Keep Your Life Happy, Safe, and Wealthy
Take the hassle out of shopping around. We'll find a bank who can satisfy the financial solutions you are looking for.
We can assist with various forms of motor and equipment finance including Novated Leases, Commercial Hire Purchases, and Chattel Mortgages.
We'll assess our lending panel to find a loan the prevents you being stretched to the limit.
A flexible loan facility is designed to assist small, medium and large businesses to expand by providing finance for any worthwhile business need.
We have assisted many investors in our time, and have seen the strategies that work and those that don't.
We can advise on ways to reduce fixed monthly financial commitments and get back in black.
Easy as One, Two, Three
By working together as a team, we will gain an understanding of what you want to achieve. You can use our extensive finance knowledge to answer questions and get advice so you can proceed with confidence.
We'll provide a range of reputable credit providers that may approve a loan for your unique situation. You can compare loan products until you unearth the one that you want. We'll then gather the information and paperwork the lender will require and do all the legwork with the lender to make sure you obtain the best result possible.
We'll keep on the lenders back, providing you with regular updates on the progress of your loan application, and monitor your approved applications progress to ensure that you get your money on time. We'll assist you in the execution of the loan contract and mortgage document paperwork, and also keep in touch and offer ongoing support to you when your loan is finalised.
More than 40 years experience in the finance industry
Incorporated in Melbourne in 2001, Universal Wealth Management is 100% Australian owned proprietary company.
Universal Wealth Management offers a loan sourcing service for all types of affordable loans.
We are consumer advocates with a focus centred on improving money situations without risking all that has been worked hard for. We work with your best interest as our focus.
We have a significant understanding of the home loan process and requirements and we share our extensive knowledge of money and finance informally by guiding our clients through the complete transaction.
Through our membership with AFG (Australian Finance Group) we have access to more than 1,450 home loan products from over 40 reputable lenders. We do not work with every lender in the market place.
We source the right type of lending product to suit our clients' specified requirements and objectives, considering their financial situation. We produce a personalised side-by-side product comparison report to ensure that the most cost effective and suitable loan is selected by the borrower.
We are not agents for, or employees, of any bank or credit provider. We have no authority to approve or refuse any bank or credit provider loan.
We are commissioned by potential borrowers to source suitable solutions from businesses who lend money. We have no authority to accept or reject a lender loan contract proposed for a borrower.
Universal Wealth Management holds an Australian Credit Licence issued by the Australian Securities and Investment Commission.
Our commitment to providing the highest standard of service and professionalism means we hold current membership of CIO (Credit and Investments Ombudsman) an independent and impartial dispute resolution service.
Our job is to help you discover a range of home loans that you qualify for, under what terms and conditions.
Our loyalty commitment is to our client, not the banks.
By working together as a team, we will:
By using our loan sourcing service, at no cost to you, we free up your time so you can enjoy many other things.