Financial and Insurance Services

Astute Financial Services - Melbourne City South/Gippsland

  • Commercial Finance
  • Equipment Finance
  • Finance Mortgage Broker
  • Finance and Loans For Houses
  • Financial Services
  • General Insurance
  • Health Insurance
  • Home Insurance
  • Home Loans
  • Lending
  • Mortgage Broking
  • Mortgage Lending
  • Vehicle Finance

Business Overview

Astute Melbourne City South/Gippsland, owned and operated by Twin Brothers Josh and Nick Egan, have offices located in St Kilda Rd Melbourne and Traralgon in Gippsland, which commenced operations in 2013 and 2015 respectively!

We have a long family history in the finance industry, especially in the mortgage broking sector, having commenced in the original family business in 2001.

Originally focusing on mortgage broking, the business has evolved to now operate as a diversified financial services company that specialises in:
• Lending – residential, commercial, equipment and asset finance, Self Managed Superannuation;
• Financial Advice – wealth creation, retirement planning, superannuation, personal risk protection, savings plans, estate planning, aged care, Centrelink, education funding;
• Insurance – personal insurances, business insurance, key-man insurance, home and contents, equipment and asset insurance, public and products liability, farm, crop and livestock, and
• Health Insurance – a review and comparison service for all private health insurance products.

We are passionate about helping people to improve their overall financial wellbeing – the great Australian dream is to be a part of the property market – we help people achieve this.
We believe that if you have the client at the centre of everything we do in our business, supported by the right people and processes, then we will continue to offer outstanding service across our key geographic regions of Melbourne and Gippsland. Our client focus extends to the deep community connection that we have with local people and businesses.
By continually looking to improve our clients’ financial wellbeing we ensure that we are able to offer highly competitive products and pricing across all of our services.

ABN:

83 163 486 931