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Posted By Outdoor Living Direct Pty Ltd on 08/02/2024 in News

WizWealth Finance Demystifies SMSF Programs

Melbourne, VIC, Australia – Feb. 7, 2024 – Purchasing a home can be a confusing process, especially for first time buyers. Individuals often feel abandoned by their brokerage firms. WizWealth Finance takes a different approach. The company’s team of experts shepherd clients throughout the home buying or refinancing process. The brokerage can help with every aspect of a self-managed super fund (SMSF).

The SMSF loan process is different than other types of programs. An SMSF can be labor intensive and confusing without the guidance, education and experience that WizWealth Finance can provide.

The agency offers a multitude of resources for home buyers and assistance to individuals in the SMSF setup process, along with obtaining pre-approval. WizWealth Finance acts as a partner and personal advocate for buyers. The brokerage’s professionals will help individuals decide if an SMSF is right for them and ensure that clients understand the rules compliance requirements and laws associated with a self-managed super fund.

Every home purchase requires a financing plan and WizWealth Finance experts work closely with each client to create a comprehensive blueprint for success. WizWealth Finance also ensures that clients understand SMSF costs. whether they’re seeking to finance a first home or refinance. The experts will help clients obtain the needed documents that must be placed on file.

The agency minimizes stress for buyers. The brokerage reviews and vets the best SMSF loan providers across Australia to identify the optimal SMSF solution for each client. The agency utilizes advanced technology provides advice, support and makes recommendations based on the client’s needs and financial situation. 

WizWealth Finance takes a holistic approach to the home buying experience. The mortgage brokerage believes in home ownership and providing clients with all the critical information each client needs to make informed decisions on their pathway to owning their own home, the most common method of building generational wealth 


About WizWealth Finance

Once you decide to embark on the journey to create personal wealth, consider us your personal guides and friends who will assist you at every step in your journey.


Media Contact

Ripan Seth

2/16 Prosperity St
VIC 3029
Ph: 1300 912 340

Website: https://www.wizwealth.com.au

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