Financial Services
Identify and prioritise your financial goals by managing your ambitions.
State Home Loan Centre create a custom-tailored financial plan based on your current position and risk assessment. We ensure everything is effectively and cost-effectively done. Our advisors keep a track record of your plan progress and recommend the change where needed. By using our financial services, we minimise tax, maximise return and protect your hard-earned assets. We develop a customised plan based on your financial situation.
Financial Planning
We give a financially worry-free life with positive financial outcomes.
Financial planning is a series of transaction that determine how best to meet your life goals through proper managing financial affairs. At State Home Loan Centre, our advisor offers unique freedom with unbiased advice. We help you consider ways to plan for your financial future by adding an array of insurance solutions and an additional protection layer for our customer. We assist in developing an overall financial plan to achieve specific goals through targeted tools.
Welcome to SMSF solutions
If you’re looking for expert investment strategies to secure and grow your finance, we are here for you. State Home Loan Centre offers a wealth of knowledge to grow financial security. We gain an understanding of how to make your money work for you. We manage and support your superannuation. By using exclusive strategies, we choose the right insurance plan required for protection and peace of mind. We empower you to grow your wealth by guiding you through legal and accounting obligations.
Our Team can assist you with:
- Financial Planning Advice
- Property Loans
- Personal Insurance
- Auditing your SMSF
What do you get from our SMSF services?
Investment Control
It’s the primary need for controlling investment by setting up SMSF. We have a Team to assist you in choosing a specific investment and tailoring out investment strategies.
Potential Cost Savings
We have investors who run their SMSF, and require paying less than retail, corporate and industry funds. Our Team determines if there would be cost-saving for you.
Transparency
We provide you with easy access to the wrap platform, SMA (Separately Managed Accounts) and direct equity access to the traditional managed fund.
Flexibility
We offer a flexible and adaptable retirement saving structure along with tailoring specific needs. We determine what method is right suitable for you.
Strategic Capability
We can deliver a broad range of estate planning strategies and find out which strategy works best for you.
Why choose us for your SMSF management?
State Home Loan Centre advisors work with SMSF clients and understand that most people need the expertise to run their SMSF. We are here to solve complex laws and help our customers to ensure their funds are legally compliant. By offering a wealth of knowledge, we support you to grow your financial security. We assist them in making smart investment decisions.
Testimonials
David
CEO, XYZ CompanyI am very much impressed with the quick response and the service provided by the State Home loan centre team. They understood my needs in life and provided the entire roadmap with customizing my requirement. The professional has excellent experience and knowledge skills, Highly Recommended.
John Done
CEO, ABC CompanyVery Wisely, State Home Loan Centre provided the best insurance plan to avail tax benefits, child education and retirement plan. I found the team is very knowledgeable and sincere. Just want to thank for being a great financial planning partner.
David C Jeff
CEO, ABC CompanyFor the first time, I was planning to buy a new home and was worried about its process. But State Home Loan Centre made this easy with very little paperwork and gave a clear picture of the process. Secondly, the team were very supportive and understood my situation well. Excellent Services, Thank-You.