Services
Securing Your Financial Future
01
Financial Product Advice
We provide both personal and general financial product advice on managed investment schemes, excluding Investor Directed Portfolio Services, and securities.
02
Dealing in Financial Products
We are authorised to deal in derivatives (for hedging only), foreign exchange contracts, managed investment schemes excluding Investor Directed Portfolio Services, and securities for our own transactions, and to deal in deposit products, non-cash payment products, and the same investment products on behalf of others.
03
Custodial / Depository Services
We provide custodial services for managed investment schemes, excluding Investor Directed Portfolio Services.
Facts and Figures
We’re good with numbers
9
Years of Experience
15
Qualified Experts
80
Clients
Every Year
7
International Partners
About Us
Wellgate Capital has built a strong reputation over nearly a decade by specialising in providing loans secured by first mortgages on properties in Perth.
Our extensive experience and deep understanding of the local market have enabled us to deliver reliable and tailored financing solutions to our clients. With the recent granting of our Australian Financial Services Licence (AFSL), we are now strategically positioned to expand our services beyond Perth and offer comprehensive funding solutions across Australia, maintaining the same high standards of professionalism and commitment to client success.
Testimonials
What our clients say
Wellgate Capital made the entire process of securing a first mortgage loan straightforward and stress-free. Their team’s expertise and personalised approach gave me confidence throughout. Highly recommend for anyone seeking reliable property financing.
John M
From start to finish, Wellgate Capital demonstrated exceptional knowledge and commitment. Their mortgage-backed loans gave me the financial flexibility I needed. I’m grateful for their support and highly recommend their services
David K
I appreciated the transparent communication and quick approvals from Wellgate Capital. Their team is professional and genuinely cares about helping clients succeed in property financing.
Tom W
Our Network
United in Excellence: Showcasing
Our Client Collaborations