Circle Finance Group

Tailored advice for the right loan

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At Circle Finance Group, we provide advice on loans that suit your clients individual needs, achieve their goals and save them money.

We’ve saved some of our clients thousands of dollars and shaved years off their mortgage just by casting our expert eyes over their situation and making cleverly calculated moves.

This means they have more money to spend on what really matters, such as life insurance, to protect their most important asset.

By working together, we can help your clients not only get ahead financially but keep them protected along life's journey.

What sets your products or services apart from competitors in terms of value and unique features (and any specifics in relation to the provision of Risk Advice)

– Life’s expensive. By working together to reduce your client’s largest expense, typically the cost of housing, we can free up much-needed income for what really matters.

Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?

– Having worked in the insurance and financial planning space for 25 years, as well as being a qualified adviser, Michael understands your world and the importance of financial advice and risk protection. Every one of our clients is encouraged to meet with a risk specialist prior to settlement to ensure that they are protecting their greatest assets.

Are there any specific individuals or teams within your company that Risk practices should reach out to for more information or support?

– Reach out to Michael Lawes, I’m always up for a coffee or a chat!