Advanced Wealth has a long history which all began with husband and wife Rick and Fiona Gardner. Rick had worked as a Mortgage Broker on the Sunshine Coast and Brisbane since 2001. In this role he consistently saw the need for his clients to have better financial protection, finance education and the need to set up well managed, structured retirement plans which gave him the passion to start his own company with his wife Fiona to supply these needs to their clients.
The company Advanced Wealth started out with a finance arm which was established in 2005 as People First Financial Services, servicing all areas of Financial Services on the Sunshine Coast. The Gardner’s also saw the need for a quality service providing development stock and house and land packages for owner occupiers and investors. This resulted in Residential Property Partners (RPP) being established allowing quality products direct to clients with personalised service. The two companies worked side by side for 3 years before they were joined to be under the banner Advanced Wealth in 2010.
The two departments under Advanced Wealth banner are:-
Advanced Wealth Finance Pty Ltd - all things finance
Advanced Wealth Property Pty Ltd - all things property and property management
However your personal information will not be passed on unless we have your signed consent.
The companies are run out of two offices one on the Sunshine Coast and one in Brisbane by Rick and Fiona. The companies work together as a team and the work flow can be passed through the companies with each stage as they progress.
Advanced Wealth Finance Pty Ltd
Advanced Wealth Finance pty ltd Our finance arm looks after mortgages—Home loans and Investment Property, Personal Loans, Commercial and Business lending, Property Development Finance, Self Managed Super Funds (SMSF), Refinancing and Consolidation of loans. Our team are trained mortgage specialists who can help you search hundreds of loan products from over 35 major lenders to assist in selecting the right lender for your financial and lifestyle needs.
Advanced Wealth Property Pty Ltd
Advanced Wealth Property pty ltd helps clients with investment education mainly in the investment residential property arena and we have access to government incentives for property investors. We have a professional team that can provide house and land packages and see it through each step of the construction stage. After completion we provide a property management service to take all the hard work away form investors.
If you have any questions please feel free to contact us any time on 1800 50 55 33 .