Coleman & Associates is a One Stop Financial Advisory practice for individuals and small business. We seek to provide clients a complete financial solution for their taxation, and financial affairs. Our 5 step plan ensures that you are on the right path to financial success. 1. Tax & Business Management, 2. Debt Management, 3. Investment Advice & Management, 4. Superannuation & Retirement Planning and 5. Risk Management. We also specialise in home loans, self managed funds, Business Advisory and Support and Business/Commerical Loans.

Taxation

Business Advisory Superannuation Loans Risk Management Corporate Services Mission Statement

Individual Business

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The number of lenders and loan products available today it is enormous which makes the decision of selecting the right loan very confusing. We are accredited with 26 lenders and are able to make the decision of selecting the right loan for you easy and less stressful.

We are able to arrange finance for:
• Home loan
• Investment property loans
• Business loans
• Equipment finance
• Motor vehicle finance

Why we are different to other brokers
We are able to advise on how the loan should be structured as this may affect the tax deductibility of interest.

• In what name should the loan be taken out?
• Should the loan be interest only or principle and interest?
• Is a line of credit appropriate?