Welcome to Intelligent Accounts and Finance Group
For all your residential, and commercial finance needs in Sydney's Upper North Shore
Is your business growing? Do you require vehicle or equipment finance? Our business finance specialists will source the right vehicle or equipment loan for your business needs.
Need to safeguard your future? Concerned about your superannuation or insurance needs? Our financial planning specialists will provide impartial advice to help you look at the bigger picture
REALISE YOUR DREAM OF HOME OWNERSHIP
We are residential and commercial loan experts located in Killara in Sydney’s Upper North Shore.
We are dedicated to making sure your home purchase, investment property, refinance, business asset experience is top-notch.
Who are Intelligent Accounts and Finance Group
When you are ready to buy or sell your home or even expand your business further, we want it to be an experience that is both engaging and informative.
We work tirelessly on your behalf from start to finish by navigating the many choices and changes in the market.
And what is the end product? We find the right solution for you.
Why Choose Intelligent Accounts and Finance?
Our Holistic and Vision Driven approach allows us to help you with:
How can you achieve these things?
Our financial mentoring and budget management is where you will learn to get control over your money, set goals for the future and make well informed decisions that can set you up for the future.
Our Strategy to Help You:
We are more than just Mortgage Brokers
Intelligent Accounts and Finance Group is owned and operated by Rukmal (Rocky) Wijesooriya, a qualified accountant (Chartered, CPA and a Global Management Accountant) with over 30 years experience in assisting families, individuals and businesses with all their finance and accounting needs.
We have teamed up with the renowned National Lending Group (NLG). This partnership allows us to offer you a personalised and dedicated service by combining the expertise and resources of NLG and Intelligent Accounts and Finance.
We have achieved great success in the past and believe that we can replicate this success if given the opportunity.
Our professional service, which is governed by high standards and strict privacy policies, ensures that you are protected and able to succeed in your goals. Our many years of experience allow the Intelligent Accounts and Finance team to provide you with the best service possible.
Our primary job is to find the right solution (to suit your requirements) for you in a loan. We assist you in navigating the choices and changes in the market.
We then continue to bat for you by negotiating on your behalf. Once we have found a loan that suits your requirements, we’ll help manage the whole process for you.
We are governed by strict compliance regulations and monitored continuously. This protection and service level is outlined in our Credit Guide.
Years Of Experience
Who We Help
At Intelligent Accounts and Finance Group, we specialise in helping people because we truly care about them. As a business owned and operated by accountants, we are able to provide valuable insights and assistance in finding the best financial product to meet the unique needs of each customer.
ACHIEVE YOUR FINANCIAL GOALS SOONER
Our team of experienced financial planners is located in Killara in Sydney’s Upper North Shore.
We are dedicated to helping you take control of your financial future.
Expert Financial Services Tailored to Your Needs
At Intelligent Accounts and Finance Group, we specialize in helping people because we care about them. Being owned and operated by accountants adds great value to our services, as we can provide expert review and assistance in finding the best financial product to meet each of our client’s unique needs.
We believe in a personalized approach and do not use a “one size fits all” mentality. As accountants, we can benefit our clients by offering expert reviews and assistance in finding the best financial product to meet their unique needs. Check out our testimonials and reviews to see the difference we have made for others. In many cases, we have access to interest rates and discounts for our customers that they may not have been able to obtain if they had gone directly to a bank or financial institution.
READY TO TAKE CONTROL OF YOUR FINANCES AND ACHIEVE YOUR FINANCIAL GOALS?
Contact us today to schedule a consultation with our team of expert financial advisors in Sydney’s Upper North Shore. We look forward to working with you to create a personalized financial plan that meets your needs and helps you succeed.
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Our Trusted Partners
We are in partnership with the renowned National Lending Group (NLG) to cater for your financial needs