Boutique Wealth is a privately owned financial planning and wealth management firm focusing on holistic advice in all facets of your finances.
After almost 5 years of experience working with some of Australia's largest financial planning firms, Jake Krause decided to utilise the skills and knowledge he had acquired to establish Krause Wealth. The focus behind establishing the firm is to be able to offer his clientele the best experience possible when assisting them to maximise their finances and reach their goals and objectives. Krause W
07/02/2023
The Reserve Bank of Australia (RBA) has just announced a 25 basis point increase! ↗️
This increase lifts the cash rate to 3.35 per cent – their highest level since September 2012! 🫣
Wondering what this increase means for you?
Book a consult with our lending team today to discuss 📞
27/09/2022
Is it time for you to consider refinancing your home loan? 🏠
The benefits of refinancing include:
🔸Reducing your interest rate and repayment
🔸Consolidate credit card and personal loan debt
🔸Gaining access to features such as an offset account or
redraw
🔸Releasing potential equity
Talk to the Wealth team today to get started!
08/09/2022
Do you have more than one super fund but can't be bothered to consolidate them?
Here are 3 reasons why it’s important to consider consolidating your super funds:
1. Save money by only paying one set of fees
2. Ensure you have suitable insurances
3. Keep track of your super balance in one place
Need help or advice on consolidating your super funds?
Get in touch with the Wealth team today!!
10/08/2022
Are you looking at buying your first home and want to know what you are entitled to…
🏠 Buying with only 5% deposit (FHLDS)
🏠 Stamp duty concessions
🏠 Building grants
Availability to these schemes are case by case so get in contact with our Wealth team to discuss further and get started!
29/07/2022
Thinking about buying a new home ? 🏡
Here are our 3 home loan tips to get you ready to take the next step:
1. Get your finances in order early- Some lenders are taking longer to process loans and may take longer than usual.
2. Impress lenders with a great credit profile - making sure you have all credit cards paid off, bills paid on time, and minimising the number of credit applications you make will benefit your application.
3. Speak to a broker- lenders are competing for business and may be offering special deals that you may not know about.
📞 Speak with the team today to get started and keep you on track!
27/07/2022
Boutique Wealth is looking for someone to join the team!
We are looking for a full-time mortgage broker or loan writer to complete the following tasks:
▪️Meeting with clients
▪️Discussing client’s goals and loan requirements
▪️Making recommendations around suitable loans
▪️Preparation of loan documentation and application forms
▪️Liaising with banks
▪️Following up clients for outstanding documents and providing updates
▪️Assisting with ensuring loans are suitable for borrowers
▪️Maintaining compliance record
▪️Data entry into CRM system (AFG Flex)
▪️Servicing client’s post-settlement
A successful candidate must demonstrate:
▪️High level of professionalism
▪️Highly organised and attention to detail
▪️Ability to work in a team environment
▪️Excellent verbal and written communication skills
▪️Experience in the broker industry
Sound like you? Email your resume to [email protected]
17/05/2022
Do you take into account your superannuation for when you retire?
No matter what age, its time to start!
Boutique Wealth can help you get started today.
📞 07 5552 1912
04/05/2022
Another great review! Well done team! 👏🏻
20/04/2022
Did you know there are many reasons to set up an SMSF- It can help you to gain control over your investment assets and provide a comfortable future retirement. Plus, you’ll be able to save money on more than one occasion!
That sounds pretty good to me, how about you?
11/04/2022
Welcome to the team Corey! 👏🏻⭐️