Welcome
Welcome to Wealth Assure , where we're on a mission to make your financial dreams a reality. As your mortgage broker and financial planner, we're here to simplify the process and tailor solutions just for you. Whether it's your first home or a strategic financial plan, we've got your back. Let's build a secure and prosperous future together.
Securing your dream home is our expertise. As your dedicated mortgage partner, we simplify the home loan process, offering personalized solutions that fit your needs. Whether you're a first-time buyer or refinancing, we guide you every step of the way, ensuring a smooth and stress-free experience. Trust us to turn your homeownership aspirations into reality—because your dream home deserves the perfect mortgage.
Life Insurance Advice
We go beyond mortgages to safeguard your future. Our personalized life insurance advice is tailored just for you. As your trusted financial planners, we navigate the complexities to find the right coverage that suits your unique needs and priorities. Let us guide you in securing not just a policy but peace of mind for you and your loved ones. Your financial well-being is our priority, and we're here to ensure your tomorrow is as secure as your today.
Financial Planning
Financial planning is not just a service—it's a roadmap to your goals. Our dedicated team is here to craft a personalized financial plan that aligns with your dreams and aspirations. Whether you're saving for a home, education, or retirement, we're your partners in making your financial goals a reality. Let us simplify the process, offering guidance and expertise to secure your financial future. At Wealth Assure, your success is our mission, and we're committed to navigating the path to financial well-being together.
Stevin Carvalho
Adv Dip FS, Dip Mortgage Broking
Meet Stevin, a seasoned financial planning expert who embarked on his career journey in 2009 with a passion for helping individuals plan for a secure future. With years of invaluable experience, Stevin specializes in providing comprehensive financial guidance encompassing both Life Insurance advice and Mortgage Broking.
Stevin's commitment is to offer well-rounded advice, ensuring that clients receive a holistic approach to planning their financial future. Whether it's crafting a personalized life insurance strategy or navigating the intricacies of mortgage broking, Stevin is dedicated to simplifying the process and empowering clients to make informed decisions. Join Stevin on a journey towards financial well-being, where expertise meets a genuine commitment to your financial success.
Frequently asked questions.
Why should I consider life insurance, and how can it benefit me and my family?
Life insurance provides financial protection for your loved ones in the event of your passing. It can help cover living expenses, mortgage payments, and other financial obligations, ensuring your family's financial security during difficult times.
How much life insurance coverage do I need?
The appropriate amount of life insurance depends on various factors, including your income, debts, lifestyle, and future financial goals. We will conduct a thorough analysis to determine the right coverage amount tailored to your specific needs.
Can I review my existing life insurance policy with your team?
Absolutely. We can review your current life insurance policy to ensure it aligns with your current financial situation and goals. If necessary, we can provide recommendations for adjustments or alternative options.
What types of mortgages do you offer, and how do I choose the right one for me?
We offer a range of mortgage options, including fixed-rate, variable-rate, and interest-only mortgages. Our team will assess your financial situation, future plans, and risk tolerance to help you choose the mortgage that best fits your needs and preferences
How does the mortgage application process work, and what documents do I need to provide?
The mortgage application process involves several steps, including pre-approval, property evaluation, and final approval. Our team will guide you through each step and provide a checklist of required documents, such as proof of income, employment details, and credit history
What sets your financial planning and mortgage broking services apart from others in Melbourne?
Our team combines expertise in both financial planning and mortgage broking, offering a comprehensive approach to your financial well-being. We prioritize personalized service, transparent communication, and a commitment to finding the best solutions for your unique situation
What fees are associated with your services
We offer an initial complimentary consultation where we take the time to understand your financial situation and goals. Following this, if you choose to proceed with our services, we provide a customized fee statement based on the specific work required. Our commitment is to ensure transparency in our fee structure, and we will discuss and agree upon any charges before proceeding with further services. This way, you have a clear understanding of the costs associated with our assistance, allowing you to make informed decisions about your financial future.
How can I get in touch with your team to discuss my financial needs?
You can contact me on 0414683911, We welcome inquiries and are happy to schedule a consultation to discuss your financial goals and how we can assist you in achieving them
have a question? call steve on 0414683911
Wealth Assure
Financial Planning & Mortgage Broker
108/21 Elgar Road, Derrimut VIC, Australia
0414683911
Monday - Friday: 10am - 5pm
Saturday: By appointment
Sunday: Closed