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Audrey Tan
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Work Experience
Director
2014 - Present · 10 years and 11 months
Mortgage Zone
Client Services
2013 - 2014 · 1 years
Director
2006 - 2013 · 7 years
Company Details
2-10 Employees
Welcome to Wealth Alliance! At Wealth Alliance, we believe that each individual has the right to quality financial advice. We understand that everyone’s circumstances are different and the ‘one size fits all’ approach offered by so many is of little value. Instead, financial solutions should be tailored to meet individual needs. Wealth creation is a complex ongoing process that requires ongoing management and constant monitoring. It involves coordination of multidisciplinary team of expert such as accountant, financial advisor, legal specialist, and other professional. At Wealth Alliance, we are equipped with expertise and network of affiliates to help and guide you in this complex and daunting process. Wealth creation through property has always been one of the most popular ways of investment in Australia. Traditionally investment in property involves substantial amount of borrowing. We understand that the decision to borrow money should not be taken lightly. It is one of life’s major decisions. With this in mind and through our expertise we are committed to provide a holistic approach in finding the best solution to satisfy your mortgage needs. However, our process doesn't end here; we will review your loan periodically to ensure that it remains competitive and continue to suit your needs. At Wealth Alliance, you will be assured of a comfortable customer experience. We will guide you through the step-by-step process and ensure that you have the support you need to meet your objectives. Wealth Alliance! This is where you will find your alliance to address your wealth management and borrowing needs. We have a friendly and dedicated professional team with a combined financial services experience of over 20 years. We invite you to have a professional and confidential discussion with our team.
Year Founded
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Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Melbourne, AU
Keywords
Home LoansInvestment LoansMortgage ServicesCar LoansBorrowing CapacityLoan expertRefinanceCompetitive interest ratesand Pre-approval
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