we don't just finance, we create impact
Advice that makes a difference.
We make the complex simple.
How we can help
At Impact Finance Pty Ltd, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Discovery Call
Gather Data
Financial Plan
Implementation
Support
We make the complex simple.
Your local finance partners
We can help you:
- find the right home loan for your first property purchase
- refinance your existing debt
- consolidate your overall debt including personal loan or credit card debt reducing your interest charges
- access the equity in your home for investment purposes increasing your market exposure and potential earnings
- help finance your next development project
Our Customer Service promise:
- Anticipate and identify needs
- To listen to our clients
- Not to make promises we can’t keep
- To answer the phone with a smile
- Deal with complaints
Take the blame - Help you to understand our processes
- To always be helpful
Offer something extra - Ask for feedback
DEAN MILNER
FINANCE CONSULTANT
Dean is Brisbane born & bred, again, respected by his colleagues & clients. He also has had a lengthy career in finance. 21 years with NAB of which the last 8 he was a Brisbane based ‘Business Banking Manager’ specialising in commercial & business finance.
With his expertise in this area he will provide you with all your business & personal finance needs, taking your case to one of many business lenders with whom he is accredited.
Dean prides himself on maintaining a close relationship with all his clients & providing them with his continued support & ongoing business solutions.