Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF – Mortgage Broker in Underwood, QLD

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Active · 4.9 (58 reviews)

0411 888 613 www.capitalwealthfinance.com.au

About Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF

Capital Wealth Finance, based in Sydney, NSW, is a women-owned mortgage broker and financial advisory firm serving clients in nearby suburbs including Parramatta, Blacktown, and Penrith. With over 26 years of lending experience, Jenny and her team specialize in tailored mortgage solutions for busy professionals, business owners, and property investors. Services include refinancing, investment property loans, construction loans, low deposit loans, and assistance for self-employed borrowers. They provide expert guidance on rate comparisons, lender options, equity unlocking, and settlement support. Known for clear communication and proactive management, Capital Wealth Finance helps clients secure fast approvals, reduce interest costs, and achieve long-term financial goals with confidence. Whether you’re a first home buyer or expanding your property portfolio, their dedicated team delivers efficient, hassle-free service to make your mortgage journey smooth and successful.

Specialties

Home loans · Refinancing · Investment loans · Construction loans · Complex income home loans · Retirement and later-life borrowing

Location

Serves Underwood and surrounds

Opening hours

Public review excerpts

My wife and I have worked with Jenny for over 12 years and highly recommend her services. As busy professionals with a young child, Jenny and her team have saved us an enormous amount of time by managing everything efficiently and proactively. She has helped us secure multiple i

Phu, January 2026

Jenny and her team made the refinance process seamless despite of my age. I have used her since 2010 and under her guidance, I achieved my financial goals for myself and family. Without her, I will not be able to enjoy this property growth and lifestyle. She is clear in her commu

David, August 2025

I have been working with Jenny for over 15 years, and she has long been more than just my financial advisor; she is my trusted Wealth Creation Partner. Every time I need help, Jenny and her team always give their absolute best. This recent refinance was also handled exceptionally

hanyu, July 2025

Ratings sourced from public reviews. All star ratings, including negative ratings, contribute to the breakdown.

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