Capital Wealth Finance is a boutique financial brokerage and planning firm established since 2000 to work for you only, not for the banks. We take pride in providing quality financial advice that focusses on our clients' best interests. This statement has stood the test of time as we are currently servicing the 2nd generations - the children from the 1st clients and soon, the 3rd generations.
We provide a full range of financial loan products from residential home loans to commercial and development loans. We also provide insurance and risk management and legal services to our clients. Through our network of professionals, we help clients in their retirement and estate planning hence resolving a wide range of financial issues.
We provide a full range of financial loan products from residential home loans to commercial and development loans. We also provide insurance and risk management and legal services to our clients. Through our network of professionals, we help clients in their retirement and estate planning hence resolving a wide range of financial issues.
Services
At Capital Wealth Finance, we offer a full range of wholesale and main stream financial products ranging from home loans to various investment options which allow you to invest and grow your wealth. We are Your Wealth Creation Partner providing holistic financial service to help you achieve your identified goals in timely manner.
We offer a full range of wholesale and specialized finance brokerage and have the expertise to structure the right loan type for you. Thus allowing you to expand your investment plans faster. As getting the wrong loan can significantly hinder your wealth creation process, we have saved you time and effort by researching, comparing and analyzing these loan types so you can make an informed decision at no cost to you.
Risk insurance policies are financial products that will pay the policy holder if the 'insured event' - such as becoming unwell and being unable to work - happens. That is why risk insurances play an important role in any financial planning. Insuring yourself against a loss of income allows you to secure that life for you and your loved ones goes on, even if an unwanted event occurs.
We know that property is probably the most important part of your wealth creation strategy. This is because it is hard to attain financially freedom without growing assets like properties. We provide financial advice on how to stucture your purchase, the entity type (SMSF, Company, Trust) to hold the asset class and its tax implications.
As the name suggests, a self-managed super fund is one that the members manage for their own benefit. Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan.
Reviews (9)
C. Lee
Jan 06, 2022
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Jess
Jan 06, 2022
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Jenny Oh is very helpful, efficient mortgage broker who works above and beyond to get a loan for me. She can get all of my materials summitted for loan approval in a fraction of time of other mortgage brokers and gives me useful information so that i'm sufficiently ready for loan approval. She's contactable even in the evenings and weekends and answers all of my questions patiently. She's an important person to have on your side if you want to buy properties or plan your personal finances. I'm glad i got to know her. Couldn't recommend her more.
Samuel Horton
Dec 08, 2021
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Jenny Oh has gone above and beyond in providing assistance in securing financing for our first property. I could always count on Jenny to provide valuable insights and quality advice during the entire process. I will have no hesitation in recommending her services to family and friends. Thank you Jenny and the team at Capital Wealth Finance!
Tracey Grant
Nov 14, 2021
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Jenny has been so helpful and supportive during the process of buying an investment property in another state during this pandemic. I could not have done this without Jenny and she is so positive. Jenny was always quick to respond to any questions I had along the way and walked me through the whole process. Thank you so much and I would not hesitate to recommend Jenny to anyone who was looking at purchasing a property.
YiChun Lin
Oct 14, 2021
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Xinyu Tan
Sep 11, 2021
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Lu Rebecca
Jul 06, 2021
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Jenny has been very helpful, knowledgeable, and professional with my mortgage refinance application. I’m an experienced property investor and have had issue getting additional mortgage to expand my mortgage portfolio. Jenny amazingly did that for me after she quietly tried and exhausted her resources and skills. She was very positive and knows the banks’ requirements and my needs to provide a satisfactory result.
For me, I’m really happy expanding my portfolio once more and on the journey of creating more wealth!
For me, I’m really happy expanding my portfolio once more and on the journey of creating more wealth!
Jono
May 19, 2021
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Jenny really went above and beyond to secure a loan for us, we couldn't have asked for more.
Our case was rather unique with our circumstances and what we wanted to buy, most banks wouldn't even consider lending to us but Jenny was able to find a lender with a fantastic rate. Very professional service! Highly recommended!!
Our case was rather unique with our circumstances and what we wanted to buy, most banks wouldn't even consider lending to us but Jenny was able to find a lender with a fantastic rate. Very professional service! Highly recommended!!
Dec 27, 2020
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Jenny has been helpful for my loan. I have learned her for several years. Even few years ago, I did not buy a house as I was not a Permanent Resident yet. 4 years lager, when I decide to purchase a house, Jenny is still the first professional mortgage broker coming out of my mind. The truth is I am glad I have consulted with her. She is someone who will reply email at midnight or early in the morning even weekend. She put clients in priority. Her efforts and sincere make clients 100% trust.
Jenny has helped me get my 1st home loan at 1.89% rate plus save me over $11,850 in fees.
I would strong
Jenny has helped me get my 1st home loan at 1.89% rate plus save me over $11,850 in fees.
I would strong
