Contact Box

Corporate Authorised Representative No.344586 

FCA Financial Pty Ltd is an Authorised Representative of Count

Financial Limited ABN 19 001 974 625 AFSL

of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd

ACN 633 956 073 which holds the assets under a discretionary

trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial. 

49 Beaconsfield-Emerald Rd, Beaconsfield Upper, VIC

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At FCA Financial we work with you to protect you and your family, today and in the future, by getting to know you and what you need.

FCA Financial | Personal Insurance

Mortgage broking

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A mortgage isn’t just about the interest rate you pay. The structure, the options, the flexibility, and the fees and charges are crucial to understand. We tailor your solution using our panel of lenders.

Looking to purchase your first or another home, then let us do the running around for you. How much can you borrow? What interest rate will I be charged? Do I need a conveyancer? What are the fees and charges? How much are my monthly repayments? Who is the best lender for my circumstances?

Residential 

Found a Commercial property that you like? Lending can become complex in this space, extra security may be required, lending is provided on lower valuation ratios and fees and charges can vary widely. Let us do the research for you.

Commercial 

Ready to invest in property then we can help with your finance. Our broad panel of lenders includes the major banks and the niche lenders. We can accommodate for the self-employed, employed and even Company’s & Trust’s

Investment Property

Are you moving from a fixed rate, perhaps moving house or simply unsure if you are getting a good deal. We will check your existing loan with a variety of preferred lenders – it could save you thousands of dollars and may even reduce the term of your loan.

Refinance

Our business can facilitate new lending or refinance of an existing SMSF borrowings. Terms are generous, rates are very competitive and legal and accounting costs are minimal and potentially even avoided. 

SMSF



Mortgage broking services do not fall under the Count Financial Limited AFSL

SERVICE BENEFITS

Mortgage Broking  

During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.

The personal financial advice process will start with us getting to know each other

Initial meeting

Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.

Ensuring we understand the whole picture

Fact Find

After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.

Presenting you with your tailored plan

Plan presentation

The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.

Implementation - where it all comes together

Implementation

It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.

Mortgage Broking

Clinton & Jen & the FCA Team

Clinton & Jen & the FCA Team