Educated Finance was established in 2002 by three finance professionals passionate about providing sound and practical financial solutions for our clients’. The business has expanded and evolved over the years due to the continued support of our loyal clients’, the continued support of our valued business partners’, and the Directors’ passion for providing a more comprehensive and holistic approach to our clients’ financial needs.
Finance and money plays an important part in our lives. Sound financial planning and good money management can have a positive impact on your well-being and improve the quality of life for you and those close to you.
Educated Finance provides a range of services and solutions to help you achieve your financial and lifestyle goals:
Our Mortgage Broking Service helps you with borrowing money...
Our Financial Planning Service helps you with managing wealth...
Our Real Estate Buyers Agency helps you with purchasing property...
Our Debt Negotiation Service helps you with managing your debts...
Educated Finance can provide you with a complete and comprehensive solution. You may need just one of our services - or all of them. It depends on your circumstances at the time. For example, our First Home Buyer Package helps you obtain a suitable home loan pre-approval in writing, plus provides a basic financial plan including a review of your superannuation funds and insurance coverages, plus a property location & evaluation & price negotiation service that can assist by making the job of buying your first home a much easier process...
It makes good sense to have an up-to-date financial plan - whatever stage of life you are at - and the younger you are the better. It is certainly not a requirement to have a comprehensive financial plan in place, it just makes very good sense. Many people will happily get into debt for several hundred thousand dollars to buy a home, but they may not even stop to consider the consequences of losing their income and not having disability and income protection insurance to cover them and their family and their assets.
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