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Specialties
We provide no comission advice allowing us to focus on your needs. As we are not owned by a bank we can access the best investments to suit your needs and not be limited by what that bank has to offer. Debt Recycling is a strategy that we have developed utilising investments that would ordinarily only be available to High Net Worth clients and through efficient systems can now provide acess to those for everyday Mum & Dad investors. This strategy involves tapping into the equity of your home to fund an investment and using the returns to help you to pay off your home loan sooner.
History
Established in 2007.
The business has seen rapid growth by providing everyday Australians with acess to investments previously only available to the rich. As a result we were nominated for and placed in the BRW Fast Starters and BRW Fast 100 lists, both lists of Australia’s fastest growing companies.
Meet the Manager
Marc E.
Manager
Having started his career within insurance Marc Quickly moved over to providing holistic financial planning advice where he saw that he could add more value to his clients. Now the Managing Director of Carnegie Morgan Hill — Sydney, he is responsible for the day to day running of the business.