Financial Wellness starts NOW
We are here to help you achieve financial wellness. At Assured, we have a fresh new approach to serving our customers and it goes FAR beyond home loans and finance broking.
FINANCIAL WELLNESS STARTS WITH ASSURED
Assured Home Loans have been helping Australians with home loans for more than 30 years. Now our education and financial wellness programs are helping Australians make the most of their money today, and plan for tomorrow.
What is Financial Wellness?
Financial wellness is about understanding your financial opportunities and risks so that you can achieve the lifestyle you desire both now and in the future.
At Assured, financial wellness is educating our clients on strategies that could financially benefit and protect their lifestyle.
Our goal is to empower our clients so they understand how to achieve financial well-being and can make decisions with confidence. Most people just don't have time to look at their full financial situation, that's why Assured is now your 'one-stop-shop' for all your financial needs.
How Can We Help?
Analyse Your Position
We'll analyse your current financial position and identify areas for improvement.
Save Money
We'll work with you to identify opportunities to save money and reduce expenses.
Protect Your Family
We'll help you protect yourself and your family from financial risks.
Build Wealth
We'll help you build wealth for the future through strategic financial planning.
THINGS TO CONSIDER
We are all different, with different goals and visions for the future. When thinking about what financial wellness looks like to you, here are some things to consider:
What did your finances look like 5 years ago? What do your finances look like today? What do you want your finances to look like in 5 years? What do you want your finances to look like in 10 years?
Do you consider yourself to be financially confident?
Thinking forward to retirement, do you want to rely on the government pension? Did you know that 80% of people will retire broke or need some sort of assistance from the government to survive.
Do you really know what your insurances cover you for? Do you understand your policies?
What would happen to your lifestyle if your income stopped today? Is your income insured?
Do you feel stressed about your finances?
Do you have clearly documented financial goals?
If the primary income earner in your family was incapable of working, would you be able to continue to pay your mortgage and bills?
If you were to die, what do you want to happen to your estate? Are you aware of what happens if you die without a valid and a legal will?
What financial plans do you have in place for now and the future?
Do you feel that financial stress impacts your wellbeing?
Financial advice is for everyone, have you sat down with a professional to set goals for your financial future?
Have you looked at ways to minimise your tax?
Is there a better way to structure your loans and save money each month?
Our Services
Home Loans
Property Investment
Wills
Car & Personal Loans
Commercial Finance
Financial Planning
Accounting & Taxation
Insurance
Testimonials
"You will honestly never get the same level of service anywhere else. I just feel that Assured's staff are fantastic, the company itself is so credible and ethical and I have had nothing but great dealings with you on the whole. Thank you!"
Mara
Magill, SA
"I had a mortgage broker for 6 years who didn't seem to be able to match my needs like the mortgage broker at Assured did so easily. Assured were also able to give me a lower rate than my bank. I also like the local Adelaide number".
Amy
Torrensville, SA
"Great local knowledge and exceptional service. The folks at Assured listened to what I wanted and then made it happen, as opposed to the banks that only try and sell you what they want to sell."
David
Carrickalinga, SA
"I would strongly recommend Assured as one of the better home loan providers and from experience would consider their service to be superior to all the major banks!"
Brian
Marden, SA
"Assureds phone service is fantastic. I was so sick of call centres and not understanding the person I was talking to. Our Assured consultant took the worry out of our difficult loan".
Lorraine
Williamstown SA
"Our lifestyle is better now. We are more relaxed knowing that our home loan is in great hands. We have a sense of well being and that's thanks to Assured."
Rob
Salisbury SA
OUR VALUES
CARE
We offer personal and straight forward solutions catered to our client's individual needs. We care about the outcome and create relationships to give them the best service.
CHOICE
We've created strong relationships with our aggregator, and as a result, have access to over 1400 loan products and specialist financial knowledge.
EDUCATION
We strongly believe that a vast majority are not aware of financial opportunities available to them. Being informed saves you money.
INTEGRITY
We've been helping Australians for over 30 years. Assured has built a reputation for accessible financial advice that puts the client first.
Ready to Start Your Financial Wellness Journey?
Get your FREE Financial Wellness Review today. Our team of experts is ready to help you achieve your financial goals and build a secure future.
Lending criteria, terms and conditions apply. Information is offered as an example only. This content is not be taken as legal, financial or real estate advice.