For our emerging wealth and high-net-worth individual (HNWI) customers, a more personalised approach to mortgage lending is required including a dedicated manager to help manage your finance and lending structures. WE. take a holistic approach to your finances and work with a number of specific lenders. We build relationships - not transactions.
We often hear from our clients that their private banking relationship can be a revolving door of bankers that can be great for a period of time before they move onto other departments or banks.
At WE. we develop lasting relationships and have the most experienced private banking lender work with you so that you have continuity and are not telling your storey over and over.
You can leverage our professional Private banking relationships often you need more than just a lending solution - Our partners at WE Private are our trusted advisory team offering a range of Wealth management services including:
Toby Box - Director Finance Broker
Don't just leverage your asset leverage our relationships.
Leverage the private banking relationship that we establish for you with a range of complementing solutions. The team at WE. Mortgage are delighted to have a partner they know and trust - if your needs extend beyond lending solutions we have the access to a Private Wealth Specialists. they offer service like:
Insurance: WE. have in-house relationships with leading wealth advice provider. You have worked hard to build your asset base which deserves tailored attention to protect it for today and for the future. Our trusted relationships help you manage all elements required for your financial service as well as your personal circumstances like life insurance, total and permanent disability (TPD) insurance, income protection, trauma insurance, business expense insurance and key-man risk.
Wealth management: WE. have in house wealth advice team that can work with you to develop a full array of wealth advice solutions. These include strategies with your Self - Managed Super Fund, direct investments, retirement and transition to retirement strategies. While we attend to your debt structure our planning partners nurture your asset position to help ensure you are financially well organised to help you achieve and maintain your desired lifestyle.
Tax services: Buying, selling and developing property inevitably creates tax events requiring efficient structuring. We have extensive experience in working closely with your Accountant in facilitating your plans with the right debt arrangements. If required our long standing presence in the market allows us to introduce you to established expertise where required with licensed professionals.
Managing the Family Legacy: Estate matters become more complex as your assets and family grow. We encourage our clients to seek advice from our trusted partners to ensure that your estate is distributed as per your intended aspirations. They will work with you to identify and develop an appropriate strategy which helps ensure your assets are managed as per your wishes.