Alliance Partners
VaultOne is proud to be in alliance with the following partner companies who have chosen to work with us believing in our vision.
Jump to: Home Loans, Financial
Planning, Insurance, Telecommunications/EFTPOS, Health Insurance or Pre-Paid Legal Services
Choice Home Loans
NATIONAL PROVIDER
Established in 1997, Choice Home Loans is one of Australia’s largest and most respected mortgage brokering companies. Their national network extends throughout New South Wales, Australian Capital Territory, Victoria, Queensland, Western Australia, Northern Territory, South Australia and Tasmania.
Choice was founded by executives who brought their wealth of experience in the banking sector and joined the first pioneers of the mortgage origination industry in the late 1980’s. As they have been in this highly competitive business since its inception, Choice has established best business practice enabling it to become the dynamic, successful organisation it is today.
Choice Home Loans has been built on rock solid foundations of quality, consistency, integrity and accountability. These have remained unchanged since the company was established in 1997 and form the core business values of the organisation.
These values represent the personal values of the Managing Director Michael Russell and founding Directors Ross Begley and Greg Pennells who established the company in 1997. This top down impact has resulted in these values becoming core business values, intrinsic to the Group, part of the company and the consultant culture. They are also the basis for the company’s vision statement which was set down that same year in 1997.
“To provide the very best systems and support to our network of mortgage consultants educating our clients with unbiased and uncompromised ethical standards, delivering profits to stakeholders and charities whilst still providing a fulfilling and fun working environment for our staff.”
Choice Home Loans - Award Winning Brokers.
Australian Mortgage Awards 2004 “Broker of the Year”
Australian Mortgage Awards 2003 “Sales Manager of the Year –
Michael Russell”
Australian Mortgage Awards 2003 “Young Gun of the Year – Moshe
Moses”
Australian Mortgage Awards 2002 “Independent Operator of the Year”
Choice Home Loans
Tel: 08 9244 8300
Fax: 08 9244 8311
Locked Bag 10
Osborne Park DC WA 6916
MIAA Accredited Mortgage Consultants
Financial Partnership
Licensed Financial Planning Dealer Group
Vertex Financial Services
FINANCIAL PLANNING SERVICE PROVIDER
Vertex is a young, energetic company with a long-term strategic vision for continued growth and development, they are excited about their Alliance Partnership with VaultOne and changing the way we help others. Their commitment to serve you as an esteemed client for many years is paramount.
Vertex staff have collectively over 60 years experience in financial services. Their staff are well qualified to address any investment, insurance, superannuation or finance requirements. Over the years they have helped thousands of clients to build wealth and protect it.
Vertex Financial Solutions Group Pty Ltd is an Authorised Representative of Financial Partnership Pty Ltd. Financial Partnership Pty Ltd holds an Australian Financial Services License (License Number 222535) and is also a Principal Member of the Financial Planning Association of Australia.
Vertex is committed to continued education for all their staff to ensure that they keep abreast of the latest industry developments and any changes that may take place in legislation or compliance obligations. Vertex is a completely independent operator. This ensures that any advice or recommendations that they make are completely objective and in your best interests. Their extensive range of services encompasses all aspects of investment, superannuation and insurance. They provide a ‘non-stop’ wealth creation and protection solution. Their products and services can be tailored to suit your needs.
They base their recommendations on sophisticated and proven research and analysis techniques. Every investment endorsed by Vertex is subject to extensive due diligence to guarantee quality and performance potential. They proudly offer unconditional support to facilitate your financial prosperity now and well into the future.
Anthony Torre
Managing Director
358 Rokeby Road
Subiaco WA 6008
PO Box 435
Subiaco WA 6904
Ph: 08 9388 7007
Fax: 08 93887004
Mobile: 0412 308 002
Email: anthonyt@vertexfs.com.au
www.vertexfs.com.au
Investment Central
FINANCIAL PLANNING SERVICE PROVIDER
Investment Central is advice centric to corporates, small to medium enterprises (SME), athletes, high profile public figures and self funded retirees. Investment Central is committed to serving its clients and associated partners in a diligent and professional manner.
All financial planners employed by Investment Central have undertaken extensive education to develop the skills and attributes required to plan and implement complex strategies. As a team they pride themselves on efficiency and execution excellence.
They only recommend an investment to you after considering its suitability for your individual investment objectives, financial situation and needs. They can provide ongoing monitoring of your portfolio. If you want this service you must pay the agreed fee negotiated with Charlie. They will then monitor your portfolio and provide you with a regular report on its performance.
Investment Central is an Authorised Representative of Financial Partnership Pty Ltd. Financial Partnership Pty Ltd holds an Australian Financial Services License (License Number 222535) and is also a Principal Member of the Financial Planning Association of Australia.
Charlie Karalouka
Managing Director
Suite 3/669 Brunswick Street
New Farm, Brisbane, Qld 4005
PO Box 309
STONES CORNER QLD 4120
Tel: (07) 3358-2866
Fax: (07) 3358-2877
Mobile: 0411 871 467
Email: karalouka@investmentcentral.net
www.investmentcentral.net
Prophecy Wealth Management
FINANCIAL PLANNING SERVICE PROVIDER
Chris Limmer
Director
Level 3/104 Frome Street
Adelaide
Tel: 08 8227 0422
Fax: 08 8227 0772
Email : chrisl@prophecywealth.com.au
Pinnacle Partners
FINANCIAL PLANNING SERVICE PROVIDER
Pinnacle Partners was founded by the three Directors of the group - _ Stephen Heald (Executive Director), Glenn Brearley and Alan Littley, with Funds Manager IOOF having a minority shareholding. The Principals have in excess of twenty years experience each in the Financial Services industry. Not only do they possess strong broad financial planning expertise, but they also bring individual specialist skills and expertise to the practice. These include, but are not limited to, retirement planning, individual and corporate superannuation and risk insurance consulting to the senior executive market.
Pinnacle Partners are holders of an Australian Financial Services License (License Number 24645).
They have a strong commitment to client relationships, providing companies and individuals with financial planning advice tailored to meet their particular needs.
Pinnacle Partners operates predominately through networks and referrals. Therefore they have well established professional partnerships in finance, accounting and legal practices. Through these relationships they are able to provide additional services to those clients with a requirement for compliementary business advice.
Their extensive experience in the industry, commitment to the financial planning process and methodologies, willingness to present a range of solutions and ability to source a variety of products, all assist their clients to be confident about the quality of their advice.
Alan Littley
Director
Level 1
340 Albert Street
East Melbourne VIC 3002
Tel: 03 8415 6620
Fax: 03 8415 6633
Mobile: 0418 104 682
Email: a.littley@pinnaclepartners.com.au
www.pinnaclepartners.com.au
Steadfast Group Limited
DEALER GROUP
Steadfast Group Limited is an unlisted public company comprising of more than 248 independently owned licensed Australian Financial Services insurance brokerages.
Steadfast Members operate from over 310 offices throughout Australia. Steadfast is Australia's largest independent insurance broker group.
Their Members have achieved a rate of growth well above the market average, year by year, since the group was established in April 1996.
That growth reflects the extent to which their Member brokers have built a name for outstanding service and performance within the highly competitive insurance industry.
Steadfast Group Ltd holds an Australian Financial Services License (License number 254928).
Steadfast Member Brokers provide personalised service which you look for from an independent business, together with the expertise and support you'd expect from a large organisation.
Their extensive network allows Member brokers to keep up-to-date with current trends and new insurance markets. You will also enjoy the expertise, protection and value for money that make so much difference to your peace of mind and your bottom line!
Denboer & Associates
GENERAL INSURANCE SERVICE PROVIDER
Denboer & Associates are members of Steadfast and are qualified practicing insurance brokers, a company always endeavouring to upgrade their professional education. Continuing with upgrading their professional education ensures they keep up to date with the latest industry trends so they can provide their clients with excellent one on one personalised service with quality advice.
Their main aim is to secure the most efficient insurance package to suit the specific needs of the insurance buyer, save them time, money and worry, by providing impartial professional advice. They are able to tailor make an insurance program to suit your requirements as everyone’s needs differ and they make sure you are properly protected by having their professional staff arrange the placement of insurance policies on your behalf.
To meet specific demands of your business, or home Denboer & Associates are able to conduct a thorough investigation of your premises in order to achieve a highly accurate assessment of your insurance requirements.
Denboer & Associates Insurance Brokers have a wide variety of policies to offer from Domestic Insurance to Commercial and Corporate Insurance and they have access to a wide range of insurance companies. They are aware of the benefits, exclusions and costs of competing policies on the market and are able to provide advice on how to make the most out of your insurance budget. Denboer & Associates is an Authorised Representative of Steadfast Pty Ltd which holds Australian Financial Services License (License Number 254928).
Choosing to work with VaultOne was an easy decision, we are happy to be operating as one of their alliance partners.
Domenic Lupis
Manager
124 Stirling Highway
North Fremantle WA 6159
Tel: 08 9433 3400
Fax: 08 9433 3411
Email: Domenic@denboer.com.au
www.denboer.com.au
Fitzpatrick & Company Insurance Brokers Pty Ltd
DEALER GROUP
Assured Financial Services
GENERAL INSURANCE SERVICE PROVIDER
Assured Financial Services Pty Ltd commenced business in Melbourne in 1992. The business was developed by its Director, Renato Cenedese, who started in the industry as an appointed broker with Perpetual Trustees in Melbourne. Renato is tertiary qualified and holds Financial Planning qualifications as well as Real Estate licenses.
Assured Financial Services is continually working towards being a local market leader and one of the most professional insurance advisors within the industry. Their philosophy is to provide superior service along with quality products at competitive market rates. They pride themselves on being the market’s most flexible and diverse insurance advisor.
They are attuned to the market and its movements on price to ensure their clients receive the maximum benefits available. Their business focus is to provide their clientele with a complete Insurance Service, covering all lines of General Insurance, including a full range of risk management advice, Life Insurance and related products.
Their aim is to meet the needs of all their clients throughout Australia.
Assured Financial Services Pty Ltd is an Authorised Representative of Fitzpatrick & Co Insurance Brokers Pty Ltd which holds Australian Financial Services License (License Number 244386).
Renato Cenedese
Director
Level 6, 499 St Kilda Road
Melbourne VIC 3004
Tel: 03 9820 1933
Fax: 03 9867 6477
Email: renato@ashrealty.com.au
www.assuredfinancial.com.au
Vault 2 Communications
TELECOMMUNICATIONS NATIONAL PROVIDER
EFTPOS FACILITATOR NATIONAL PROVIDER
Vault 2 Communications are very proud to be associated with VaultOne and the philosophy behind their organisation.
Telecommunication is an ongoing expense that all businesses have to budget for, therefore Vault 2 Communications have been appointed by VaultOne to help assist our clients to reduce their telecommunication expenditure and at the same time provide a service to Charities and Not for Profit Organisations.
Vault 2 Communications liaise with various carriers to find the best possible savings so we may pass these savings directly to you.
The telecommunications industry can be very confusing and though our customers are excited about their savings, we insist on quarterly reviews to ensure that our customers are benefiting from those savings and the service the carriers are providing.
By deregulation of the telecommunications industry it has a strict Service Level Agreement (SLA) of transferring customers and servicing faults. This assures the customer that all faults that arise will be repaired within 24 hours of it being addressed. As Telstra is the backbone of the industry, they are bound by the LSA to maintain the network for all customers who use it. This assures our customers that service faults will be rectified with urgency.
To take advantage of the savings on your telecommunication services
please contact:
Alan Griffiths or Frank Zangari on 08 9474 7855 and they will provide
you with a free quote with no obligation.
Vault 2 Communications
8, 77 Mill Point Road
South Perth WA 6151
Tel: (08) 9474 7855
Fax: (08) 9474 7878
Email: alan@vault1.com.au
PPL HealthBenefits
HEALTH INSURANCE PROVIDER
PPL HealthBenefits was established to provide access to a range of health insurance products and services for all PPL Members as a valuable extension to the other PPL services already available.
As with the many other services PPL provides, they pride themselves on offering a wide range of health insurance products to fit your needs, at a price that you can afford. They are guided by the needs of our members and strive to offer better products and services to meet those needs with greater benefits and rebates.
At PPL, their main priority is you. Whether it is providing the best possible service, better rebates with access to a range of other valuable services, PPL makes you number one in healthcare.
With this commitment, PPL not only seek to invest every cent possible back into the business with the direct purpose of providing greater benefits and services to their members, but they also seek to establish ongoing alliances with organisations who share the same philosophy they do, and who can provide a valuable extension to the services they already provide.
To this extent, they have sought to establish a sound relationship with one of the best, the Health Insurance Fund of Western Australia who, as the underwriter, oversee the management of the health insurance requirements of their members. HIF shares a philosophy that exemplifies our own, and prides itself on outstanding levels of customer services provided through personalised and considerate attention to your needs; not rushing you when you contact them and providing you promptly with valuable information to consider.
This service provides advice and assistance to all PPL HealthBenefits members in respect to their Health Cover, as well as free consultation with health insurance experts in your own home or at work to assist with your enquiries (Perth - Metro).
PPL HealthBenefits Pty Ltd
Suite 1 / 160 Burswood Road
Burswood, Western Australia 6100
Tel: (08) 9355 5822
Fax: (08) 9355 5833
Email: enquiries@pplhealthbenefits.com
Web: www.pplhealthbenefits.com
Pre-Paid Legal Services Pty. Ltd.
PRE-PAID LEGAL SERVICES PROVIDER
Pre-Paid Legal Services Pty. Ltd. was formed to introduce the concept of Pre-Paid Legal Services into Australia that has operated in the United States for some 30 years and in Europe for over 80 years, which is as common their today as motor vehicle insurance or health insurance.
Pre-Paid Legal Plans provide for prepayment for legal advice, consultation services, and representation combined with a discount fee-for-service benefit. It is designed to cover a large percentage of the average person's and small business's legal needs in a given year.
Pre-Paid Legal Plans are simply a way of organising and financing the delivery of legal services to bring those services to people in a way they are accustomed to receiving and paying for other services. The most obvious parallel is the medical benefits delivery system, which is based to a large extent, on the availability of insurance to cover the cost of service.
Pre-Paid Legal provides services such as legal advice, information by phone, office consultations, preparation and review of legal documents, trial representation, property advice and settlement, negotiation and mediation services, a free Will, a 24 hr legal emergency service and much more.
Pre-Paid Legal provides affordable access to the legal system for all Australians from less than a dollar a day.
Pre-Paid Legal Services Pty Ltd
Suite 1/160 Burswood Road
Burswood, Western Australia 6100
Tel: (08) 9355 5822
Fax: (08) 9355 5833
Email: enquiries@prepaidlegal.com.au
Web: www.prepaidlegal.com.au