David Martin Martin Wealth Management

Martin Marsh Mortgage Solutions, based in Caringbah, New South Wales, has been providing personalized mortgage advice since 2009. Their small team of highly qualified mortgage brokers works closely with clients to help achieve financial goals by offering access to a wide range of mortgage options from over 25 lenders and more than 500 loan products. The firm employs a comprehensive seven-step process to assist clients with their mortgage needs, ensuring they receive tailored support throughout the application journey. With a diverse lender panel that includes major banks and mortgage originators, Martin Marsh Mortgage Solutions aims to maintain a competitive edge in the evolving mortgage market. Generated from the website

Keystone Wealth, located in Caringbah, New South Wales, offers tailored financial advice and strategic planning to help clients achieve their lifestyle and financial goals. Their comprehensive services include superannuation advice, retirement planning, personal insurance, business strategy, and estate planning, all designed to adapt as clients' lives progress. Utilizing a proven financial planning process, Keystone Wealth gathers detailed information to create personalized strategies that provide consistent cash flow and manage potential risks. Their ongoing support ensures clients are well-informed and empowered to navigate significant life changes and market factors impacting their financial plans. Generated from the website