Focussed on your CORE Wealth
Prepare for a bright future

We focus on what we can control and manage so that you have a fuss free and comfortable future. We look at different components of your financial position and plan it forward, providing a clear plan for a comfortable destination.
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What our clients say about us

Carmen GuzmanCarmen Guzman
01:37 13 Feb 24
From the very beginning Alan was professional and friendly! He explained the process about loans in a great way so that I was able to understand. He was diligent and extremely proactive!He made me feel like he was on 'my team' which made the experience even more exciting.I would recommend Alan to anyone and everyone. I don't have a bas word to say about him.
Tanya AllenTanya Allen
04:50 13 Jun 23
Alan gives great service and lots of useful tips to help borrowers. He has a wealth of knowledge to help you get the most out of your money.
alvin zhangalvin zhang
03:12 30 May 23
Alan has extensive knowledge in various loan products on the market and always give me good recommendations.
Monica TanurahardjaMonica Tanurahardja
12:36 16 Dec 22
Alan Khaw is very helpful and knowledgeable. He actioned things very fast we got pre approval in few days. The home loan process is not easy process however Alan is always available to answer any questions . his broad knowledge also gives us important suggestion/information we need to consider during cooling off and leading to settlement. This our 2nd time to use his service and we are grateful for the outcome. Thanks Alan!!
Graydon CookeGraydon Cooke
13:22 19 May 22
Alan was a pleasure to deal with, he took our concerns and found solutions for us.Obliging and willing to assist us during the process of our refinance and helped us achieve our end goals
Anne SteerAnne Steer
01:54 13 Apr 22
Alan is very professional but down to earth and was able to secure a great deal for our mortgages. We feel confident knowing we have Alan to advise us.100% recommend.
Julius AnguloJulius Angulo
12:19 31 Oct 20
Allan, was extremely responsive and very clear in communications. He made me feel very confident in his abilities to find the right solution for my circumstance.Would recommend him highly.
Dale KellyDale Kelly
05:38 30 Jun 20
We found Alan to be very professional in his approach. He was never pushy or persuasive, just simply presented the facts and guided us along. Alan would always respond to questions at any time of the day. He raised things we hadn't even though of, offered lots of options and was great support during a stressful time. Nothing was ever too much trouble. We couldn't recommend him enough.
Spencer KeastSpencer Keast
05:46 03 Sep 19
Not only is Alan very knowledgable, he is also very honest and very helpful. He gave us great advice even though it meant there was nothing in it for him in the short term. We will definitely be going back to Alan next time.
Jacqui SJacqui S
08:30 05 Aug 19
Alan is extremely knowledgeable in the field of home loan re-financing. He offered us great advice and an excellent variety of banking options that worked best to suit our needs. Alan was always easily accessible and happy to answer any queries that we had. We would definitely recommend Alan with regard to any home loan needs.
Kevin BathmanKevin Bathman
13:18 24 Nov 17
I have always put my finances aside, and it was always on my to-do list. After meeting Alan and having him draft up a financial road map and meet me over a span of 6 months, it has given me a better idea on how to manage my finances better, and reach financial freedom! Very attentive and flexible to my needs - fully recommended.
Fiona BickerstaffFiona Bickerstaff
07:40 23 Apr 17
Alan's attention to detail is second-to-none and his communication throughout the home loan process was fantastic. Alan made what was otherwise a daunting process incredibly easy for me and got me the results I was after. I can't thank him enough for his dedication and good advice.