Finance

Home Loans & Mortgages

Navigate the competitive property market with confidence through our expert mortgage broking services. We simplify the home buying process by securing competitive home loan rates from Australia’s leading lenders. Whether you’re a first home buyer or upgrading to your dream property, our mortgage specialists provide timely pre-approval, compare loan products, and negotiate on your behalf. Take the stress out of home financing and secure the right mortgage solution tailored to your financial goals and lifestyle.

Investment Property Loans

Build your property portfolio with strategic investment property finance solutions. Our mortgage specialists structure tax-effective loans that leverage your existing equity to acquire investment properties—often with little or no deposit required. We help you understand negative gearing benefits, maximize tax deductions, and create wealth through property investment. Access exclusive broker-only lending products and expert guidance to grow your investment portfolio while optimizing cash flow and returns.

Mortgage Health Checks & Refinancing

Save thousands with regular mortgage reviews that keep you on the best loan in the market. Our complimentary mortgage health checks assess your current home loan against competitive rates, features, and your changing lifestyle needs. We proactively monitor the lending market to identify refinancing opportunities that reduce interest costs, consolidate debt, or access equity. Stay ahead with ongoing mortgage management that ensures your loan continues to support your financial goals.

SMSF Property Loans

Unlock your superannuation’s potential with specialist SMSF property lending solutions. Buying residential or commercial property through your Self-Managed Super Fund requires complex lending structures and specialist expertise. We have access to exclusive broker-only SMSF lenders and provide comprehensive guidance on limited recourse borrowing arrangements (LRBA). Secure competitive SMSF loan rates while building wealth within your superannuation with confidence and compliance.

Non-Conforming & Specialist Loans

Get approved when traditional banks say no. Our non-conforming loan specialists find flexible lending solutions for self-employed borrowers, those with credit impairments, or unique property situations. From recently self-employed individuals to properties requiring completion, we access alternative lenders with products designed for non-standard circumstances. Don’t let past credit issues or unconventional income stop you—we’ll find the right lending solution for your situation.

Property Development Finance

Fund your next development project with specialist construction and development finance. Whether you’re building duplexes, townhouses, apartments, or land banking, we secure competitive development finance with flexible terms. Access interest-only options during construction to maximize cash flow, with principal-and-interest or interest-capitalisation structures available. Our development finance specialists understand feasibility, presales requirements, and progress payment structures to get your project funded and completed successfully.

Business Loans & Working Capital

Fuel your business growth with tailored business finance solutions. From term loans and business overdrafts to debtor finance and trade finance, we secure the working capital your business needs to expand, purchase inventory, or manage cash flow. Our business lending specialists understand small business challenges and access competitive rates from major banks and specialist commercial lenders. Unlock your business potential with fast, flexible finance solutions.

Asset Finance - Vehicles & Equipment

Preserve cash flow while acquiring essential business assets through smart asset finance solutions. We arrange competitive finance for vehicles, equipment, machinery, and fitouts across all industries. Choose from chattel mortgages, hire purchase, finance leases, or operating leases—each with unique tax benefits. Our asset finance specialists structure solutions that optimize tax deductions, protect working capital, and support business growth through strategic equipment acquisition.

Our Clients

Client Profile: We proudly serve small businesses across Australia, with a focus on those with revenue up to $50 million and 1-100 staff

Testimonials: Our clients appreciate our friendly and trustworthy communication style, which fosters long-lasting relationships.

