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CapitalCONCEPTS

MORTGAGE & INSURANCE SPECIALISTS

Learn The

SEVEN GOLDEN RULES

Of Property Investing

Investing in property can be a powerful way to build assets and wealth. There are a few key considerations to take into account when planning your investment for optimal outcomes. Clck the link below, add in your email and we will send a copy straight to your inbox........

REQUEST THE 7 GOLDEN RULES NOW

Our Expert Strategist Can Help You Achieve Your Wealth & Personal Finance Goals Sooner

To further help you arrange and structure new and existing loans for long term stability, flexibility and investment success, Capital Concepts has developed a 30-minute Finance Strategy Session which we conduct with you over the phone or face to face.

What We Accomplish in this Fast-Paced, Zero-Nonsense Session:

You’ll run through a discovery process with a skilled and experienced Finance Strategist to assess your current situation and get greater clarity over where you’d like to be in the medium-to-long term. Based on this information, we’ll give you an idea of what we believe is feasible for your portfolio over the next five years. We’ll also provide some immediately actionable tips to help you maximise your current position.

Ready To Speak To A Capital Concepts Finance Strategist? Request Your Finance Strategy Session Today

Yes! I Want A Finance Strategy Session

What Our Clients Are Saying...

Meet Our Finance Strategist

Frank ONeill
Finance Strategist

With over 30 years experience in the financial services industry, Frank has a wealth of knowledge in this field. Starting in insurance and then moving into property and finance, Frank has spent an extensive amount of time specialising in helping property investors by holding property investment seminars and educating enthusiastic investors.

Frank is an expert in finding the best finance for property investors, and has been known to go out into the market to help clients find the ideal

property too! As a result of this he has developed a specialist knowledge in the Wellington property market and many happy customers have returned for his remarkable service.

Frank has successfully helped all purchaser types, whether you’re a first home buyer, or in need of specialist loan (refinancing, business & development funding or a construction loans), Frank can deliver reliable advice and assistance.

Request a Finance Strategy Session