The company was established on the First of July 1999 at Noosa Heads by Barry & Catherine Maller.
Barry Maller who was employed in the Banking Industry for some 23 years saw the opportunity to establish a link between financial institutions and other professionals such as accountants and solicitors. This link is seen as value adding to the services of these professionals and thus saving mutual clients time and money.
Over the past 18 years the business has continued to grow and has now assisted well over 350 people into management rights, property development, property investments and general business enterprises.
A large portion of new clients have come from overseas where they are seeking a business to suit their immigration needs. Countries include New Zealand, England, and South Africa.
To provide a level of professional service and advice that will prove to be financially beneficial to our clients.
To provide an atmosphere of total trust and confidentiality for our clients.
To always provide value for money services to assist clients with their wealth creation.
To keep and expand a committed close relationship with our referral network to meet the professional requirements of our clients.
The current referral network includes:
- Management Rights Brokers
- Real Estate Agents
- Quantity Surveyors
- Major Trading Branks
- Regional Banks
- Other Financial Service Providers
- Project Marketers
- Business Brokers
- Construction Firms
"We felt that Barry was professional and genuinely interested in our requirements and were committed to giving us the best possible service and advice to fit with our personal situation and therefore obtain the best return on investment."
Ron & Jenny Tavinor - Koko Riverside Apartments