"Daniel and the team at Boss Wealth Group have been absolutely invaluable to my business. They handle all our bookkeeping and tax compliance, which has freed up so much of my time to focus on growing the cafe. What I love most is how proactive they are - they’re always thinking ahead about tax planning strategies to keep more money in the business. Their advice is straightforward, friendly, and I actually understand what they’re telling me. Highly recommend!"
Sarah Mitchell Cafe Owner, Parramatta
“I’ve worked with several accountants over the years, but Boss Wealth Group stands out for their comprehensive approach. They secured our property development finance when other brokers couldn’t, structured our business to protect our assets, and their R&D tax incentive claim recovered over $180,000 we didn’t even know we were entitled to. Having accounting, finance, and grants expertise all under one roof has been a game-changer for our development projects.”
Michael Chen Property Developer, Sydney
“As first home buyers, we were completely overwhelmed by the whole process. Daniel made everything so easy to understand and secured us a fantastic home loan rate. He explained all our options clearly, got us pre-approved quickly, and even helped us understand the tax implications for when we eventually turn this into an investment property. We felt supported every step of the way and can’t thank him enough!”
Emma and James Rodriguez First Home Buyers, Blacktown
“Boss Wealth Group has transformed how we manage our business finances. They implemented Xero for us, which gives me real-time visibility of our cash flow. They also arranged asset finance for our new machinery that preserved our working capital, and their business advisory sessions have helped us increase profitability by 30% in just 18 months. Daniel genuinely cares about our success and it shows.”
David Thompson Manufacturing Business Owner, Penrith
“I had no idea we were eligible for the Export Market Development Grant until Boss Wealth Group identified it during our annual review. They managed the entire EMDG application and we received $85,000 in funding that directly supported our expansion into Asian markets. Their attention to detail and knowledge of government grants is exceptional. They’ve literally paid for themselves many times over!”
Lisa Nguyen Exporter, Sydney
“We wanted to invest in property through our SMSF but didn’t know where to start. Boss Wealth Group handled everything - from setting up the compliant borrowing structure to securing the SMSF loan and finding a high-quality newly built investment property. They explained the tax benefits clearly and ensured everything was ATO compliant. Now we’re building our retirement wealth with complete peace of mind.”
Robert and Margaret Foster Retirees, Castle Hill
“The R&D tax incentive has been crucial for our startup’s cash flow. Boss Wealth Group identified eligible R&D activities we’d been doing but hadn’t documented properly. They managed the entire claim process and we received a $120,000 refund that we reinvested into product development. Their understanding of both technology and tax law is impressive. Can’t recommend them highly enough for innovative businesses.”
Tony Patel Tech Startup Founder, Sydney
“I was skeptical about cash flow positive properties actually existing, but Boss Wealth Group proved me wrong. They found me a newly built property that’s been positively geared from day one, structured the finance perfectly, and their ongoing tax advice maximizes my deductions. I’ve since purchased two more properties with their guidance. They’re not just accountants - they’re wealth-building partners.”
Amanda Wright Property Investor, Wollongong
“Boss Wealth Group introduced me to NDIS property investment and it’s been life-changing. The rental returns are exceptional, and knowing I’m providing quality housing for people with disabilities makes it even more rewarding. They handled the finance, connected me with reputable developers, and manage all the tax structuring. Their expertise in this specialized area is outstanding.”
Steven Kowalski Disability Services Provider, Campbelltown
“When I started my e-commerce business, I was drowning in paperwork and had no idea about proper business structure. Boss Wealth Group set me up as a company, implemented cloud accounting, and their bookkeeping service keeps everything organized. They also arranged a business loan that funded our inventory expansion. Having them handle the financial side means I can focus on what I do best - growing sales.”
Jennifer Lee Online Retail Business, Ryde
“I’d been knocked back by three banks for a home loan because I’m self-employed. Boss Wealth Group found me a non-conforming lender, prepared all my financials properly, and got me approved within two weeks. They also sorted out my messy tax situation and set up proper bookkeeping systems. Finally bought my first home thanks to their persistence and expertise!”
Mark Sullivan Self-Employed Tradesman, Liverpool
“After 25 years running our business, we needed a solid succession plan to transition to our daughter. Boss Wealth Group developed a comprehensive strategy that minimizes tax, protects our assets, and ensures the business continues successfully. Their forward-thinking approach and attention to detail gave us confidence that our legacy is secure. They’ve been instrumental in planning our future.”
Patricia and John Morrison Business Owners, Blue Mountains
“I wanted to invest in high-growth areas but didn’t know where to look. Boss Wealth Group analyzed infrastructure projects, population growth, and rezoning activity to identify the best opportunities. They secured investment property finance with a great rate, and the property has already appreciated 12% in 18 months. Their research-driven approach to property investment is exactly what I needed.”
Andrew KimProperty Investor, North Sydney
“The mortgage health check Boss Wealth Group provided saved me $380 per month! They refinanced my home loan to a much better rate and also reviewed my business loans. They’re proactive, always looking for ways to save me money or improve my financial position. It’s like having a trusted financial partner who genuinely has your best interests at heart.”
Rachel Thompson Small Business Owner, Bankstown
“Boss Wealth Group handles our business valuations, tax planning, and equipment finance. When we acquired a competitor last year, they managed the entire process - from valuation to structuring the deal tax-effectively. Their business advisory services have been crucial to our growth strategy. They understand construction businesses and provide advice that’s actually practical and actionable.”
Daniel Foster Construction Company Director, Western Sydney

ready to take your business to the next level?

Contact us today for a consultation and discover how we can help you achieve your financial goals.

Get in touch today!

Reach out to us via email at daniel@bosswealthgroup.com.au.

 or call us at 0412 506 147

We’re here to support your business wherever you are.

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