
Creating a life on your terms
The Advise Suite is a specialised section within The Loans Suite where we collaborate with trusted financial advisors who possess extensive expertise in financial planning, risk management, insurance protection, and self-managed super funds (SMSFs). The primary focus of the Advise Suite is on educating our clients, ensuring they have a thorough understanding of strategies that are crucial for their financial well-being.
Our partnered financial advisors are from Whites Creek Wealth and are dedicated to empowering clients with knowledge. They provide guidance on:
- retirement planning,
- growth strategies,
- investment strategies, and
- protection strategies.
By fostering a strong educational approach, we aim to equip clients with the insights they need to make informed decisions about their financial futures.
About Whites Creek Wealth
Through this collaborative effort, the Advise Suite seeks to build long-term relationships based on trust and understanding. We strive to ensure that every client feels confident and empowered in navigating their financial complexities, supported by expert advice and personalized strategies tailored to their unique goals and circumstances.
Richard Mair and Greg Bell are not only dedicated financial advisers known for their ethical approach and friendly demeanor but also self-managed super fund experts with a deep understanding of protection insurances for their clients. Their commitment to providing personalized financial advice is evident in their tailored strategies that consistently deliver outstanding outcomes.
With a passion for crafting customized solutions, Richard and Greg prioritize the unique needs of each client. They excel in building long-term relationships based on trust and understanding, ensuring that their clients navigate financial complexities with confidence and clarity. Whether it’s retirement planning, investment strategies, or managing risks through protection insurances, Richard and Greg are known for their comprehensive approach and dedication to client success.
Their expertise extends beyond traditional financial advice, as they specialize in self-managed super funds (SMSFs), offering insights and strategies that optimize retirement savings and wealth management. Richard and Greg’s ethical standards and friendly demeanor make them trusted partners in financial planning, helping clients achieve their financial goals with integrity and reliability.
richard@whitescreekwealth.com.au
Phone 0414 998 792
greg@whitescreekwealth.com.au
Phone 0431 981 447

Investment Advice
- Growing a diversified investment portfolio

Debt Strategies
- Leverage good debt, and minimise bad debt

Alternative investments
- Insight to decentralised finance products

Estate Planning
- Protect your legacy and provide certainty

Retirement Planning
- Live the good life in retirement

Personal Insurance
- Expert guidance to protect your family

Proven insights
We leverage the latest tech alongside our extensive experience to give you the latest and greatest

Trusted network
We work with some of Sydney’s most successful finance and property experts to deliver you results

Client-focused
We place our clients at the heart of everything we do and work hard to help you achieve your goals
Trusted by ambitious Australians who need strategic advice on all things finance and property.

























































Our team
Meet our team of switched-on professionals.
Hundreds of happy clients
Damien AlbertJuly 1, 2024 Hi Guys, Just letting you know everything has gone through as expected (money’s all spent on bills already!) & I even noticed St George reversed their annual package fee that came out a few weeks ago, can’t believe it. I just wanted to say a huge thankyou for all your help, you guys are awesome! Your knowledge & professionalism is remarkable, only wish I’d known about you a few years back!! I’ll definitely be in touch on other finance matters & already spreading the word to others in need of financing assistance :) Thanks again & have a great weekend! Damien & Philippa Rex BesanaJune 18, 2024 We’ve been through several brokers who didn’t really bring us to second gear. Karlie with her team took us seriously and were able to resolve the complications to help us secure the needed loan. Aimee BJune 15, 2024 We cannot thank Karlie, Jess, Lisa and Carms , the amazing team at The Loans Suite enough for the incredible service they provided us. They made our refinance process simple, easy, stress free and secured us a rate we never imagined was available. The level of customer service was exceptional and the knowledge and professionalism of the team was like nothing we have encountered before. M JarnsonMay 2, 2024 Karlie and Jess were superb in helping me find a loan for my first home. I’m just over the moon and so so grateful to them for their hard work. They have been incredibly helpful, supportive, informative and patient with me through this entire process - and as a bonus are genuinely really lovely. My case I think is fair to say most brokers would have turner away, but they really went above and beyond - despite all odds. I thought I’d settle for a studio; but thanks to them I have been able to purchase a one bedder (which Karlie had initially advised but I didn’t think would be achievable). Thank you both, truly, for helping me buy my first apartment. Great team and great experience entirely! Mel Jenna MelvilleApril 18, 2024 The Loans Suite girls were amazing! Karlie & Jess made my loan experience, which is often a stressful time, wonderful! They were able to secure us the best loan in a very short amount of time. They always answered my calls and replied to my emails promptly! I would definitely use them again if I need to organise a new loan! Rebecca GreavesFebruary 1, 2024 Highly recommend The Loans Suite for your lending needs. We have used them previously & will continue to when needed in the future. Karlie & Jess go above & beyond to make the process smooth and as stress free as possible. Taleisha BozziJanuary 25, 2024 Karlie and her team (Lisa and Jess) went absolutely above and beyond during our home loan process. Whilst getting a home loan can seem daunting and stressful, the Loans Suite helped us first time home buyers, navigate the home loan market and made us feel confident in our decisions. The process was seamless, efficient, and quick (especially, given our tight deadline). I STRONGLY RECOMMEND LOANS SUITES to anyone look for an INCREDIBLE team of home loan experts!!! Trevor BoneJanuary 23, 2024 A very special thanks to the wonderful team at The Loans Suite. What I assumed would be a complicated refinancing process was made easy with endless support, assistance and always having a caring person to talk with when I became confused. As I often do haha Honestly, I don’t know what I would have done without Karlie, Lisa and Jessica. Professionalism and product knowledge are second to none and they are all extremely friendly to boot. So very happy and thankful to everyone!! Yianni PhotographyDecember 18, 2023 Had a great experience with the Loans Suite. Karlie and Lisa did an amazing job on our behalf securing us a great deal with our mortgage. Highly recommend their services !!! Phil GNovember 16, 2023 Great service from Karlie and Lisa. They alway always kept us informed of the loan progress, new products, and promptly responded to our enquires. Will definitely use The Loans Suite again.