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Choose a loan

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Get the right loan
Professional advice to ensure your home, investment or business loan is the best for your individual situation.

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Get a Better Deal

Get a better deal by refinancing

Examine more options
Your current loan may need a tune up. A better loan could save you $1000s in the long term.

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Our Philosophy

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We're finance experts
With over 35 years full time in finance we offer you honesty, first class service and knowledge

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Investing

Finance for investing

Successful property investment
We have assisted many investors in our time, and have seen the strategies that work and those that don't.

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Finance Education

We can offer Certificate IV courses in financial literacy

Course in Basic Financial Acumen
Our wealth of experience has led to the in house development of grassroots training courses.

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Get in Touch

We can offer Certificate IV courses in financial literacy

Just ask! We're only too happy to answer your finance questions
If you have a finance question you can't find an answer to, get in touch & we'll answer it for you!

contact us for all finace needs

We have been professionally recognised by:

Universal Wealth Management is professionally recognised by CPP
Universal Wealth Management is professionally recognised by AFG
Universal Wealth Management is professionally recognised by Swinburne University
Universal Wealth Management is professionally recognised by Sequal