes about finding the right finance to suits your needs.

Rachelle enjoys the personal approach and understands how busy our lives are; she is here to simplify the lending process, save you time, and find you the best solutions.

In her spare time she enjoys spending time with her family which includes a sausage dog, the outdoors & camping, water sports, the beaches, and gold coast hinterlands.

 

 
 
 
 
 
 
 
 
 

Wayne Geggie

Senior Mortgage Consultant

Our Senior Mortgage Consultant Wayne Geggie is one of the best in the business and has been working in the Banking and Finance industry for over 35 years, having worked for the Reserve Bank of Australia, some of the big four banks, and being the responsible person for a large finance company specialising in investment property.

Wayne’s vast knowledge and experience about lending and loan structures will assist our clients get the best possible lending and financial outcome.

Wayne is married to Robynne and has 4 adult children and 3 grandchildren. Outside of work Wayne enjoys spending time with his family and enjoys watching his beloved Bombers in the AFL and in the off season he watches cricket. He also is partial to a good drop of red wine.

He holds a Diploma of Finance and Mortgage Brokering Management and a Diploma of Business Management.

 
 
 
 
 
 
 
 
 
 
 

Contact Us

We provide valuable financial information so you can make an informed decision.

Financial Information, Wealth Creation, Tax Minimisation, Research.

Credit Representative #483765 is authorised under Australian Credit Licence #384324

Disclaimer *This is general information only and is subject to change at any given time. Your complete financial situation will need to be assessed before acceptance of any proposal or product.