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Advanced Wealth Finance

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Advanced Wealth Finance

Overview:

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. This 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 with a finance offering 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 to be delivered direct to clients with personalised service. The two companies worked side by side for 3 years before they were combined under the banner Advanced Wealth in 2010.
At Advanced Wealth our clients come first.

Our focus is on providing honest, practical and tailored solutions to help our clients achieve their financial goals.

Finance
Whether it’s restructuring debt, wealth creation or retirement planning and strategies, our team can help you on your way. 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.

Our areas of service include:

Home loans
Investment loans
Personal loans
Commercial and business lending
Property development finance
Refinancing and consolidation

Property

Advanced Wealth assists our clients with investment education mainly in the investment residential property arena. Our professional team provide access to house and land packages and manage each step of the construction. After completion we provide a stress-free property management service to maximise the return on your investment.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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