What is Concise Finance?

Welcome to Concise Finance Group, an online mortgage & financial planning business specialising in wealth building & management. With a firm focus on finding out what works best for customers, work hard at ensuring your money you have worked so hard for also works as well for you. This is what sets us apart. With our wealth building solutions, you will be able to leverage your skills, develop new skills and see a big improvement in your financial standing. Let us help you achieve wealth.
With an emphasis on financial wealth building and management, we ensure that our clients achieve long term wealth building results. We use a unique blend of communication, technology and analysis to give you the edge over other financial businesses. With our expert advice and innovative financial products, we give you a complete insight into wealth building strategies and the best products to help you get there fast.
​Concise Finance is different from your run of the mill financial planners and advisers. We don't promise you the moon. Rather, we work hard to help you work harder to build up more wealth and manage it better. This is how we do things:
  • We think long and hard about your goals. We want to make sure we are targeting the right goals. We know it takes five to ten years before you start seeing significant amounts of cash; therefore setting realistic but achievable goals is important. Our expert consultants will analyse the situation and draw out a game plan based on your personal circumstances - it's really not any different than setting out any other goals you might have.
  • We tailor our services to suit your individual circumstances. We understand that some people are in a completely different situation to you, so our advice is tailored to them. We know this is important and it helps to build your business, which is why we offer tailor-made solutions. This not only saves you time and money when looking for a financial advisor, but also ensures that your needs are catered for. So no matter what level of experience you have, we can help.
  • We are not out to make easy money. Instead, we want you to become financially independent. That way you can look at things objectively and make decisions that are in your best interest. We will guide you every step of the way. No one else can do this for you either.
  • We provide opportunities to build your wealth building portfolio. This is where your money is invested in different assets and bonds. This allows you to build wealth over a period of time. You can diversify this portfolio as well - so you won't lose everything in one fell swoop. We will help you build and strengthen your portfolio with the right advice and investments.
  • Concise Finance is about knowledge and giving back. There's a lot of information out there. Too much of it is just hype or just trying to sell you something. We don't want that. The goal is to give you the tools and the knowledge to become successful at wealth building. That way you can live the life you've always wanted.
  • Concise Finance is a lifestyle. You'll work hard but not get any gratification from it. It's more like a business than a job. Learn from others and apply what they do - not what you think they should be doing.
  • Concise Finance is an opportunity. It isn't your last chance at making it in the business world. You've got another chance right now. If you make the wrong decisions, this wealth building system isn't going to bring you wealth, but if you take the right ones, you can make a lot of money.
We believe in using the best information available, and then applying it. We believe in building blocks. And we believe that these building blocks come from Concise Finance. The information in this program is designed to educate you and show you how to start living a richer life by building wealth in the areas of your life that you're most interested in.