Circle Finance Group
Tailored advice for the right loan
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.
Contact information
Q and A
– 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.
– 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.
-
Client data collection and management.
-
We aid advisers in streamlined client communication, saving advice time
-
Offers an alternative for reducing/cancelling life insurance.