About

Originally established in 1974, Statewide Assets has grown from its origins as an independently owned boutique mortgage broking firm to today providing holistic financial advice and solutions for our valued clients.

 

The independently-owned status of Statewide Assets remains intact, which means we can access the vast range of financial products and services and provide recommendations that are tailored to each client’s unique set of circumstances and requirements.

 

Although our scope of services has grown, we remain a boutique firm and enjoy working closely with our clients to understand their lifestyle goals, current commitments and obligations, and to develop and set in motion financial strategies that will protect and enhance their financial wellbeing now and into the future as their needs change.

 

We pride ourselves on offering a highly personal level of service, often developing life-long relationships with our clients and their families as we become a part of, and play a key role in, their financial journey through life.

 

It’s a service we warmly extend to others and invite you to experience.  To find out more please feel welcome to contact us.