Financial Planning Services

Capital Growth Financial Planning Services is a fully owned in house financial planning service. We are able to assist our clients in providing comprehensive financial advice including; superannuation, establishment of DIY funds, investments and full business and personal risk insurance. The advantage our clients have is that our accounting and financial planning team work as one to obtain the best tax planning and investment strategy for the individual circumstance.

• Savings & Wealth Creation Strategies
• Diversified Investment Planning
• Superannuation & Pre-Retirement Planning
• Salary Packaging
• Direct Shares & Employee Share Schemes
• Retirement Planning
• Superannuation & Family Law Planning with Tax Accountants & Lawyers
• Full Insurance Needs Analysis – Personal Risk, Business & outsource General Insurance via broker affiliation
• Mortgage Broker alliances (in-house) – review of debt & asset structures, including lease, HP, residential, commercial & investments in conjunction with Tax Accountant
• Tax Planning including assets & debts (Business & Personal), SMSF & Investments in conjunction with Tax Accountants
• Estate Planning in conjunction with Lawyers
• Cashflow & Budget Planning
• SMSF – setup, compliance & ongoing administration in conjunction with Tax Accountant
• Tax Advice – expatriate superannuation/investments in conjunction with Tax Accountant (resident & non-resident status)
• Transferring Pensions from overseas to Australia

Finance Brokering

John Gorton, representing MortgageFair, can assist you in finding and organising the best possible home mortgage or investment loan. He ensures it is placed with a lender and product that exactly suits your needs, not theirs.

John will shop the industry on your behalf to find the best rate and terms for your personal situation.  Being a great source of information, and not affiliated with any one particular lender, John can give you completely unbiased options to choose from.

Your time is valuable. John has established relationships with a variety of lenders. By using him you can rest assured that you have access to the best deal possible.  John prides himself in providing you with the finest brokerage services available.  

John provides solutions to make planning your financial life as easy as possible - for you! You’ll enjoy clear, concise explanations of products, services and options.

John has over 18 years of successful financial experience – so you can be confident that you and your finances are in excellent hands.

John has a rich history in Australia’s banking industry with extensive experience in lending and credit management with the top 5 major banks.  Today’s financial segment is seeing significant turbulence where your current situation can change overnight.  Feel free to contact John for a no obligation review of your financial position.  

John has been helping successful individuals and professional service firms meet such challenges with comprehensive services backed by uniquely personal attention. He has built his business based upon sound principles, a longstanding tradition of integrity, and most importantly a steadfast commitment to relationships with customers.  Offering tax effective borrowing solutions for his clients is all in a days work.

Competing in today's complex business environment demands vision, flexibility, and a financial ally that will be with you for the long term. Partnering your business with MortgageFair means you have access to a full range of essential resources. With more than 35 carefully chosen lenders available to you, John’s goal is to match the right products and services to help you achieve your financial dreams.  Give John a call today to find out how he can help with your individual situation.

JOHN GORTON

Mobile:  0411 988 264
email:    john@mortgagefair.com.au

web:      www.mortgagefair.com.au