Our aim is to provide you with a service that exceeds your needs and expectations and to ensure that we do everything within our power to help you have your loan. We have specialists in accounting, home loans, insurance and property sales to provide a one stop shop. We will provide you with a common sense approach to solve your finance problems and to understand your situation so that you can achieve the results you need. Building Better Business Relationships are our promise to you.
We approached Julie at Monument Financial for a home loan after our bank said no to an investment property loan. Julie was able to refinance our current loan and obtain a new one at better rates. The process was very smooth and Julie kept us up to date at all times. Very happy with this service. Ken and Sue, Mackay
The team at Monument were able to refinance our home loan and save us almost $3,000 per year which we have used for other debt reduction. Julies accounting experience and property knowledge is the best. We were able to consolidate debts into one easy payment and save money as well. Thankyou so much. Tricia and Mick, Newcastle
The process of getting a loan with Monument Financial was so easy. The bank was so slow and we had no communication from them. Julie held our hand through our whole building process. We are now in our First Home and loving it. We will definitely use Monument for our next property purchase. Kelsey and Adam, Capalaba
Julie Pettit was able to analyse our financials and loans at our very first meeting. Since then we have restructured our finances which have enabled us to protect our assets, save money on our loans and reduce our tax on a yearly basis. Thankyou. Kylie and Karen, Toowoomba
Tax & Accounting services are provided by qualified accountants at Monument Financial and also able to advise on the best tax structures for your business including partnerships, companies and trusts
Buying your first home will most probably be the first major financial decision you have had to make, and it is exciting as well as daunting. This is why it is very important that you gain as much knowledge as possible on all areas, especially with regard to your first home loan.
Business Finance settlement to either set up a new business, access a better rate or even provide some much needed working capital. Our lending managers can put you in touch with a lender to suit your needs.
Investment is a great way to build wealth and secure your financial future. Good property investors seek professional investment property advice from experienced mortgage brokers such as Monument Financial, to ensure they have the right loan structure for their needs.
Monument Finance Team have a wide variety of lenders who will lend for business or for personal use assets. Interest rates will vary depending on the assets and whether they are secured or unsecured. As rates change daily it is best to contact a lending manager to give you a quote appropriate to your needs. All rates are extremely competitive with the big banks and the process is simple.
Insurnace is very important to have your assets protected. Your biggest asset is yourself so its important to protect your family if something should happen to you. We have low cost Life, TPD and Sickness and Accident policies which will give you your peace of mind.
Monument Financial have a qualified Real estate agent who can direct you to properties sources according to your area, budget and other personal requirements. If you are looking at constructing a new home in a certain area we can show you areas and plans that may be what you are looking for.
Super Fund will now be the biggest part of our retirement as we do not know how much longer there will be an aged pension. Many people are disillisioned with their current superfund. They feel that their superfund is not being managed properly as the returns are low and the fees are high.