Walton Wealth Programme

    
What is the Walton Wealth Programme?
The Walton Wealth Programme offers you a personalised service whereby we customise finance to suit our client’s needs with both the present and future in mind. We work closely with our clients to put strategies in place now that will ensure that their long term wealth goals are maximised.  

How do we do this?  
Walton Wealth Package:
•  Home loan with competitive market rates (8-30 years)
• 100% offset account:
o unlimited free VISA transaction card
o  access to funds via ATM, EFTPOS, VISA merchants and internet banking
o no ongoing service fees                
o quarterly statements                
 
• Redraw facility (for P&I loans)

           

                
   Mortgage Health Check            
   • Personalised software programme to assist you to pay off your mortgage faster and achieve savings targets.   Includes regular contact by Client Services Officers to ensure successful setup and ongoing support.
 
   Protecting What You Have
   • Ensuring that you have all the necessary insurances in place to protect your financial independence (ie. life, income protection and trauma insurances) 

           

  
Mortgage Health Check
  • Paying too much interest?
  • Reduce mortgage term
  • Free up equity
Home Loans as they should be!
  • Competitive rates
  • Flexibility
  • Customised to suit you, not the bank!
Financial Independence
  • Income for life
  • Tax minimisation
  • Lending for self managed super funds
  • Insurance protection