What we do · Advice & lending
Everything we do, under one roof.
Financial advice on one side, mortgage broking on the other, one team in the middle. This page is the full menu: the things we help with every day at Gate 8, in plain English.
What we do · Advice & lending
Financial advice on one side, mortgage broking on the other, one team in the middle. This page is the full menu: the things we help with every day at Gate 8, in plain English.
Around here you'll see us talk about wealth accumulators, people approaching retirement, retirees and business owners. Those are the moments we know best, but they're doorways, not fences. If your situation doesn't sit neatly under one of those labels, you're in the right place: this is everything we actually do, and most clients need a few of these at once.
Finstyle Wealth Group · Financial advice
Every engagement starts with what you want from life. The strategy follows, drawing on whichever of these it needs.
01
Sometimes you don't need a product, you need a thinking partner. We coach you through the big decisions, keep you accountable to the plan, and stay a phone call away when life throws a curveball.
02
Savings plans, investment portfolios and borrowing strategies built around your goals and your timeframe, so your money compounds away quietly while you get on with living.
03
Whether it's ten years away or already here, we work out what your lifestyle actually costs, structure your super and income streams to fund it, and review it every year so it stays on track.
04
How your money is owned, structured and timed can change what you keep after tax. We build strategies with tax in mind and work alongside your accountant, so nothing falls between the two of us.
05
Life, disability, trauma and income protection, sized to what your family genuinely needs and reviewed as life changes. It's the part of the plan you hope never gets used, and it has to be right.
Not sure where your question fits? Most conversations touch several of these at once. Start with a free Clarity Call and we'll point you in the right direction.
Finstyle Lending · Mortgage broking
Finstyle Lending sits inside the same team as your adviser, so what you borrow serves where you're headed, not just the purchase in front of you.
01
First place or forever home, we help you understand what you can borrow, compare options across a range of lenders, and get the structure right from the start.
For home buyers →02
Borrowing to invest is a strategy, not just a transaction. We structure investment lending so it works alongside your tax position and your longer term plan, not in isolation.
For property investors →03
If nobody has looked at your loan in a couple of years, it's probably time. We review what you've got and, where it makes sense, help you move to something that suits you better.
For refinancers →04
Buying property inside super calls for specialist, limited-recourse loan structuring. We arrange SMSF lending hand in hand with your adviser, so the strategy and the finance line up.
Commercial & SMSF loans →05
Cars, renovations and the in-between moments. Sometimes a personal loan is the right tool and sometimes it isn't; we'll give you a straight answer either way, then do the legwork.
Your broker
Dan leads Finstyle Lending and looks after the mortgage broking side of the business. He works hand in hand with the advisers, so your finance and your financial plan are never two separate conversations.
He'll talk you through your options in plain English, do the legwork with the lenders, and stay in your corner well past settlement.
Meet the whole team →A short call to point you in the right direction. Free, no obligation, at Gate 8 or over the phone.
Start with a conversation Or call us on (03) 8414 0290