Take the next step to financial freedom...

 

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WELCOME

We provide a wide range of services for the young and for the old – for those who are striving to get started on the road to financial independence as well as those who want their hard-earned assets to be protected and to grow as they work towards retirement.

SUBURB PROFILES

We have gathered an extensive amount of information for specific suburbs. Here you will find Suburb Profiles, latest relevant news articles, estate brochures and masterplans from just some of referral partners.

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RESOURCES

Please be sure to use the resources we have made available for you. The Blog has a collection of interesting articles, there are land tax and loan payment calculators, special reports, and eBooks for downloading.

About us

 

Capital Wealth Managers is an Australian owned and operated company that was established in 2007. Since then we have been providing access to a wide range of services relating to financial investment.

It is the role of Capital Wealth Managers to turn your dreams and aspirations into reality through the use of this large range of products and services that we can provide.

We can refer you to a trusted team of Finance Consultants. These consultants  combine their years of experience to provide workable solutions, delivering achievable and realistic results.

At Capital Wealth Managers we don’t promise miracles, but we do offer professional solutions coupled with caring service. Above all, we offer value. We are proud of what we do and of our place in the community. There are no shortcuts to excellence, so we couple the latest technology and techniques with personal commitment to bring you superior solutions that you can afford.

Our office is located in Bundall - Queensland, and we offer periodically Investment Strategy Seminars across Australia.

 

Company Profile

Capital Wealth Managers Pty Ltd is held accountable for many codes of practices.

Being registered and maintaining several licences, is our commitment to:

  • The Australian Government
  • Our staff
  • Third Parties and Affiliates
  • Current Client Base
  • “YOU” the prospective client

Reach our licences at: www.asic.gov.au

  • Australia Business Number (ABN): 73 133 362 900
  • Australian Company Number (ACN): 133 362 900
  • Australian Credit License (ACL): 455171

Capital Wealth Managers has access to a large range of financial institutions, ensuring our clients always have the best possible options when choosing a home loan.

All Capital Wealth Managers Home Loan representatives undertake stringent compliance and industry training to ensure the highest levels of ethics and integrity.

Why Invest?

  • Investing helps you to create more money – your money earns money.
  • It is a choice you make to use your money to earn a return, so you have your money working for you.
  • Time is money. The earlier you decide to invest, the earlier you will achieve your financial independence.

Why Property? 

Effective investment planning is no accident. When investing in property you need to adopt an investment strategy that fits in line with your current situation. Keep in mind, the way you choose an investment property is different to choosing your own home.

Investing In Property

If you are thinking about investing in property for the first time, it is important to seek professional advice. What makes Capital Wealth Managers special is the professional approach that is taken in understanding your goals and using our experience and expertise to assist you in achieving them.

Investing In Property has several benefits, including:

  • Generate Capital Growth - increase in the value of your property over time.
  • Generate Rental Income and Yield - annual rental income less any costs divided by the purchase price of the property.
  • Gain Potential Tax Advantages Associated with Negative Gearing - with negative gearing you can deduct the costs of owning your investment property from your overall income, reducing your tax bill.

Testimonials

I've used Capital Wealth Managers twice now and I would recommend contacting them for a mortgage solution.
RICHARD B, Gold Coast
Capital Wealth Managers have been fantastic. There has been excellent communication and they are very professional. The documentation, instructions and support have been A1. I've been impressed and have recommended you to my work colleagues. Thanks.
PAUL B, Victoria
We have gained so much by utilising the information learned from Capital Wealth Managers.
We attended a seminar and it opened our eyes to a financial future that we didn’t think was possible at this stage. The Expo was fantastic and the people were really helpful. Thanks to their extensive  knowledge and experience we have been able to implement a financial strategy and have just purchased our first investment property.
J & L GREEN

 

I found the whole idea of a Self Managed Super Fund (SMSF) a bit daunting and rather complex. The team assisted me and helped me find the information I needed to get my SMSF set up. It is a lengthy process but has been worth it. I am feeling confident about my financial future knowing that I have my SMSF and all that I can now do.
SHARON R

 

All I can say is that everyone was great from start to finish – well not really “finished”. We have our financial strategy organised now and it’s ongoing. Thanks.
ANONYMOUS

 

You should take the time to do this. Capital Wealth Managers have made a lot of arrangements for me and I have just been really surprised at the time and effort they have put into my financial security. I wanted to buy and investment property in Brisbane and did a lot of research but didn’t know how to get my plan into action. Thank you Capital Wealth Managers for organising my flights and helping me find the right area to invest in. I didn’t think it would happen and now it’s happened. It’s a good feeling. Thank you.
JOHN O'CONNELL

Accredited Funders

Capital Wealth Managers Pty Ltd is accredited with the following funders: