financial consultant, mortgage broker, wealth creation, investment consultant

 

financial consultant, mortgage broker, wealth creation, investment consultant
financial consultant, mortgage broker, wealth creation, investment consultant

INTRODUCTION

Cataroja Pty Ltd, is based in Brisbane and operates nationally and overseas. We are investment consultants who specialise in investments that create wealth creation opportunities for our clients both in Australia and Overseas through analysis of each individual’s capacity and risk profile

Carlyle Wells-Peris is the Director of Cataroja Pty Ltd, he has over 20 years of experience in this industry having worked for Citigroup in Dubai, London, Singapore and Australia as Vice President Offshore Investment Banking, Treasury and International Operations.

WHAT WE DO

If you are looking to invest via your Superannuation fund or use equity in your existing property to reduce your tax liability, or build a quality investment portfolio etc. we are the investment consultant experts. We will source the appropriate property or business that meets your profile. We also specialise in structured finance and property acquisition for overseas investors.

OUR APPROACH AND STRATEGY

As your investment consultant we will work with you to choose the right property and plan the correct strategy for you to get into the property market. We offer a comprehensive service, we analyse your financial situation and help you to buy the correct property and also help you through the process of buying the property.

HOW WE MAKE IT HAPPEN

We offer a comprehensive “One Stop Shop” service to our valued clients.

Carlyle Wells-Peris

CEO

SOME PEOPLE WANT IT TO HAPPEN

SOME WISH IT WOULD HAPPEN

WE MAKE IT HAPPEN

Contact Details

WP Group Pty Ltd

16 Dane Court

Manly West 4179

 

Tel 61 7 33486712

Fax 61 7 33485969

Mobile 0416017061

Email: info@wpgroup.com.au

financial consultant, mortgage broker, wealth creation, investment consultant
financial consultant, mortgage broker, wealth creation, investment consultant
Integrity - To be fair honest and transparent in all
dealings
Understanding - To care, respect and have
compassion with all business partners
Excellence - To provide the highest possible standard
in the quality of our services
Creative Client Solutions - To think differently deliver
swiftly and capture the value
Compliance - To comply with our license to operate.
financial consultant, mortgage broker, wealth creation, investment consultant

Carlyle is an investment consultant who

has a wide range of financial experience

with a good knowledge of banking and procedures

at both branch and treasury levels both in

Australia and Internationally.

Just click on the image to watch a

short informative interview.

financial consultant, mortgage broker, wealth creation, investment consultant
An investment consultant who 
builds and develops the most professional
finance solutions for all business partners and
make a difference everywhere we engage.
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