Services

We’re an independently owned financial advisory and mortgage broking company focused on helping individuals, couples, families and small business owners to grow and protect their wealth.

 

We offer a full suite of services including:

 

  • Residential Lending: owner occupied & investment

  • Commercial Lending: owner occupied & investment

  • Insurance (business and personal)

  • Financial advice

  • Investment advice

  • Investment portfolio construction

  • Investment portfolio management and performance reporting

  • Retirement planning

  • Superannuation

  • Self managed superannuation funds.

 

We’re a boutique company with a keen focus on providing our clients with the highest levels of personal advice and customer care.  At Statewide Assets we won’t treat you like a number.

To find out more about our services, or to arrange a complimentary appointment, please feel welcome to contact us on 03 9576 1355.